Open house sign-in sheet app checklist

The app should give each property its own QR sign-in link. That way every visitor record already knows the property, date, and agent before the follow-up starts.

A generic form can work, but it creates cleanup. The better version saves the property context automatically.

A phone form at the front door has to be fast. If the form asks too much, visitors skip it or type bad data.

I would start with these fields:

The app should save more than a contact row. It should store the property, visit date, agent status, visitor question, follow-up action, and whether the visitor came from QR or paper entry.

That context is what makes the next email or text specific. Without it, the agent is back to generic follow-up.

Follow-up rules still matter when the lead came from an app. The FTC's CAN-SPAM guidance covers commercial email basics, including truthful subject lines, accurate header information, a physical postal address, and an opt-out method.

FCC guidance on robocalls and robotexts treats consent and revocation seriously. An open house sign-in sheet app should help agents record consent language and honor opt-outs instead of turning every phone number into a campaign target.

Paper still has a job. A visitor may not want to scan, the house may have weak signal, or the room may get too busy for one QR card.

The app should make the paper backup easy to print with the same core fields. After the open house, the agent can enter paper rows into the same lead list instead of keeping two systems.

CSV export matters because agents and teams already have CRMs, spreadsheets, and brokerage systems. The app should export names, contact details, property, date, notes, agent status, and follow-up status.

Clean export prevents lock-in and makes the tool easier to trust.

After the open house, the same data should help the agent tell the seller what happened: visitor count, common questions, feedback themes, and next follow-up steps.

I would not overbuild that report before the product has real examples. The useful first version is a clear activity summary pulled from the sign-in records and notes.