EstateSalen.com

My Sales — Complete Guide

Run Every Sale Like a Pro

From the moment you land a new estate client to the day you hand over the settlement check — here's exactly how to use My Sales to manage every step.

The Full Sale Lifecycle

Follow these stages for every sale — whether you're running a small moving sale or a multi-day estate event.

Step 1

Create the Draft — Before the Sale is Even Booked

Don't wait until everything is confirmed. The moment you have a prospect or a signed contract, create the sale as a Draft right away. Why? Because from the moment a draft exists, you can: • Generate the client Contracts (signed digitally) • Kick off the initial Marketing Materials • Build your checklist of Tasks • Start cataloging items in Inventory before the sale day Think of the Draft as your staging area — nothing goes live publicly until you choose to publish.

Step 2

Build Out the Sale Details

Use the Edit button to fill in everything that makes the listing shine: • Full property address and sale dates/times • Sale type (Estate Tag Sale, Online Auction, Moving Sale, etc.) • High-quality photos of featured items • Payment methods accepted (cash, card, Venmo, etc.) • Special notes, parking info, and categories The more detail, the better your SEO ranking and the more buyers show up.

Step 3

Generate the Client Contract

Even in Draft status, you can open Contracts and generate the estate sale agreement pre-filled with the sale details. Send it directly to the client for digital signature. This protects you legally from day one and signals professionalism to the client — long before the first shopper arrives.

Step 4

Assign Tasks & Build the Checklist

Open Tasks to build your pre-sale operational checklist. Stage the home, post directional signs, set up the POS station, arrange staff — each item tracked and checked off. Team members on Elite plans can be assigned tasks directly so nothing falls through the cracks.

Step 5

Catalog the Inventory

Use Inventory to photograph and price items before the sale opens. Labeled items become trackable in the POS — scan them at checkout for instant sell-through tracking. On Growth and Elite plans, Google Lens pricing suggests market values based on your item photos, saving hours of research.

Step 6

Launch Marketing — Before Doors Open

Once the listing is published, the Marketing and Social Media Posts buttons unlock a full pre-sale campaign: • AI-written tease and sneak-peek posts for Facebook & Instagram • Address-reveal post (auto-unlocks 24 hrs before sale) • Email blast to regional followers • Optional paid Facebook & Instagram ad campaigns The platform handles scheduling — you approve and it posts automatically.

Step 7

Run the Sale — POS + Attendance

On sale day, open the POS to process transactions. Items scanned from Inventory check out automatically. At the end of each day, run an attendance count and log it. Early Sign-In shows you the line list before doors open so you can manage the crowd professionally.

Step 8

Track Performance & Close Out

After the sale, open Statistics for the full breakdown: total revenue, per-day attendance, best-selling categories, and shopper engagement. Expenses/Mileage lets you log all costs so the Settlement Statement auto-generates the net payout to the estate client — clean, professional, and ready to send.

Every Button, Explained

Each sale card is packed with tools. Here's what every button does and which plan unlocks it.

Edit

All Plans

Update sale details, dates, address, photos, and description at any time before or during the sale.

POS

Professional+

Upgrade to unlock

A full Point-of-Sale system. Scan items, build carts, accept payment methods, and close transactions on the spot — no hardware required.

Inventory

All Plans

Catalog every item for sale with photos, descriptions, and prices. Tracks what's sold vs. available in real time.

Attendance

All Plans

Log attendance by day and time slot. Useful for planning future sales and reporting to estate clients.

Tasks

All Plans

Create and assign pre-sale and day-of checklists. Never miss staging, signage, setup, or cleanup steps again.

Statistics

All Plans

View live and post-sale metrics: views, saves, revenue, attendance, and item sell-through rate.

Signs

All Plans

Generate print-ready directional signs and stake cards pre-loaded with your sale address and dates.

Export

All Plans

Download a full data export of the sale — inventory, revenue, attendance, and contacts — as a CSV or PDF for client reporting.

VIP Event

Growth+

Upgrade to unlock

Host a paid or invite-only pre-sale VIP preview night. Manage ticketing, RSVPs, and early-access entry lists.

Buyout

Professional+

Upgrade to unlock

Record a bulk buyout offer from a dealer or liquidator — tracks the offer amount and ties it to the sale record.

Expenses / Mileage

Professional+

Upgrade to unlock

Log all sale-related costs (supplies, labor, fuel) and mileage. Generates a P&L summary and settlement statement data.

Marketing

Growth+

Upgrade to unlock

Launch email blasts, SMS campaigns, and Facebook/Instagram ads directly tied to this sale. Track opens, clicks, and ad spend.

Contracts

All Plans

Generate, send, and store the client estate sale agreement. Available as soon as the draft is created — no need to wait until the sale is booked.

Early Sign-In

All Plans

Manage the public early-arrival line list. Shoppers register online and you can view, print, or call the list day-of.

Social Media Posts

Growth+

Upgrade to unlock

AI-generate a full social media campaign: tease posts, address-reveal posts, day-of content, and results posts — then push to Facebook & Instagram.