Introduction
- Introduction
Company Details, Settings & User management
- Logging in to the portal
- Company Settings & Defaults
- Ordering SMS Credits
- Creating / Managing Users & resetting passwords
- Company Details & Users Quick Start (Recap)
Basic Portfolio Data
- The home dashboard, Navigation & Column Settings
- Data feeds (PayProp, RentalConnect, rpmsOnline & Other imports)
- Loading Complexes
- Loading a new Property
- Loading a new tenant
- Working with property portfolios
- Loading a new contractor
- Portfolio Data Quick Start (Recap)
Inspections
- Setting up default checklist sets
- Setting default Areas/Rooms for a property
- Allocating new inspections
- ANDROID - Installing the inspection app
- ANDROID - Conducting a standard Inspection
- ANDROID - Reusing a completed inspections's Checklist and Photos
- ANDROID - Uploading Completed Inspections
- APPLE/IOS - Installing the inspection app
- APPLE/IOS - Conducting a standard Inspection
- APPLE/IOS - Reusing a completed inspections's Checklist and Photos
- APPLE/IOS - Settings & Other features
- The inspection dashboard
- Compiling & emailing an inspection report
- Comparing an inspection with a previous one
- Opening a new maintenance ticket from inspection results
- Setting Inspection Reminders
- Inspections Quick Start (Recap)
Maintenance Tickets
- Opening a new maintenance ticket
- The maintenance ticket dashboard
- Sending email & SMS updates to the Landlord, Tenant or Contractor
- Auto email content and saved replies
- Compiling & Sending Job Cards
- Maintenance Reminders
- Saving & Forwarding Maintenance documents
- Closing a maintenance ticket
- Maintenance Tickets Quick Start (Recap)
Generating Quotes & Invoices
- Creating Repair Actions
- Compiling and Emailing Quotes & Invoices
Closing Remarks
- Congratulations
