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• Adding service request categories

  ***Note: These settings are only available to the 'super-admin' role* 1. Please make sure you are logged into the web platform and then select "Platform Settings" in the left hand navigation menu. 2. Select 'Data Lists' from the left-hand navigation menu under 'Platform Settings' 3. ...

• Adjusting a Property's Business Hours

  Make sure you are logged into the platform and select 'Portfolio View' from the left-hand navigation menu. 2. Next, select 'Properties' below 'Portfolio View' 3. This will display the current list of properties in the platform. You can search the property by using the search icon in the...

• Change/Set Building Operator's working hours

  1. Please make sure you are logged into the web platform and then select "Platform Settings" in the left hand navigation menu. 2. Next, select "Management team" from "Platform Settings" 3. Locate your Building Operator from the list simply by searching their name then select "view" 4. ...

• Changing a Management Team Member's Role

  Please make sure you are logged into the web platform and then select "Platform Settings" in the left hand navigation menu. Next, select "Management Team" from "Platform Settings" 3 3. Find the member of the management team from the list. There are a few ways to do this; you can utilize the s...

• Changing or Updating User's Email/Password

  1. Please make sure you are logged into the web platform and then select "Property Management" in the left hand navigation menu. 2. Next select "Users" in the left hand navigation menu under "Property Management" 3. Locate the User and select the edit icon on the right hand side of your ...

• Create a Notification

  Creating notifications (web) There are two kinds of notifications which are: A. Post to home screen =   Shown to your users on their iOS / Android app Home Screen on opening of app B. Push notifications = Sent as an app notification (like any other app notification you may have seen from other...

• Create a Service Request

  Create a new service request 1. Please make sure you are logged into the web platform and then select "Service Requests" in the left hand navigation menu. 2. Select "New Request" 3. Please fill in the selected fields: "Select Property" -> The property where the service request i...

• Create New Property and Add Team Members (Web)

  Create New Property (Web) 1.Please make sure you are logged into the web platform and select in the left hand navigation menu "Portfolio View" -> "Properties". 2. Click "Add property" button on the right hand side. 3. A popup will appear that has the following fields: "Proper...

• Create New Tenant Company and Tenant Contact

  Creating / adding a company 1. Select "Portfolio Views" -> "Companies" in the left hand navigation menu 2. Click "Add Company" 3. Fill in the details for the company in the popup that is shown. The more details you can provide, the better as it will feed into additional data insights...

• Deactivating a company

  Make sure you are logged into the platform and select 'Portfolio View' from the left-hand navigation menu. 2. Next, select 'Companies' just below 'Portfolio View' 3. This will display the current companies active in the platform. You can locate the company you wish to deactivate from th...

• Delete/ Deactivate a User

  1. Please make sure you are logged into the web platform and then select "Property Management" in the left hand navigation menu. 2. Next select "Users" in the left hand navigation menu under "Property Management" 3. Locate the User and select the edit icon on the right hand side of your...

• Escalating a Service Request

  1. Please make sure you are logged into the web platform and then select "Platform Settings" in the left hand navigation menu. 2. Then choose "Workflow Builder" in the left hand navigation menu under "Platform Settings". 3. The Building Operator is the first recipient of a service request...

• How to Create an Event

  Make sure you a logged into the platform then select 'Platform Settings' from the left-hand navigation menu. 2. Under 'Platform Settings' select 'Events' 3. Next, choose your event icon. 4. Select event date/time and proceed to fill in all required fields ( event names, property, fl...

• Moving a Company to a different Property

  Navigate to the left-hand menu and select 'Portfolio View' 2. Next, select 'Companies' from the left-hand navigation menu under 'Portfolio View' 3. This will display the entire list of companies available in the platform. You can filter by property, sequence or status (active/inactive) ...

• Preventative Maintenance

  Preventative Maintenance Equipment 1. Navigate to "Property Management" -> "Preventative Maintenance" in the left hand menu 2. Select "Equipment Settings" 3. You will now see a table list of all equipment assets. To add a new piece of equipment, press the "New Equipment" button Fill...

• Providing a Service Request QR Code for a guest User

  To create a service request QR code for a guest user who does not have an account make sure you're logged into the web platform and select "Service Requests' from the left-hand navigation menu. 2. This will display all service requests in the platform. Select "QR Codes" 3. Next, you have ...

• QR Codes

  1. Please make sure you are logged into the web platform and select in the left hand navigation menu "Service Requests" . 2. Click on "QR Codes" -> then click "Create QR Code". 3. Fill in all required information. This information will be used to auto populate the Service Request on...

• Removing/Adding a Management Team Member from an Assigned Property

  1. Please make sure you are logged into the web platform and then select "Portfolio View" from the left hand navigation menu. 2. Next, select "Properties" under "Portfolio View" from the left-hand navigation menu. 3. To find the property, you can either locate it from the list of propert...

• Requesting an Account and Approving Users

  Requesting an account by the user / tenant (Web) For each company, there is a "Tenant Contact" (TC) who is responsible for that company in terms of approving additional users or colleagues who will join the platform under that company. Consider the "TC" the gate keeper to approve or reject requ...

• Resending a pending invite to a User

  Please make sure you're logged into the platform and select 'Property Management' for the left-hand navigation menu. 2. Next, select 'Users' under 'Property Management' 3. Navigate to the top right- hand corner of your screen and select 'View Pending Invites' 4. Here you can view a li...

• Tenant Chat

  1. Navigate to the lefthand panel and select "Chat" 2. All chat conversations will populate here for your view. 3. To respond to a tenant chat, simply open the conversation and respond. 4. To create a new chat with a tenant, click on "New" 5. Insert the users name that you would like...

• Tenant Insurance Documents

  Uploading Tenant Insurance Documents 1. Please make sure you are logged into the web platform and select in the left hand navigation menu "Portfolio View" -> "Companies". 2. Select the company you will be uploading insurance for. 3. Click the gear icon on the right hand side of the compa...

• User Management

  Invite User (Web) To invite users to the platform, please follow these steps on the web platform 1. On the left hand menu, select "Property Management" -> "Users" 2. Press the "Invite Tenants" button 3. Enter the following fields: Property -> The property you wish to invite the...