Includes Properties, Assets & Asset Types, Reports, Service Contracts & Routines.
By Teresa1 author49 articles
Parent/Child Tasks and Properties
Managing parent properties and tenancies
Creating a new property
Viewing a Property
Where do I keep details of additional contacts for a certain site (eg. owners, tenants, etc.) ?
How do I share property documents with a client?
Why would you need to put properties on hold?
Setting Authorisation Limits
How do I change correspondence details for site?
How can I tell which technician was last on site?
Managing default technicians
Everything about Assets
Creating Asset Types
View and Edit Asset Types
Adding an Asset to a Property
How to bulk manage assets
How do I set up automatic labelling for my assets?
How do I move assets from one property to another?
How do I customise a report to be asset type specific?
How to revert asset label patterns to default in bulk
When an asset is removed from site and replaced with another, what do I do?
How do I manage an asset that has changed variant/type on a property?
Are asset icons hosted on Locatrix?
Can I setup a callout task from an asset?
Asset based servicing
How do I add a new variant to an asset type?
Why is my asset duplicating/not on the task work tab?
Creating a Report from a Task
Creating a report from a property
How do I delete unwanted reports?
What is a Yearly Condition Report?
Used Stock Report
To View/ Preview Reports
Adding a internal note to a report
All things Document Templates, Email Templates and Dynamic forms
White Labelling Reports
Everything about Routines
Creating a new routine and setting applicable assets
Unscheduled routines and managing re-attendance
Why is the routine duplicated on the grid?
What do the colours mean on the routine calendar?
How do I manage subcontracted routines/maintenance?
CPI Increase for Routines
How week based routine service levels appear on the routine schedule
Setting up routines for partial servicing (20 percent detector or red/green/blue testing)