Office Training 1

To prepare for the next training session face to face/virtually, please watch and read this information. 

 

Overview of Office View 

An beginners overview how our system works for office users here

Detailed videos on each module to watch

  • Setting up a new user video here
  • Setting up a client and billing card video here
  • Setting up a property video here
  • Setting up a routine video here
  • How to create an asset video here
  • How to service an asset/add a remark video here
  • Generating tasks at the start of each month video here
  • Setting up a call out task video here
  • How to dispatch to the client video here
  • Using the defect quoter video here


The difference between client groups, clients and property contacts.

Setting up your customers correctly:
This is going to be explained with an example of the company Uptick. 

  1. The highest level of access is Parent Client Group/Client Group. We suggest this is the entire company as a whole. In this example, Uptick National. You might have 1 or 2 main people who need to access this portal, on a large scale. 

  2. Client is the next level down, this is exact individual portfolio. This might translate well to Property Manager, or OC manager. This is the person who receives majority of the correspondence about a particular property. You might have 3 people who work at Uptick, Mads, Brigette and Luke, who all get their own "Client", so their properties can be linked to them.
    Note: Within the client, you can break down which email receives reports, quotes, correspondence and invoices, to help with workflows. 

  3. Property Contact is underneath a property, which lives under a client's portfolio. You can put people like owners, building managers and tenants under here, and tick the boxes of things you'd like them to receive. ClientGroupSummaryV2.png

 

Was this article helpful?
0 out of 0 found this helpful