Getting Started

View budgets on the community portal

Once owners and tenants have accepted their invitation to join the community portal, this is what their dashboard should look like. 1. Click “budgets” on the left side of the screen. 2. Select your chosen budget. You will have a whole view of the budget that was created by the PM here. (below)

Raising Cases as an Agent

Cases can be raised in your dashboard to notify home owners or tenants of issues. 1. Click “Cases” on the left side of the screen. 2. Then click “Raise new” to create a new case. 3. In the Unit dropdown select the residence as seen below. 4. Then you must select a contact to whom […]

Invite Owners and Tenants to the community portal

Once the development is set up, you will want to add owners and tenants to the community dashboard. You can do so in 3 ways. You will be  pushed to send invites to all after the last step of the 4 step wizard. If you choose not to, you can also click send invites to […]

Budgets

Now that you have your schedules created, you can add a budget for your development. 1. On your management company dashboard,  select “budgets” on the left hand navigation bar. 2. Click “Add a budget” in the right hand corner. 3. The next step will be to create a budget name, a start and end date […]

Add schedules to your development

In the lease agreement schedules are set out. These may be service charges, parking charges, or charges based on property type.   1. Click “Schedules” on the left hand side navigation bar. 2. You can download the pre-loaded excel sheet and insert the necessary variables. Click the download button. 3. Once the Schedules sheet is […]

Adding Directors to a Development

The final step in the setup wizard is to assign your director(s) to the company. 1. The director(s) can be chosen from the dropdown owner list. There must be a minimum of one director chosen. 2. When the green tick appears click “all done” on the left of the page. 3. You will be invited […]

Adding blocks and units to a development

The next step will be to add a Block(s) to the Development by clicking “add blocks”. 1. Click “Add a block” on the right side of the screen. 2. Insert details of the block, including Block name, address and postcode, and post town. ( This is the physical address of the development. 3. The block […]

Add new development

To add a new development, navigate to the right side of the screen and click the white plus (+) symbol. 2. Fill in all relevant details for the new Development. Select Property Manager from drop-down menu Company name Development Name Address – this is the registered business address of the management company. Date of Incorporation […]

Add documents to a management company

To begin adding content to a development, we start by adding documents to the management company. 1. After completing the initial form, you will automatically be brought to the onboarding wizard that follows a 4 step process. You can also be brought to this page by searching for the company name in the directory. While […]

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