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Maintenance Plus: Property Manager Advanced

This self-paced training course will give you advanced knowledge on how to setup and configure the settings on your account, walkthrough communications settings and an overview on how to use our property manager Insights.

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Curriculum0 hr 58 min

  • Insights
  • Insights Overview 0 hr 3 min
  • Quick Downloads & Job Search 0 hr 3 min
  • How Trade Engage and Interact
  • Trade Email Invoice 0 hr 2 min
  • Trade Email Quote 0 hr 2 min
  • Trade Quote Email Functions 0 hr 2 min
  • Trade Work Order Email Functions 0 hr 3 min
  • Sending Invoice from Accounting Software 0 hr 4 min
  • How Owners Engage & Interact
  • Approving a Job 0 hr 2 min
  • Approving a Quote 0 hr 2 min
  • Rejecting a Job 0 hr 1 min
  • 'I will attend' Function 0 hr 1 min
  • How Tenants Engage & Interact
  • Omni Channel & Email Method 0 hr 6 min
  • Omni Channel Option (Chatbot) 0 hr 6 min
  • Communications
  • Turning off Emails in Workflows 0 hr 1 min
  • Notes 0 hr 1 min
  • Emails Tab 0 hr 2 min
  • Communication Inbox 0 hr 1 min
  • Settings & Configuration
  • Individual PM Settings 0 hr 2 min
  • Office Manager Checklist 0 hr 9 min
  • Insights Automated Reminders 0 hr 2 min
  • Setting up Automated Reminders 0 hr 4 min

Curriculum0 hr 58 min

  • Insights
  • Insights Overview 0 hr 3 min
  • Quick Downloads & Job Search 0 hr 3 min
  • How Trade Engage and Interact
  • Trade Email Invoice 0 hr 2 min
  • Trade Email Quote 0 hr 2 min
  • Trade Quote Email Functions 0 hr 2 min
  • Trade Work Order Email Functions 0 hr 3 min
  • Sending Invoice from Accounting Software 0 hr 4 min
  • How Owners Engage & Interact
  • Approving a Job 0 hr 2 min
  • Approving a Quote 0 hr 2 min
  • Rejecting a Job 0 hr 1 min
  • 'I will attend' Function 0 hr 1 min
  • How Tenants Engage & Interact
  • Omni Channel & Email Method 0 hr 6 min
  • Omni Channel Option (Chatbot) 0 hr 6 min
  • Communications
  • Turning off Emails in Workflows 0 hr 1 min
  • Notes 0 hr 1 min
  • Emails Tab 0 hr 2 min
  • Communication Inbox 0 hr 1 min
  • Settings & Configuration
  • Individual PM Settings 0 hr 2 min
  • Office Manager Checklist 0 hr 9 min
  • Insights Automated Reminders 0 hr 2 min
  • Setting up Automated Reminders 0 hr 4 min