All the settings areas are now set up but there are other areas which are worth setting up now so that you can hit the ground running. Below is a list of the areas and their help file links.
Document Set up:
We supply a set of templates, they need to be edited with company name and your own wording. Tools - Document Templates - or Go to the Mail Merge File.
Creditors:
Enter in a list of the Creditors/Suppliers that you use along with their Bank Accounts, so that you are ready to do Work Orders and Invoicing. See the Maintenance Procedure Section.
Owners, Properties and Tenants: If you did not have a conversion from another software you will need to enter in all your Owners, Properties and Tenants. There is a Procedure file for each area.
Inspections for each Property: Control - Inspections or see the Inspections Procedure Section
Set up the Template for the Inspection App: on the iPhone/pod/pad. See the Procedure File
Set up YouTube Account:
Go to www.youtube.com and follow the instructions we have under frequently asked questions
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