Property Summary Report

Properties>Reports The Property Summary Report provides list information on property details. Only client administrators and staff with report view for properties can view this report. Default Report Type for output is PDF, but Excel and CSV formats can be selected...

Properties: Data Download

Administration> Data: Properties Administration > Data navigation  A client administrator can generate a csv file of details for all properties from the administration menu. Download: Properties   Select the Download tab, the properties radio button, and...

Create User Groups: Employee Groups and Lease Tenants

Tenant/Employee contacts are users that can submit service requests, but can’t see work orders or equipment like staff can. Every Tenant/Employee belongs to a parent user group. There are two types of user groups: Employee Groups and Lease Tenants. From the User Group...