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How to Delete a Vendor

In this page, you can delete a vendor. You can not delete a vendor of the vendor is assigned a service request. To delete a vendor, you do the following: Click ‘Manage Vendor’ under ‘Vendor’ Click ‘Delete’ of the selected vendor Click ‘Delete Vendor’ at the bottom of...

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How to Edit a Vendor Details

In this page, you can edit the details of a vendor. To edit the details of a vendor, you do the following: Click ‘Manage Vendor’ under ‘Vendor’ Click ‘Edit’ of the selected vendor There are three main sections: Profile: Business Name: The name of the business First...

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How to Get Details of a Vendor

In this page, you will find the details of a vendor. To get the details of a vendor, you do the following: Click ‘Manage Vendor’ under ‘Vendor’ Click ‘View Details’ of the selected vendor There are three main sections: Profile (Basic Information): Business Name: The...

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How to Get Form Management List

In this section, you will find the list of forms. The list has the following items: Title: The title of the form Description: The description of the from Keywords: Any keyword i.e. lease Is Approved: Yes or No Other functionalities include: Add a New Form: To add a...

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How to Delete a Lead Management

In this section, a lead management can be deleted from the system. To delete a lead management, you do the following: Click ‘Lead Management’ under ‘Tenant’ Click ‘Delete’ of a selected lead management Click ‘Delete This Lead’ at the bottom of the page To delete,...

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How to Edit the Details of a Lead Management

In this page, you can edit the details of a lead management. To get the details of a lead management, you do the following: Click ‘Lead Management’ under ‘Tenant’ Click ‘Edit’ of a selected lead management You can edit the following details: Personal Details First...

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How to Get Details of a Lead Management

In this page, you will find the details of a lead management. To get the details of a lead management, you do the following: Click ‘Lead Management’ under ‘Tenant’ Click ‘View Details’ of a selected lead management You will find the details as follows: Personal...

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How to Create a New Lead Management

A new lead management can be created in this section. To add a lead management, click ‘Lead Management’ under ‘Tenant’. There are four sections to be filled: Personal Details First Name Last Name Gender Email Phone Address Address Country Province City Postal Code...

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How to Get the Lead Management List

In this section, you will find the list of lead managements. The list displays the following information: Current Status First Name Last Name Email Phone First Contact Date Date Created Other functionalities include: Add a Lead: To add a lead, click ‘+Add a Lead’...

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How to Delete a Tenant

In this section, a tenant can be deleted if the tenant is not associated with other data such as service request, income etc. To delete a tenant, you do the following: Click ‘Manage Tenants’ under Tenant Click ‘Manage Tenants’ of the selected property Click ‘‘Manage...

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How to Invite Someone as a Tenant

In this section, you can invite someone to join your team as a tenant. The following data fields need to be to filled to invite as a tenant: Email: The email of the person to be invited Name: The name of the person Property: The address of the property Unit Number:...

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How to Edit an Admin

In this section, the super admin can change the admin type and control actions to the property/properties. To edit an admin, you do the following: Click ‘Manage Admin’ under ‘Admin’ Click ‘Edit’ to the selected admin Super admin can do the following to the invited...

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How to Manage Invited Admins

The list of all the invited admins are displayed here. To go to the invited admin list, click 'Invited Admins' under 'Admin'. The invited admin list contains the following information about an admin: Name: The name of the invited admin Email: The email of the invited...

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How to Get Details of a Service Request

‘Service Request/Details’ page shows the details of a service request. There are four sections with detail information: 1. Request Details Current Status Reference Number Submitted On Assigned To Property Unit number Category Sub Category Email Phone Best Contact...

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How to Delete a Property Unit Type

A property unit type can be deleted when a unit does not have any reference to the unit type. To delete a property unit type, you do the following: Click ‘Manage Unit Types’ under ‘Property’ Click ‘Manage Unit Types’ of a selected property Click ‘Delete this Unit...

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How to Get Details of a Property Unit Type

In this page, you will find the details of a property unit type. To get the details of a property unit type: Click ‘Manage Unit Types’ under ‘Property’ Click ‘Manage Unit Types’ of a selected property Click ‘View Details’ of a unit type The following information is...

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How to Create a New Unit Type

In this page, a new unit type can be created for a property. To add a new unit type, you do the following: Click ‘Manage Unit Types’ under ‘Property’ Click ‘Manage Unit Types’ of a selected property Click ‘+Add New Unit Type’ The following information need to be...

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How to Get a List of Property Unit Types

In this section, a list of all the unit-types of a property is displayed in a tabular form. To get the list of a property unit type, you do the following: Click ‘Manage Unit Types’ under ‘Property’ Click ‘Manage Unit Types’ of the selected property The table contains...

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How to Delete a Property Unit

A property unit can be deleted when it is not occupied by tenant. To delete a property unit, you do the following: Click ‘Manage Units’ under ‘Property’ Click ‘View all Units’ under ‘Property Unit’ list Click ‘Delete this Unit’ under ‘Property Units’ Click ‘Delete...

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