[ADVANCED] Property Manager - Maintenance Training Course

Maintenance

Training Course [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.

Let's get to it! 🎉

Course Curriculum

Insights

Available in days

days after you enroll

Insights Overview (3:06)
Quick Downloads & Job Search (2:36)

How Trade Engage and Interact

Available in days

days after you enroll

Trade Email Invoice (1:57)
Trade Email Quote (1:30)
Trade Quote Email Functions (2:02)
Trade Work Order Email Functions (3:04)
Sending Invoice from Accounting Software (3:56)

How Owners Engage & Interact

Available in days

days after you enroll

Approving a Job (1:33)
Approving a Quote (1:48)
Rejecting a Job (1:19)
'I will attend' Function (1:19)

How Tenants Engage & Interact

Available in days

days after you enroll

Omni Channel & Email Method (6:26)
Omni Channel Option (Chatbot) (5:32)

Communications

Available in days

days after you enroll

Turning off Emails in Workflows (1:19)
Notes (1:11)
Emails Tab (2:02)
Communication Inbox (1:18)

Settings & Configuration

Available in days

days after you enroll

Individual PM Settings (2:11)
Office Manager Checklist (8:30)
Insights Automated Reminders (1:46)
Setting up Automated Reminders (3:33)

PROPERTY MANAGER

Maintenance Training Course

[ADVANCED]

Maintenance

Training Course [ADVANCED]

Course Curriculum