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Quotes Under the Quote tab you are able to action a few different items from here: Create new quote -...
Workorders Under the Workorder tab you are able to action a few different items from here: Repeating workorders - You...
This section can be accessed by an Administrator and Facility Manager user. Tenants registered to the tenant portal can also...
Projects Under the 'Projects' tab you are able to action a few different items from here: Create New Project - You are...
The Services tab allows users to enter in service types and the corresponding account codes for the services. This is...
This section can be accessed by an Administrator and Facility Manager user. The Properties tab allows users to view information in...
This will provide an overview of the properties, contractor and users set up for the portfolio. You can select from...
In the Reports tab, you can generate the following reports:- Quotes Workorders Repeating Workorders Works Requests Projects KPI Reports Maintenance Check...
Creating a Journal Entry A journal entry can be created from the 'WORKORDER' tab by selecting the 'Journal Entry' button. Enter the...