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Features and Functionality

Detail all the features and functionalities of the software or product, including how to use them, any customization options available, and any limitations or constraints.

Intranet Dashboard

The Intranet Dashboard is a centralized hub designed to streamline facility management and en...

Guests

Information and services related to guest management, such as checking in and out, guest profiles...

Delivery / Parcel

Handling of deliveries and parcels, including tracking, notifications, and pickup information for...

Reservations & Booking System

Features Unlimited number of Booking Resources   Booking resources - it's your servi...

Contacts / Accounts

A directory of important contacts, including staff, departments, and external service providers. ...

Activities

Providing clear and detailed information about available activities enables guests to make inform...

Time Clock

A tool for staff to clock in and out, manage their working hours, and track their attendance. Pl...

Communications

Assets

Maintenance

Maintenance refers to the systematic care, servicing, and repair of equipment, facilities, or sys...

Reports

Administrative Task

Activity Types

 To create a new activity type, complete the fields for 'Activity Type Name', 'Parent', 'Color', ...

Contact Types

Refer to the categories or classifications of contacts you manage in a system When adding or edi...

Parcel Types

Are classifications used to organize and manage different kinds of parcels within a system. Prope...

Address Types

Are used to categorize and organize the different types of addresses managed within the system. T...

Relationship Types

Classifications used to define and manage the nature of relationships between contacts, accounts,...

Membership Types

Are categories used to define and manage different levels or classifications of memberships withi...

Preference Types

Classifications used to define and organize different kinds of user or system preferences within ...

Maintenance Types

Are classifications used to organize and manage various maintenance activities within an organiza...

Pet Types

Allows users to define and manage standardized categories of animals within the system. This ensu...

Department Types

Used to categorize and manage organizational units within the system. Proper configuration ensure...

Location Types

Helps standardize data entry, streamline workflows, improve reporting accuracy, and facilitate op...

Trade Types

Trade Types are predefined categories used to classify and organize the various skilled services ...

Warranty Status

The Warranty Status section allows administrators to define and manage the different statuses use...

Unit Locations

The Unit Locations section is used to define, manage, and track the various physical or virtual u...

Referral Resources

The Referral Sources section allows administrators to define and manage the origins or channels t...

Sales Representatives

The Sales Representatives section allows administrators to define and manage individuals or teams...

Ratings

The Ratings section allows administrators to define and manage evaluation or performance levels u...

Warranties

Warranty Activity

Within the Warranty Activity section, you have the ability to create new Activity Types. When set...

Warranties Dashboard

Details about warranties related to the facility's equipment, units, or other services. This incl...

Creating a Warranty Status

Warranty Status refers to the current state of a product’s warranty claim or warranty coverage. I...

New Warranty Claim - Resident's Portal

The New Warranty Claim feature in the Resident’s Portal allows residents to submit warranty reque...

Warranty Subcontractor Magic Link

A Warranty Magic Link is a secure, unique URL or link generated by a warranty management system t...

Creating a New Resources/Subcontractor

Creating a new Resource or Subcontractor in the system is an essential step in organizing service...

Manager/Admin Guide: Reviewing and Approving or Denying New Warranty Claims Submitted by Residents in the Resident’s Portal

On the Manager/Admin side, once a Resident/User submits a New Warranty Claim, it will appear in t...

Assigning Subcontractor

Assigning a Subcontractor is a structured process in which a registered subcontractor is linked t...

Adding Trades to a Subcontractor

Adding Trades to a Subcontractor is an important step in defining the specific skills, expertise,...

Ticket/Warranty Claim Status for User/Resident

Ticket/Warranty Claim Status for User/Resident - This section outlines the process that Users and...

Multiple Warranty Claim - Resident/User Portal

Multiple Warranty Claim refers to a feature within a Resident or User Portal that allows a reside...