1. Admin Documentation
Help articles for using the Sytewise property asset management software.
Getting Started
What Is Sytewise?
Sytewise is a systems operations platform built for teams that manage physical spaces and the wor...
Quick Start: Getting to Know Sytewise
Managing buildings and the systems inside them involves a lot of moving parts, and most of the fr...
Welcome to Your Dashboard
The dashboard is the first thing you see after logging in, and it earns that spot. It gives you a...
Add and Edit Vendors
Vendors are the people that work for you on your properties. They can be employees, outside cont...
Creating a Property in Sytewise
Every building, location, or managed space in your portfolio starts as a property record. The pro...
Create A Fixture
You can create a new Fixture in the following three ways: Create a brand new fixture from scra...
Adding Fixtures in Bulk using the Library
I have a lot of Fixtures! Adding large numbers of Fixtures on your properties relatively quickly...
Create A Group of Fixtures
On the Property page select a Trade where you have several fixtures that you would like to view a...
Set Up Recurring Work Orders
Setting up recurring work orders in the Sytewise platform is easy to do and keeps your recurring ...
Creating a Work Order
Work orders are easy to create in Sytewise. Each Work Order is specific to a Property and a Trad...
Creating a Survey
Surveys are useful for managing the care and maintenance of the fixtures at each of your location...
Managing Properties and Assets
Sytewise is a powerful asset management tool that has a property-centric view of fixtures and dev...
Creating and Managing Work Orders
A work order is the engine of property operations in Sytewise. It captures what needs to be done,...
Setting Up Vendors in Sytewise
Vendors are at the center of how work gets done in Sytewise. Before you can issue a work order, a...
Building an Annual Workflow with Reminders
Reactive property management is exhausting. Something breaks, you scramble. A vendor falls throug...
Reporting in Sytewise: What You Have, How to Use It, and How to Make It Work for You
Good reporting is the difference between managing a property and understanding it. Sytewise gener...
Parts: Create, Edit and Clone
Sytewise Parts are attached to Fixtures. A parts list is associated with fixtures. To create a ne...
Reference: Terms & Concepts
Terms and concepts related to using the Sytewise platform.
Properties
Properties are one of the fundamental concepts of the Sytewise system. A Property can be an actu...
Trades
A Trade is a type of work conducted on your property locations. It can be work conducted by your...
Fixtures
A fixture, in the Sytewise Property Asset Manager, is a fixed property asset that requires mainte...
Parts
Parts are Where the Work Gets Done Parts helps you track the components of your fixtures along w...
Clients
Clients are the people or entities that own the properties or locations that you manage with Syte...
Adding Photos to Fixtures
Fixtures are any fixed property asset that requires maintenance or repair. Fixtures are located w...
Work Orders
A work order is an action request for a trade vendor to complete work on a fixture related to a p...
Why Property / Trade?
The Sytewise Property Management System is property centric, meaning all activity recorded and st...
Survey
A survey is an action request for a Surveyor to look at and document the status of fixtures on a ...
Tenants
Tenants are those that occupy the properties and spaces that you manage. They can be your actual...
Users
Users is anyone that uses the Administration portal of the software. The can be a property manag...
Contracts
Contracts are agreements between Clients, Vendors, and Properties. Contracts keep your scheduled...
Contacts
Contacts are people associated with Vendors, Clients, or Properties. Keeping their contact infor...
The Property Information Funnel
Designed for Work and Designed for Data The Sytewise platform is designed to help you gather th...
WO, Survey Email Preferences
When you create a Work Order or Survey, you have an option to send the vendor or surveyor an emai...
Favorite Properties
Your Dashboard and Properties pages in the Sytewise Admin show a list of your favorite properties...
Reference: The Sytewise User Interface
A rundown of the Sytewise user interface from the main admin screen through the menus and pages.
Interface parts
The Sytewise User Interface Once you are logged in the Sytewise interface will have the follow...
The Dashboard
The initial page once you log in is your property management dashboard. Shortcuts The top con...
Property Page (part 1)
The property page in the Sytewise system is the central hub for all things property management. T...
Property Page (part 2)
The bottom half of the property page includes related information and links related to the select...
Fixture Page
Fixtures are where Sytewise's power comes in full display. A property manager manages fixed asset...
Creating A Work Order
Sytewise' is a Work Order platform at its heart. This is where the hard work of your property, tr...
Work Orders in the Vendor Portal
Sytewise offers a Vendor Portal to all accounts where vendors can interact with Work Orders and t...
Creating A New Property
To create a new property in Sytewise use the Main Navigation Menu on the left go to Properties > ...
Sytewise Vendors
In the Sytewise ecosystem Vendors are the moving parts that keep things working. Vendors, through...
Sytewise Surveyors
In the day to day management of any property information is king. And the assessment of your asse...
Adding and Managing Clients
Clients are an integral part of property management if the relationship with the property manager...
Creating Surveys
You will and various times need to asses your property's health by checking if everything is in g...
Contracts
The relationships between a property manager, the owner (client) and a vendor often requires cont...
Libraries
A library is a saved set of choices or values associated with a Sytewise Contracts or Fixtures. W...
The Fixtures Page
In the Sytewise user interface, there is a menu for "Fixtures". This is a fixture search across a...
Reminders
Reminders are calendar based action items that can be associated with any Property, Trade, Fixtur...
Email Log
Sytewise notification system utilizes a transactional email service. When a Work Order or Survey ...
Creating a Checklist Template
Think of a checklist template as the master recipe for a recurring task. You write it once, and f...
Fixture Checklists: From Assignment to Archive
Checklists are how work gets done, tracked, and proven. Once you've built a template (see the art...
Using Checklists with Work Orders
Checklists and work orders are designed to work together. Understanding when to attach a checklis...
Adding Parts to Fixtures and Why It's Worth Doing Right
A fixture in Sytewise is more than a name on a list. It's a container for the actual equipment th...
Creating and Managing Fixtures
A fixture is the unit of work in Sytewise. Properties hold trades, trades hold fixtures, and fixt...
Surveys and Surveyors
A survey is a property status report for all fixtures in a particular trade.
What is a Survey?
A survey is a property status report for all fixtures in a particular trade. Surveys are created ...
Who is a Surveyor?
A Surveyor is an individual with permission to use the survey portal. Any Surveyor can be issued ...
Surveyor Special Permissions
Select Surveyors are given “Create” permission Create Permission grants that surveyor the abil...
Completing A Survey
A surveyor logs into the Survey Portal with the username and password the Admin created for them....
Surveyor Created Surveys
For a Surveyor to create a Survey they must have permission granted by an admin to create surveys...
Surveys and Surveyors: Your Eyes in the Field
Not every property visit results in a work order. Sometimes you need someone to go look at things...
Tips and Best Practices
Here are some words of experience on the best way to add and use data in Sytewise.
Adding Properties
Adding properties is a pretty simple and straight forward process. Here's a couple of things to ...
Naming Fixtures and Parts
Here are some thoughts on Fixture Names and why a Naming Convention is a good idea. What’s in...
Grouping Fixtures
Grouping Fixtures is a powerful tool to allow you to look at subsets of fixtures on a property qu...
Descriptions can save you Time and Money
Searching for a specific type of fixture across your portfolio used to take a lot of time and gue...