1. Admin Documentation
Help articles for using the Sytewise property asset management software.
Getting Started
Quick Start Guide & Suggested Reading Order
Where to Start The articles below cover the core features of Sytewise. If you're new to the s...
What Is Sytewise?
Sytewise is a systems operations platform built for teams that manage physical spaces and the wor...
Welcome to Your Dashboard
The dashboard is the first thing you see after logging in, and it earns that spot. It gives you a...
Creating a Vendor
Vendors are the people who work on your properties — outside contractors, service companies, or e...
Creating a Property in Sytewise
Every building, location, or managed space in your portfolio starts as a property record. The pro...
Creating Your First Fixture
A fixture is any fixed asset on a property that requires maintenance, service, or documentatio...
Using the Fixture Library to Build Properties Fast
If you manage more than a handful of properties, you already know the feeling: new location comes...
Creating Your First Work Order
Work orders are how you assign tasks to a vendor and kick off the paperwork trail. You create the...
Set Up Recurring Work Orders
Setting up recurring work orders in the Sytewise platform is easy to do and keeps your recurring ...
Creating Your First Survey
Creating Your First Survey Surveys are how Sytewise puts a trained set of eyes on a property bef...
Using the Property Library to Build Your Portfolio Fast
Using the Property Library to Build Your Portfolio Fast You just added a new location to your po...
Setting Up Admin Users in Sytewise
This article walks through the entire process: creating the account, configuring every setting...
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...
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 Sytewise is the physical asset at a property that everything else revolves around. I...
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 in Sytewise
A work order is the record of work -- requested, assigned, completed, and documented. Whether you...
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 Sytewise Information Funnel
Sytewise is built around a hierarchy. Every piece of information in the system belongs somewhere....
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.
Sytewise User Interface
Once you are logged in the Sytewise interface will have the following components always availab...
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...
Work Orders in the Vendor Portal
Sytewise offers a Vendor Portal to all accounts where vendors can interact with Work Orders and t...
Adding and Managing Clients
Clients are an integral part of property management if the relationship with the property manager...
Contracts
The relationships between a property manager, the owner (client) and a vendor often requires cont...
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
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...
Creating and Managing Displays in Sytewise
Overview If you are installing or documenting a multi-panel LED display, Sytewise has a purpose-...
Vendor Forms: Compliance, Certification, and Credentials
Every vendor who works on your properties brings something with them beyond tools and a truck. Th...
Reference Articles
A technician arrives at a property to service a piece of equipment they have never worked on befo...
Surveys and Surveyors
A survey is a property status report for all fixtures in a particular trade.
Surveys and Surveyors: Your Eyes in the Field
Not every property visit ends with a work order. Sometimes you just need a trained set of eyes to...
Completing A Survey
A surveyor logs into the Survey Portal with their username and password. The home page once logge...
Surveyor Special Permissions
Most surveyors do exactly what the name suggests -- they observe and report. But some surveyors a...
Tips and Best Practices
Here are some words of experience on the best way to add and use data in Sytewise.
Naming Fixtures and Parts
Why a Naming Convention is a good Idea What’s in a Name? Which HVAC Unit needs a new compres...
Grouping Fixtures
Grouping Fixtures is a powerful tool to allow you to look at subsets of fixtures on a property qu...
Descriptions Save You Time and Money
Searching for a specific type of fixture across your portfolio used to take a lot of time and gue...
How to Set Up Fixtures and Parts: A Guide to Choose What Works for You
Every system you manage in Sytewise starts with the same question: how deep do you want to go? T...
Work Orders
Work orders are the operational core of Sytewise. They are the records that connect properties, ...