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  • 1. Admin Documentation

  • Getting Started

    • What Is Sytewise?

    • Quick Start: Getting to Know Sytewise

    • Welcome to Your Dashboard

    • Add and Edit Vendors

    • Creating a Property in Sytewise

    • Create A Fixture

    • Adding Fixtures in Bulk using the Library

    • Create A Group of Fixtures

    • Set Up Recurring Work Orders

    • Creating a Work Order

    • Creating a Survey

  • Managing Properties and Assets

    • Creating and Managing Work Orders

    • Setting Up Vendors in Sytewise

    • Building an Annual Workflow with Reminders

    • Reporting in Sytewise: What You Have, How to Use It, and How to Make It Work for You

    • Parts: Create, Edit and Clone

  • Reference: Terms & Concepts

    • Properties

    • Trades

    • Fixtures

    • Parts

    • Clients

    • Adding Photos to Fixtures

    • Work Orders

    • Why Property / Trade?

    • Survey

    • Tenants

    • Users

    • Contracts

    • Contacts

    • The Property Information Funnel

    • WO, Survey Email Preferences

    • Favorite Properties

  • Reference: The Sytewise User Interface

    • Interface parts

    • The Dashboard

    • Property Page (part 1)

    • Property Page (part 2)

    • Fixture Page

    • Creating A Work Order

    • Work Orders in the Vendor Portal

    • Creating A New Property

    • Sytewise Vendors

    • Sytewise Surveyors

    • Adding and Managing Clients

    • Creating Surveys

    • Contracts

    • Libraries

    • The Fixtures Page

    • Reminders

    • Email Log

    • Creating a Checklist Template

    • Fixture Checklists: From Assignment to Archive

    • Using Checklists with Work Orders

    • Adding Parts to Fixtures and Why It's Worth Doing Right

    • Creating and Managing Fixtures

  • Surveys and Surveyors

    • What is a Survey?

    • Who is a Surveyor?

    • Surveyor Special Permissions

    • Completing A Survey

    • Surveyor Created Surveys

    • Surveys and Surveyors: Your Eyes in the Field

  • Tips and Best Practices

    • Adding Properties

    • Naming Fixtures and Parts

    • Grouping Fixtures

    • Descriptions can save you Time and Money

Books
1. Admin Documentation
Tips and Best Practices

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...

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Created 5 years ago by Joe Smith
Updated 1 day ago by Jeff Thornhill
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