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  • 1. Admin Documentation

  • Getting Started

    • Quick Start Guide & Suggested Reading Order

    • What Is Sytewise?

    • Welcome to Your Dashboard

    • Left Menu Options

    • Creating a Vendor

    • Creating a Property in Sytewise

    • Creating Your First Fixture

    • Using the Fixture Library to Build Properties Fast

    • Creating Your First Work Order

    • Set Up Recurring Work Orders

    • Creating Your First Survey

    • Using the Property Library to Build Your Portfolio Fast

    • Setting Up Admin Users in Sytewise

  • 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

  • Reference: Terms & Concepts

    • Properties

    • Trades

    • Fixtures

    • Parts

    • Clients

    • Adding Photos to Fixtures

    • Work Orders in Sytewise

    • Why Property / Trade?

    • Survey

    • Tenants

    • Users

    • Contracts

    • Contacts

    • The Sytewise Information Funnel

    • WO, Survey Email Preferences

    • Favorite Properties

  • Reference: The Sytewise User Interface

    • Sytewise User Interface

    • The Dashboard

    • Property Page (part 1)

    • Property Page (part 2)

    • Fixture Page

    • Work Orders in the Vendor Portal

    • Adding and Managing Clients

    • Contracts

    • Email Log

    • Creating a Checklist Template

    • Fixture Checklists: From Assignment to Archive

    • Using Checklists with Work Orders

    • Adding Parts to Fixtures

    • Creating and Managing Fixtures

    • Creating and Managing Displays in Sytewise

    • Vendor Forms: Compliance, Certification, and Credentials

    • Reference Articles

  • Surveys and Surveyors

    • Surveys and Surveyors: Your Eyes in the Field

    • Completing A Survey

    • Surveyor Special Permissions

  • Tips and Best Practices

    • Naming Fixtures and Parts

    • Grouping Fixtures

    • Descriptions Save You Time and Money

    • How to Set Up Fixtures and Parts: A Guide to Choose What Works for You

  • Work Orders

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.

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...

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