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35 total results found

Adding and Managing Clients

1. Admin Documentation Reference: The Sytewise User Interface

Clients are an integral part of property management if the relationship with the property manager...

Sytewise Vendors

1. Admin Documentation Reference: The Sytewise User Interface

In the Sytewise ecosystem Vendors are the moving parts that keep things working. Vendors, through...

Sytewise Surveyors

1. Admin Documentation Reference: The Sytewise User Interface

In the day to day management of any property information is king. And the assessment of your asse...

Creating Surveys

1. Admin Documentation Reference: The Sytewise User Interface

You will and various times need to asses your property's health by checking if everything is in g...

Contracts

1. Admin Documentation Reference: The Sytewise User Interface

The relationships between a property manager, the owner (client) and a vendor often requires cont...

Libraries

1. Admin Documentation Reference: The Sytewise User Interface

A library is a saved set of choices or values associated with a Sytewise Contracts or Fixtures. W...

The Fixtures Page

1. Admin Documentation Reference: The Sytewise User Interface

In the Sytewise user interface, there is a menu for "Fixtures". This is a fixture search across a...

Email Log

1. Admin Documentation Reference: The Sytewise User Interface

Sytewise notification system utilizes a transactional email service. When a Work Order or Survey ...

Reminders

1. Admin Documentation Reference: The Sytewise User Interface

Reminders are calendar based action items that can be associated with any Property, Trade, Fixtur...

What is a Survey?

1. Admin Documentation Surveys and Surveyors

A survey is a property status report for all fixtures in a particular trade. Surveys are created ...

Who is a Surveyor?

1. Admin Documentation Surveys and Surveyors

A Surveyor is an individual with permission to use the survey portal. Any Surveyor can be issued ...

Surveyor Special Permissions

1. Admin Documentation Surveys and Surveyors

Select Surveyors are given “Create” permission Create Permission grants that surveyor the abil...

Completing A Survey

1. Admin Documentation Surveys and Surveyors

A surveyor logs into the Survey Portal with the username and password the Admin created for them....

Surveyor Created Surveys

1. Admin Documentation Surveys and Surveyors

For a Surveyor to create a Survey they must have permission granted by an admin to create surveys...

Parts: Create, Edit and Clone

1. Admin Documentation Managing Properties and Assets

Sytewise Parts are attached to Fixtures. A parts list is associated with fixtures. To create a ne...