Connect
Connect - Admin: Settings - Client Portal Options and Features
This article is part of the Connect section. Find all related articles here: Connect Available Settings You can control which features clients have access to in the Client Portal by configuring the Client Portal Settings page: To manage these ...
Connect - Clients: Client Portal Users
This article is part of the Connect section. Find all related articles here: Connect Once a client has created their Client Portal account, their details — including account status and Terms and Conditions acceptance — can be viewed in the Connect ...
Connect - Jobs and Estimates
This article is part of the Connect section. Find all related articles here: Connect Jobs You can view jobs raised for developments in the Jobs menu. All active jobs are listed with their current status. You can sort columns and use the search boxes ...
Connect - Admin: Client Portal - How It Looks
This article is part of the Connect section. Find all related articles here: Connect The New Client Portal can be customised in Connect. You can configure the following aspects to match your organisation’s branding and settings: Company Branding To ...
Connect - Comments
This article is part of the Connect section. Find all related articles here: Connect Introduction You can add comments to meetings, cases, jobs and estimates — but not to tasks. There are two types of comments: public and private. Use private ...
Connect - Scheduling: My Calendar
This article is part of the Connect section. Find all related articles here: Connect The My Calendar page, found under the Scheduling menu, provides an overview of your scheduled meetings and tasks. Meetings appear with a blue background. Tasks are ...
Connect - Scheduling: Upcoming Meetings
This article is part of the Connect section. Find all related articles here: Connect The diagram below shows the action buttons available within a meeting: Creating Meetings To create a meeting: Go to the Scheduling menu. Hover over Upcoming ...
Connect - Cases
This article is part of the Connect section. Find all related articles here: Connect You can create cases individually or as part of a meeting. We’ll refer to these as individual cases and meeting cases. The diagram below shows the action buttons ...
Connect - Scheduling: My Tasks - Managing Tasks
This article is part of the Connect section. Find all related articles here: Connect You can create tasks individually or as part of a case or meeting. We'll call these individual tasks, case tasks and meeting tasks. The diagram below shows the ...
Connect - Scheduling: My Tasks - Creating Tasks
This article is part of the Connect section. Find all related articles here: Connect You can create tasks individually or as part of a case or meeting. We’ll refer to these as individual tasks, case tasks and meeting tasks. Creating Tasks To create ...
Connect - Admin: Working Hours
This article is part of the Connect section. Find all related articles here: Connect Go to the Working Hours section in the Admin menu to set your standard hours and any exceptions. Standard Working Hours Click the pencil icon under Standard Working ...
Connect - Admin: Customisable Types
This article is part of the Connect section. Find all related articles here: Connect To add and manage SLA types for cases, documents and meetings: Go to the Admin menu > Customisable Types. Click on a type under Customisable Types (e.g. Case Status ...
Connect - Power BI Reports
This article is part of the Connect section. Find all related articles here: Connect The images below are for demonstration purposes only and do not contain real data. Viewing and Filtering Reports Connect includes a Power BI integration, allowing us ...
Connect - Admin: Users, User Groups and Permissions
This article is part of the Connect section. Find all related articles here: Connect In the Admin menu > Users submenu, you can: create and manage users, create and manage user groups, assign and unassign permissions. Use the three options here: ...
Connect - Signing Up and the Dashboard
This article is part of the Connect section. Find all related articles here: Connect Introduction Connect is a web-based application designed to help property managers and homeowners interact more easily. It allows you to schedule meetings, manage ...