Property Portal (Connect)
Property Portal - Assistimo (AI Chatbot)
This article is part of the Property Portal section. Find all related articles here: Property Portal This feature is currently in Beta testing. Assistimo is available as part of the Proptimo Advance package. See our website for more information. ...
Property Portal - Admin: Settings - Client Portal Options and Features
This article is part of the Property Portal 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 ...
Property Portal - Clients: Client Portal Users
This article is part of the Property Portal section. Find all related articles here: Property Portal Once a client has created their Client Portal account, their details — including account status and Terms and Conditions acceptance — can be viewed ...
Property Portal - Jobs and Estimates
This article is part of the Property Portal section. Find all related articles here: Property Portal 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 ...
Property Portal - Admin: Client Portal - How It Looks
This article is part of the Property Portal section. Find all related articles here: Connect The New Client Portal can be customised in Property Portal. You can configure the following aspects to match your organisation’s branding and settings: ...
Property Portal - Comments
This article is part of the Property Portal section. Find all related articles here: Property Portal 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 ...
Property Portal - Scheduling: My Calendar
This article is part of the Property Portal section. Find all related articles here: Property Portal The My Calendar page, found under the Scheduling menu, provides an overview of your scheduled meetings and tasks. Meetings appear with a blue ...
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 ...
Property Portal - Cases
This article is part of the Property Portal section. Find all related articles here: Property Portal 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 ...
Property Portal - Scheduling: My Tasks - Managing Tasks
This article is part of the Property Portal section. Find all related articles here: Property Portal 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 ...
Property Portal - Scheduling: My Tasks - Creating Tasks
This article is part of the Property Portal section. Find all related articles here: Property Portal 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 ...
Property Portal - Admin: Working Hours
This article is part of the Property Portal section. Find all related articles here: Property Portal 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 ...
Property Portal - Admin: Customisable Types
This article is part of the Property Portal section. Find all related articles here: Property Portal 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 ...
Property Portal - Power BI Reports
This article is part of the Property Portal section. Find all related articles here: Property Portal The images below are for demonstration purposes only and do not contain real data. Viewing and Filtering Reports Property Portal includes a Power BI ...
Property Portal - Admin: Users, User Groups and Permissions
This article is part of the Property Portal section. Find all related articles here: Property Portal In the Admin menu > Users submenu, you can: create and manage users create and manage user groups assign and unassign permissions Use the three ...
Property Portal - Signing Up and the Dashboard
This article is part of the Property Portal section. Find all related articles here: Property Portal Introduction The Property Portal is a web-based application designed to help property managers and homeowners interact more easily. It allows you to ...