- 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 ...