Admin
Sales
Making a Booking
- Taking Enquiries
- Losing Enquiries
- Sending a Quote
- Turning an Enquiry into a Confirmed Booking
- Default ETA & ETD Times
- What do the Colours in the Booking Mean?
- How to add more than One Property to a Quote
- How to use the Quote On Hold functionality
- How to use the Bookable Online functionality
- Sending an Email from a Booking
- Taking a Credit Card Payment on a Booking
- Booking FAQs
Operations
Activities
- Initial Set Up for Activities and PPM Activities
- Viewing Existing Activities
- Creating an Activity for a Unit
- Creating an Activity for a Building
- Creating an Activity for an Issue
- Creating an Activity that Blocks Availability
- Closing or Completing an Activity
- Creating an activity template (for use with extras)
- Assigning exemplars (for Cleans, Checkin/Checkout activities) to Units
Property
Preventative Maintenance
CRM
Customer Relationship Management
Finance
Finance
- Reconcile