General Questions and Overview

Provides guidelines for creating and updating unit owners, project sites, lot inventories, tickets, and related records.

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Unit Owner

Tenant or SPA

Receipt and Service Invoice

File Library

Announcements

Financial Period

Unit Owner

How do I create or update this module?

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Create Unit Owner

Update Unit Owner

View Account ledger

The unit owner has multiple properties

Unit owner enrollment to paperless billing

User sign-up in PropTech mobile app

Tenant or SPA

How do I create or update this module?

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Create Tenant or SPA

Update Tenant or SPA

Tenant or SPA user sign-up in PropTech mobile app

Project Profile

How do I create or update this module?

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Create Project Site

Update Project Site Basic Information

Create and Update Manpower

Create and Update Policies and guidelines

Create and Update Amenities

Lot Inventory

How do I create or update this module?

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Create Lot Inventory

Update Lot Inventory

Unit Owner Update in Lot Inventory

View Account Ledger in Lot Inventory

Tickets

How do I create or update this module?

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Create or Open New Ticket

Update or Close Tickets

Forms

How do I create or update this module?

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Create or Submit Forms

Update or Approve Forms

Receipt and Service Invoice

How do I create or update this module?

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Set-up the receipt or service invoice template

Numbering sequence

File Library

How do I create or update this module?

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Create or Upload Files

Update the Uploaded Files

Announcements

How do I create or update this module?

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Create an Announcement

Update an Announcement

Financial Period

How do I create or update this module?

Click the link below to open the topic:

Update Financial Period