Alto can help us to manage our client payments and reconcile our bank accounts. Reconciliation is mandatory, and in order to simplify the process I recommend that you carry it out on a daily basis. Reconciliation Receipt Overnight Funds Bank any funds that missed the previous cut-off Find the Account […]
Marketing pictures and floorplans come to us in a raw state which require processing in order to make them web-and-print-ready. Here’s how do it. Photolab Opening the Files in DXO Photolab Editing Pictures Presets Exporting the Pictures Removing Grey Skies Floorplans Photolab Marketing pictures are taken in a RAW format. […]
We use Agency Express to manage all of our For Sale/To Let boards. Agency Express have an online dashboard called Signmaster that allows us to instruct changes and access invoices. Accessing Signmaster Adding a New Board Managing or Removing an Existing Board A Note About Let By/Sold Accessing Signmaster Signmaster […]
Alto dynamically generates letters, tenancy agreements and forms based on data entered into it. In all cases, the document will be called a “Letter” by the system. In this section, we will discuss how the system works. The Letter Rack The Two Types of Letters Generating Letters Event-Generated Letters Ad-Hoc […]
“Works Orders” are records of maintenance/repairs/other such work required at a property. They track the job from report through to completion. Accessing Works Orders The Works Orders Module Per Property Works Orders Per Supplier Works Orders Adding a New Works Order Instructing Work or Requesting a Quote Completed Work Remember […]
In this section we will discuss the ongoing tasks that make up property management. Property Management Dashboard Event Dates Arrears Tenancy Landlords/Suppliers to Pay Works Orders Charges and Funds Deposits Certificates EPCs Instructing the EPC Uploading the EPC Updating the Management Date Add the Charges Inspections Booking the Inspections The […]