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PropertySoft

PropertySoft. SCREEN SHOT DEMO This is an EWM Solutions property management software information presentation that briefly reviews what our system offers in a page by page illustration of the menu options. Main Menu.

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PropertySoft

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  1. PropertySoft SCREEN SHOT DEMO This is an EWM Solutions property management software information presentation that briefly reviews what our system offers in a page by page illustration of the menu options. Screen Shot Demo

  2. Main Menu • The main menu gives the manager the ability to select from a couple of different options: • Work Tickets: where new tickets can be created or old tickets located. • Violations: all violations are recorded and stored. • Management: this area contains reports which help the manager/management company track open tickets and contractors. It also allows for interface with MS Word for bidding specifications and automatic faxes to the vendors. • Admin: here all owner and resident information can be entered for later access by all modules; including: Pool Passes; Gate Entry Access, Vehicle and Pet registrations and other administrative tasks. Screen Shot Demo

  3. Work Ticket – Sub Menu • The work ticket menu serves as a general launching pad for the managing, issuing, tracking and closing of the manager’s work tickets. • Some of the abilities that this menu provides are: • Find a Work ticket: which opens a work ticket browser. • View Open Work Tickets. • Print a Postcard to notify homeowner or resident of scheduled work • Print a Work Ticket for auto-fax to contractor • Issue an INVOICE for specific work or a specific Work Ticket Screen Shot Demo

  4. Work Ticket Browser • Each work ticket contains all of the pertinent information for all of the involved parties. Some of the information contained in these pages are: • Property Number • Account Number • Homeowner Contact Info • Work History for the Unit • Contractor Contact Info • Category of Work • Description of the Work • Whether the Work Will Be Invoiced Screen Shot Demo

  5. Violations • Here the manager can: • Enter a new violation • View open violations • Locate historical violations • Issue violation letters, fines and invoices • View logs Screen Shot Demo

  6. Violation Records • Violation records contain the necessary information for the closing violations and the collections of fines • Add new violations • Issue a violation letter • Track homeowner responses • Issue invoices for unpaid fines • All homeowner information is pulled directly from your homeowner database, saving on entry time. Screen Shot Demo

  7. Violation Letters • The system contains violation letter templates for a variety of circumstances, including the number of times the homeowner/ resident has been notified, and the nature of the violation • Letters are generated automatically, according to the criteria recorded during the entry of the violation. • A letter can be previewed on the screen or exported directly to your printer. Screen Shot Demo

  8. Invoice Reports - • This module maintains all invoices issued for: • Work Tickets, Violations, Sale of Gate Access Remotes etc. • It provides for a quick view of open and paid invoices by: • Contractor, Homeowner or Association. • The data in this section can be exported into Excel for use by the Accounting Department. Screen Shot Demo

  9. Manager’s Dashboard • The Manager’s Dashboard provides advanced reporting to the property manager or management company owner: • Automatic Tickler Alert: Mangers can quickly identify problem areas with a list of tickets that have been open for more than 7 days. • Bid and RFP Solicitations: Managers can select all contractors from whom to solicit proposals and send a mail merge for RFP’s, specifications and letters with return dates and bid procedures. • Contractor Report: Managers can view all of a contractor’s work tickets for all of their sites for comparison of performance and price. Screen Shot Demo

  10. System Administration • Managers can keep all of their property information up-to-date, with easy entry and recall. • Here specific information can be entered for: • Homeowners • Contractors • Vehicles • Pets • The information entered here is accessible throughout the system by account number, saving valuable entry time, or by address, name etc. Screen Shot Demo

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