Internal learning · Live demo
Property management software how-to coach for property managers
Answers staff how-to questions about Palace and the firm's office procedures step by step from the firm's own guides, sends the short video, and passes set-up changes to the operations manager.
Talk to Ari at Capital Coast Property Management
Capital Coast Property Management is made up. Ari is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
Every new property manager asks the same Palace questions, and the answers sit with one experienced property manager. Maintenance jobs go out without the owner's approval and rent changes are entered wrong, and fixing them takes hours.
How it works
- Answers how-to questions in Teams from the firm's written guides
- Gives the steps in order and sends the two-minute video if there is one
- Explains the house rules, such as owner maintenance limits and who can add contractors
- Passes set-up changes and system faults to the operations manager
- Passes urgent safety repairs to the senior property manager
What it connects to
- Liam (property manager)How do I send a plumber to 14 Kenepuru Drive? The quote is $480.
- AgentHi Liam, it's Ari. That owner's maintenance limit is NZD 300, so you need their written approval first. Once you have it, open the property, choose Maintenance, New Job, pick the plumber from the approved list, attach the approval and send the work order. Here's the 2-minute video from the Learning hub.
- Liam (property manager)The plumber I want isn't on the list. Can I add him?
- AgentOnly Sarah Kim adds contractors, once she has their insurance certificate and bank details. I've sent her the plumber's name and number so she can contact him.
Illustrative conversation. Names, numbers and details are made up.
Related examples
More like this one.
Office procedures lookup for property management staff
Answers staff who ask how something is done, such as bond lodgement, new tenancy paperwork and key sign-out, from the firm's written procedures, sends the document, and passes compliance questions to the compliance lead.
New property manager induction guide for property management firms
Walks new property managers and leasing consultants through their first three weeks: what to read, which inspections to shadow, which systems to learn and who to meet, and tells the training lead what is outstanding.
Routine inspection standards coach for property management teams
Coaches property managers on the firm's routine inspection standard: notice, photos, what to check and when the report is due, and sends new starters' first reports to their senior for review.
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