Strata Managers
Profile Settings
Document Management
- Upload Files to the Document Management System
- File Naming Conventions
- Functions and Features of the Documents Page
- How to Generate Financial Reports
- Upload Files to the Document Management System
- Building Document Rules
Managing Work Requests
- Create a Work Request
- Request More Details for a Job
- Update the Job Description for an Approved Quote
- No Majority Votes and Making a Casting Vote
- New Work Request from External Users
- Use Scheduled Send for a Work or Quote Request
Working With Contractors
- Send and Reply to Messages from Service Providers
- Check the Messages Icon for New Conversations or Messages From Service Providers
- How to Update a Work or Quote Request
- How to Schedule a Job on behalf of the Service Provider
- Service Provider Statuses
- Functions and Features of the Providers Page and Provider Profile
Communicating With Stakeholders
- Email Communication Examples
- Send an Email Invitation to Strata Managers
- Functions and Features of the Contacts Page
- Share Quotes With Committee Members and Contacts
- Share an Invoice With Committee Members or Other Contacts
- Send a Quote for Committee Approval
Building Management
- Messaging Building and Support Managers of a Request
- Add Quick Access Links and Documents to Building Services
- How to Change the Building Name
- View the Building Status for a Plan
- View & Manage Invoice Rules
- Functions and Features of the Buildings Page
Invoice Processing
- How to Approve an Invoice
- What to do if a Creditor Is Inactive or not in Strata Master
- How to Approve or Reject an Invoice
- Invoice Barcode Scanning
- Transfer Invoice Assignment
- Functions and Features of the Finance Page