Building Managers

Managing Work Request

• Manager Settings
• New Work Request from External Users
• Invoice Approval Workflow Exceptions
• How to Drag and Drop Files
• Functions and Features of the Jobs Page
• Add New Request Feature

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Working with Contractors

• How Service Providers are added to the Portal
• Book an Inspection Date on Behalf of the Service Provider
• Functions and Features of the Contractors Page and Company Profile
• What to do if a Creditor Is Inactive or not in Strata Master
• Re-open a Declined Work or Quote Request
• Add an Additional Quote to an Invoice

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Communicating with Committee Members

• Messaging and Chatroom
• Functions and Features of the Building Profile
• Frequently Asked Questions by a New Building Contact
• Share an Invoice With Committee Members and Building Contacts
• Send a Quote for Committee Approval
• Sending a Job Request for Committee Approval

Feature

• Invoice Transaction Date
• Invoice Due Dates
• View Building Document Rules V 1.0
• Outlook Integration
• Bulk Apply Suggested Files Names
• Advanced Document Searching

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