Smart Assistants
Smart Assistants are designed to help you work through common
property management tasks. Each smart assistant can contain a set of
tasks related to achieving its goal.
Currently there are two types of Smart Assistants:
- Find a new tenant - which guides you through the process of
filling a vacancy and checking a tenant in.
- Tenant is moving out - which guides you through the process
of checking a tenant out.
Smart Assistant Record
All types of Smart Assistants have the following pieces of information in common:
| Attribute |
Description |
Tasks
|
The collection of tasks defined for the smart assistant.
|
Calendar
|
Your calendar view.
|
Additional Notes
|
Any additional notes you wih to record against the smart assistant.
|
Shared
|
Whether or not the smart assistant is visible to
all users of your organization. If this is not checked then only the
person who created the smart assistant can view and edit it.
|
Each type of Smart Assistant has a number of checkbox items associated
with it. For example, the Smart Assistant for Tenant moving out has the
following checkbox items:
- Planned Dates
- Notice To Quit
- Prepare Final Balance
- Close Tenancy
When all checkbox items have been completed then you will be prompted to
remove the Smart Assistant from the active list on the home page. Once a
Smart Assistant has been deactivated then it can be found on the Admin page where, if necessary, it can be reactivated.
|
