With the transition to the Management App for onsite tasks from the Onsite Portal, there is one section that will remain in the Onsite Portal for a few more months: Work Orders. The “Vendors” list in the Onsite Portal is…
Resident Search – Concierge Dashboard
For on-site associations, it’s helpful to be able to quickly access a view that shows a lot of information for a unit instead of continually landing on an individual resident. We refer to the view that you can view a…
Adding a Guest
Pull up the Unit using the Resident Search box On the left hand side, find the page called Guests Click New Guest Search for the Resident’s unit number or name and select the proper unit/name from the dropdown Under Access:…
Packages – Outgoing Packages
NOTE: If you have access to more than one association in the Management App, you will need to search for an association in the Association Search box before you start scanning in packages. Entering Outgoing Packages If a Resident leaves…
Packages – Needs to Notify
NOTE: If you have access to more than one association in the Management App, you will need to search for an association in the Association Search box before you start scanning in packages. Needs to Notify Some Residents have chosen…
Packages – Updating a Package
NOTE: If you have access to more than one association in the Management App, you will need to search for an association in the Association Search box before you start scanning in packages. Updating a Package Sometimes you need to…
Packages – Picking Up a Package
NOTE: If you have access to more than one association in the Management App, you will need to search for an association in the Association Search box before you start scanning in packages. Picking Up a Package There are multiple…
Packages – Scanning in Multiple Packages (“Batch”)
NOTE: If you have access to more than one association in the Management App, you will need to search for an association in the Association Search box before you start scanning in packages. In order to increase the speed that…
Packages – Scanning in a Package
NOTE: If you have access to more than one association in the Management App, you will need to search for an association in the Association Search box before you start scanning in packages. Scanning in a Package From any page,…
Packages – Recognizing a Tracking Number
NOTE: If you have access to more than one association in the Management App, you will need to search for an association in the Association Search box before you start scanning in packages. Recognizing a Tracking Number Some packages that…