Client Onboarding & Management

• Set up payment terms or credit card payment
• Enable access for unlimited number of client users
• Customize job types, verbiage, pricing & allowables
• Define rules for special job handling & turntimes
• Create custom forms using integrated forms engine

QUALITY ASSURANCE

• Monitor outstanding orders from open job queue
• Form & photo data validation upon upload
• Customize upload flags to track issues & timelines
• Easily review completed jobs, verify vendor submissions, and track issues

Vendor Management

• Track recruiting & onboarding from system modules
• Manage compliance with online document upload
• Monitor coverage with integrated mapping
• Provide vendor user and sub-account access
• Create & distribute communication and training
• Track performance through customized scorecards

Property Tracking & Analytics

• Manage property conditions & changes
• Review service history & property details
• Monitor investor/client timelines & expenditures
• Track violations, damages, and complaints
• Oversee conveyance timelines

JOB MANAGEMENT

• Manage inspection, preservation, and repair services
• Create individual/batch orders
• Set up and manage recurring services
• Set jobs to auto assign based on business rules
• View & assign open jobs using integrated mapping

ADMINISTRATIVE FEATURES & TOOLS

• Access unlimited reporting
• Track receivables & payables
• Connect with QuickBooks to eliminate data entry
• Utilize built-in APIs to interface with industry apps

BIDS, MAINTENANCE & REPAIRS

• Create unlimited services & recommended pricing
• Set custom allowables by service & client
• Easily review bids & over allowables
• Create new jobs from bid approvals
• Allow occupants & vendors to coordinate appoint- ment times

INTEGRATED MOBILE APPLICATION

• Provide vendors mobile access to vendor dashboard
• Receive results from the field in real-time
• Get GPS confirmation of property location & mobile check-ins