Adding an event You can add an event to your building calendar to share with your tenants / owners, council and or management team what’s happening in the building. Send custom reminders to select audiences, announcement emails, attach PDF’s and configure event’s title, details, location, type, visibility, URL, if it’s all day, and whether it […]
Category: 04. Strata Managers
Turn Off Rush Charges
You can turn off RUSH charges for Form B and Form F certificates and still offer the RUSH service for any given property. This might be desired on new developments. A Rush can be added to an order at the time the it is placed, or after the order has been placed. To turn off […]
Direct Messaging from Order Details
If you have a question you want to ask the person who requested a Form B or a Form F, use the ‘Send Message‘ feature on the order details page. Messages are sent to the recipient using email and SMS text messages (if they have verified their mobile number). The recipient can respond and all […]
Using an Alias for Updates, Discussions & Notices
It is possible now for Property Management and Council Member to post Updates, Discussions and Notices using a general alias name, which would typically be the ‘Strata Council’ or ‘Property Management Company’ instead of using the personal name of the person who posted it. This allows self-managed stratas to post messages without having to use […]
The Calendar Feature
The Strata Owner’s Portal has a Calendar feature that enables the strata council and management to schedule upcoming and recurring events within the strata property. It’s easy to use and can be targeted to specific groups like Only Council and Management, Only Management, or Everyone. The Calendar feature is available to Strata Council Members and […]
Adding Warranty Reminders to Properties
You can add Warranty details to the property for quick reference and to get reminder alerts when that insurance renewal date is approaching. Reminder notifications sent by default when a warranty is added to the Property Details. 6 months prior to renewal date 5 months prior to renewal date 4 month prior to renewal date […]
Adding Insurance Reminders to Properties
You can add Insurance details to the property for quick reference and to get reminders of when that insurance renewal date is approaching. Reminder notifications sent by default when Insurance is added to the Property Details. 3 months prior to renewal date 2 months prior to renewal date 1 month prior to renewal date These […]
Adding Dynamic Fields to Property Information
This feature can only be administered by the Property Management account. Every strata property is different and the information a Strata Manager may want to track about a property may be specific to the management process they have. We have created ‘Dynamic Fields‘ so you can add information to a property. Adding a dynamic field […]
Adding a Tenant to a Strata Owner account
Adding a Tenant requires the submission of a signed Form K to the property management. The Strata Owner can add a Tenant via their account on the Strata Owners portal. This automated process, using the Form K application, ensures tenants automatically receive email updates from the Strata Manager or Council. What is a Form K? […]
Moving Multiple Documents at Once
You can move any single document currently simply by right-clicking on the document and choosing ‘Move Document’ and then selecting the folder from the drop-down menu that you want to move it to. To move multiple documents from the same folder, to another folder, these are the steps: First, change the document view to ‘List […]