Erste Schritte im hausmanager
Getting started with the house manager
Would you like to meet the house manager or have already acquired him and don't know where to start? We would like to give you an overview of the scope of functions and provide a guide to action with which you and your company can act as quickly as ...
Categories in the house manager
Category I The creation of categories is not absolutely necessary for starting with the house manager. However, before creating and assigning tasks for the first time, you should think about assigning them to different categories. Categories serve to ...
Linking addresses with service areas in the respective objects
Linking the addresses to the service areas serves to automatically assign persons to tasks as well as for facilitating processing in the event of changes of responsibilities. The aim of the link is to assign one or more responsible persons to the ...
Import and matching addresses
You also have the possibility of importing addresses. For this purpose, please navigate to the menu "Data Imports" . The import template (Excel) is also available there and you can import there.
Creating addresses
To create internal and external addresses, first switch to the Addresses menu item. On the left you can choose from the different address books. Owner Company profile Employment Users/Residents Objects Invoicing In addition to internal information on ...
Creating objects and object structures
First, go to the menu item "Objects & Facilties". On the left side you will now see an example structure on which you can orient yourself. 4 levels are available to capture your room book. The following video presents the object system and ...
Category I and Category II in House Manager
The creation of categories is not absolutely necessary for starting with the house manager. However, before creating and assigning tasks for the first time, you should think about assigning them to different categories. Categories serve to group ...
Performance ranges - What is it and why do we need it?
The aim is to assign persons (employees or third-party companies) to the various areas of activity (trades) in a property. These areas of activity are carried out in the house managerServicescalled. In order for different persons / companies to be ...
User roles and creation of users
The following user roles can be used in the house manager: -Administrator - Performance - Property supervisors - Caretaker - External - Service providers Each role brings standardized access rights but also individual restrictions and approvals from ...
User management (general)
In the "User" menu item, you can assign access rights for your house manager. Distribution of users takes place into paid users and free users (guest access / external access). paid users By default, three (3) user licenses are included when ...