FAQs
Admin
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How does booking resources (in advance) work?
Maximum Advanced Booking is the number of days in advance you open the resource up for booking For example...
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How do I update the assignee of scheduled PM tasks?
Below are instructions on how to update the default assignee of a PM schedule: Once signed into Prism, cli...
Jacq B -
How do I reactivate a vendor or tenant company?
Below are the step-by-step instructions on how to deactivate a vendor or tenant company. Once logged in to...
Jacq B -
How do I remove a vendor or tenant company?
Below are the step-by-step instructions on how to deactivate a vendor or tenant company. Once logged in to...
Jacq B -
What files types are not supported in Prism?
The following is an alphabetized list of file types (using their extensions) that can are not supported in ...
Jacq B -
Bulk Import: Equipment
Format Information for Bulk Import Before you can upload a spreadsheet of your users to Prism, it must be f...
Bid Management - Property Manager
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Adding Service Types to your Prism "My Companies" Vendor.
Click "My Companies" on the left-hand side of your Prism screen. Click on the Vendor Company Name to view ...
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Managing Your Bid
Closing / finalizing the bid Once a vendor is selected, how do you close the Bid profile? Can vendors stil...
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Bid Management FAQ / Training Guide Index
We have released an update that will synchronize Bid Management and Prism, which will allow us to incorpora...
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What does the vendor see when they click they view the proposal details?
(Screenshot) : If you were to continue scrolling, it would display the template you selected or created...
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When you update the email address for a vendor will it automatically resend the Bid?
Yes, the updated email address will take effect within 5 minutes and the Bid will automatically be sent out...
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Can vendors still submit their proposal after the due date?
Yes, they're still able to submit proposals until such time that you close or mark the Bid as fulfilled.
Bid Management - Vendor
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How do I ask the property manager a question on a Bid?
When viewing a bid, navigate to the left side that say's "Ask Property Manager Name a Question!" This is a...
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How do I receive requests for proposals/bids? (Bid Management Vendor)
How Do I receive requests for proposals/bids? After the property manager creates their Bid in the system, ...
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Setting Up Your Account (Bid Management Marketplace Vendor)
Step 1: Set Up Your Service Regions When you're signed in, click on the Bid Management tab on the left-ha...
Certificates of Insurance
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What Does Each Insurance Compliance Status Mean?
The Compliance Status displayed for the Prism company record will reflect the current COI status within myC...
{Amanda Garcia-Waters}
Mobile
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Prism Mobile Specifications
iOS The minimum version of iOS usable by the Prism Mobile App is 13.0. Android The minimum version of An...