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Ellery Curran

  • Total activity 178
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Activity overview

Latest activity by Ellery Curran
  • Ellery Curran created an article,

    Exporting Companies

    Click the My Companies tab and navigate to the Actions button to the right of the page   Select Export from the drop down under actions to export all   

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Ellery Curran created an article,

    Importing Vendors

    Click the My Companies tab and navigate to the Actions button to the right of the page Select Importing Vendors from the drop down under Actions   Upload your data and click the blue Impor...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Ellery Curran created an article,

    Importing Tenants

    Click the My Companies tab and navigate to the Actions button to the right of the page. Select Import Tenants from the drop down under Actions. Upload your data and click blue Import Ten...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Ellery Curran created an article,

    Generating Invoices

    Click the Work Orders tab and navigate to the Competed tab. Select the work order you would like to create an invoice for by clicking the box in front it.  Click the Create Invoice button...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Ellery Curran created an article,

    Configuring Out of Office

    Within My Users > All Users, click View next to a user to edit their information and schedule time out of office.    Navigate to the Out of Office tab below the users’ contact and job information ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Ellery Curran created an article,

    Adding and Editing Users

    Within My Users > All Users, click the blue Add Users button at the top right corner of the page. Select whether the new user is property management, tenant, or vendor and enter their email addre...

    • Edited
    • 1 follower
    • 0 comments
    • -2 votes
  • Ellery Curran created an article,

    Importing and Exporting Users

    Within My Users > All Users, select the Actions tab to the right of the page to import and export users. Click Import User from the drop down to upload user data. Click blue Import Users butt...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Ellery Curran created an article,

    Creating and Editing Teams

    Click the My Users tab and navigate to the Teams page to create and edit teams.   Creating Teams  To create a team, click the blue Create Team button at the top right corner of the page.   Cr...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Ellery Curran created an article,

    Adding and Editing Companies

    Click the My Companies tab to add and edit companies.  Adding Companies  To add a company, click the blue Add Company button in the top right corner of the page.   Select whether you are addi...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Ellery Curran created an article,

    Creating Materials

    Click the Accounting tab and navigate to the Materials feature. Click the blue Add Materials button at the top right corner of the page.   Enter the Name of the material you are creating a...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes