As defined in the search window, you are able to search for almost anything from jobs, trades, users, properties, inspections and following is how your search is sectioned in search results.
For example, if a Inspection ID is typed to be searched the search results will be displayed under the following criteria.
Properties category: the Property related to that inspection will be listed.
Jobs category: the Jobs related to that inspection will be listed.
Users category: the users related to that inspection will be listed.
All category: this will display all the search results for properties, jobs, users of that searched Inspection ID.
Let's have a look on how the search results are displayed on the dashboard search.
As per below example, I’ve typed the word “Perth” and all search results related to Perth will be categorized into four sections:
Properties | Jobs | Users | All
Let’s have a look at how search results are displayed under each category.
Search Results for Properties
Below is a screen capture on how a listing is shown for “Properties” search result category.
1) By clicking on the selection all property information is visible. (the information pane will be discussed in detail at “Information Pane” heading)
2). By clicking on the icon of the jobs in this view, you can directly create a Job for the property, where Property name, Property location, Tenant name and Property type are pre-filled for your convenience.
Search Results for Jobs
All the jobs related to the keyword searched will be listed here.
1) By clicking on the 1st option, an information pane (as shown below) will appear with all the details related to the job and the required action buttons. In the following view, the strip of icons displayed on the job detail represents a set of actions that are specific to job status.
2) The 2nd selection marked in the figure is a quick reference for you to know the status of the job.
Search results for Users
From the search results for ‘all users’, you are able to view the entire list of users that have the keyword “Perth” in their details. For each user, you can initiate a direct chat, direct video call, or click on the profile icon and view details of the user profile.
Search results for All
Search results for ‘All’ is a combination of all elements that are able to be searched. It lists with respective actions: all search results for properties, jobs and users.
Following is a detailed description of each component in the left-hand navigation bar.
01. Jobs - This has been covered via the article Property Manager Job Dashboard.
02. Inspections - This has been covered via the article Inspection Dashboard
Following is the list of all properties registered with your agency.
This option is to create a new property profile. Refer following “Create a Property” heading to see the flow in property creation. This is only available if there is no active integration or synchronization.
Export to Excel
You can export the entire list of properties as it is.
Create a Property
Below flow will guide you on how to add a new property. If you are integrated with your property management CRM, this setting will not be valid.
- Property Name
- Suburb or Postcode
- The Property Category
Once the above information is entered and the save button is pressed, the newly created property will be added to the list of properties.
By clicking the icon , will enable you edit the property details.
Let’s look at how we can improve the profile of the property by going through each action that can be completed through the property profile.
Edit: Will direct you to the edit mode of the property detail and will allow you to modify information.
Owners: To assign owners of the property. If the owners are not in the system, they’ll be sent an invitation to join the system and be a part of the management process. This is only valid for non-integrated clients.
Owner can be added to the Property by simply clicking the plus icon in the Owners pane in the Property.
Through the below-captured screen, you can create a profile for the owner.
- First Name
- Last Name
By checking the check box on the interface, you have ability to set the owner added as the current owner.
Tenants: To assign tenants to the property. If the tenants are not in the system, they’ll be sent an invitation to join the platform.
Tenants can be added to the Property by simply clicking the plus icon in the Tenants pane in the Property.
Through the below-captured screen, you can create a profile for the Tenant.
Property Managers: List of property managers assigned by your agency to the property are listed here.
Jobs: List of all jobs that will be created for this property can be viewed here.
Timeline: All property or job-related activities can be tracked and viewed through this tab.
Through this view, you are able to update the Property Management Agency details as well as manage staff information.
Following is the main interface to upload Property Managers to the system.
As an org admin, you are able to create property managers manually, by submitting the following information: First Name, Last Name, Email, Password, Branch, Phone and Address.
Note: Address field allows you to add the location of office.
Once created, the respective individual will be sent an invitation to join the system. This is not available for users that have integration enabled as the users are added automatically by the integration service.
All the property managers created by your agency will be listed here.
To search for information or property managers, you can filter out information either by selecting the first name or email.
A dedicated location to view the entire list of jobs created from your agency. You can filter out information through the search.
The trades listed here are agencies and individuals who are partnered or linked with your agency.
Trades that are listed in this interface will be available in Job Specific Agency Pre Registered Trade/s and Direct work order options.
By filling out basic information you can link a trade or trade organisation to your agency. Once created the Service Provider will receive an invitation to join the B+A platform to create their own account. Once joined they will be linked to your agency after being verified by back office staff at B+A.
If the Service Provider has not responded to your request, click Re-invite to share the invitation again via email.
05. Import Properties
The option to import property details can be done through here. The page provides a very detailed guide on how the information should be given for each field noting you will need to use the import template that is supplied to utilise this feature.
Import Data Templates
This option is for importing details of trades partnered with your agency. Once uploaded bulk invites will be sent for respective parties to join the platform.
This is a convenient, overview look on the status of trades. Once you click on it will expand the detail view of the specific trade. You can drill further into all trade-related activity by clicking to expand the selection.
07. Invited Users
A quick view on the status of all the users you’ve invited. You can re-invite any users not yet joined per group type or all users.
08. Document Share
This option allows you to store and keep important documents to be shared with users.
Actions per document
|Download||Opens up in a new window to be downloaded or viewed.|
|Share||Share with the agency users (refer the below for the interface).|
When you click on the share icon from a document, it will open a pop-up interface, where you select your agency branch and applicable users will be listed out for you to select and “Share Document”. You can also select all users if you wish to attach a document for viewing by the user base.
09. Integration Approval
This feature allows to integrate the data received from other platforms. Upon integration, the data can be processed via this feature.
10. Notification Panel
If you wish to send a personalized message to trades, owners and/or tenants, you can send via SMS or push notification. These will be deducted from any credit that have been purchased for this feature.
SMS Messages: Regular messages that is received through a mobile carrier.
Push Notifications: Notifications that are being received through the app direct to the user.
The costs of this add on are:
SMS: 11 Credits Push Notification: 5 Credits
For an SMS 160 Characters with spaces are considered as one message.
Following are steps to share custom messages and notifications for your preferred users.
When the options are selected, and the message is typed, you can send the messages to the selected users by clicking on the “Send” button.
11. Settings - This will be covered via the article The Account Setup Process.
Header Navigation Pane
Following are the list of actions/features that can be accessed from the navigation, which will be discussed in detail below.
|Support||An automated AI driven assistant that will guide you through the system.|
|Live Chat||Live chat with the B+A support team.|
|Messages||Message pane to view list of users for single or multi-party chats, single or multi-party video calls and all conversation threads.|
|Notifications||Notifications of all system activities.|
|Timeline||Activity timeline for all elements relating to your login.|
The space on to your right is dedicated to the Activity timeline and Message pane. By clicking on the icons for message and activity timeline, the interface will switch between the two.
From this view, you are able to select conversations by “Chats” and view your list of contacts from “Contacts”.
For every activity conducted in the account, a notification is generated in real time, which can be viewed in the notifications pane.
The unread message count will be displayed as an indicator on top of the notification’s icon.
All activities that are related to your property manager account are captured through the timeline as a fast view of recent activities. You can click on and access respective jobs through hyperlinked Job IDs and titles.
Header Navigation: Support Bot
Support Bot is an AI-driven 24/7 support application implemented to assist you with any questions you may have in relation to Bricks and Agent.