Electronic Tenant® Solutions

PM Help Doc: How to Add Equipment

PM Video: How to Add and Manage Equipment

PM Help Doc: How to View & Manage Equipment

PM Help Doc: How to Add a PM Job or Repair Job

PM Help Doc: How to View & Manage Jobs

PM Video: PM Job List & Adding Jobs

Training Thursday Recording - Jan 12, 2023

Preventative Maintenance - Part 1 - Training Thursday Recording

PM Part 2 covers how to use Bulk Update, navigate the Task Calendar, create PM Reports, Preferences and Custom Equipment/Job Templates.

Preventative Maintenance - Part 2 - Training Thursday Recording

PM Help Doc: How to View & Manage PM Tasks

PM Video: How to View and Manage Tasks

Assigning Jobs and Tasks

PM Training: Adding New Jobs & Managing Assignments

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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