From £500 + VAT for a half day or £850 + VAT for a full days training.
- Setting up your agency with branding, document templates & message templates
- Configuring users permissions
- Setting up clients & blocks – CSV imports, companies house connection and entering data
- ‘My Work’ – Tasks, Messaging, File storage, Calendar & File Notes
- Company Secretary – online share register and generating share certificates
- Accounts – budgets, service charge demands, ground rent demands, schedules, live bank feeds and bank reconciliations,
- 8 Stage Arrears process
- Maintenance – service contracts, requesting estimates, works orders, section 20’s, supplier payments
- Leaseholder portals & customising users
- Support – knowledge base & videos
Email firstname.lastname@example.org with further queries or to arrange.