The processes given below are shown in the following video guides:
ZFA Adding a New Client - Landlord from ADEO on Vimeo.
ZFA Adding a New Property from ADEO on Vimeo.
Upload New Landlord lead
Upload new client – Local Authority or Private entity
-----------------------------------------------------------------------------
admin > tools > users > add new
or
admin > ZFA > Landlords > add new
Upload new property procurement
-----------------------------------------------------------------------------
admin > ZFA > Property > add new
Upload new property compliance certificates – Gas, Electric, EPC, Building Insurance, FRA
Upload existing property renewed certificates when expired
Upload letters issued to any landlord/tenant for record keeping
-----------------------------------------------------------------------------
admin > zfa > property > property details > certificates
or
control panel > property > edit > certificates
Upload cancellation date of existing tenant
-----------------------------------------------------------------------------
admin > zfa > property > property details >
or
control panel > property > edit >
Upload extension date of existing tenant
-----------------------------------------------------------------------------
admin > zfa > property > property details >
or
control panel > property > edit >
Create a request for a maintenance job
-----------------------------------------------------------------------------
control panel > maintenance > add items > click checkout > select property > place order
Update maintenance job coming in
-----------------------------------------------------------------------------
admin > zfa > orders
Update maintenance job contractor assigned
-----------------------------------------------------------------------------
admin > zfa > orders
Upload inspection being completed with job sheet and pictures.
-----------------------------------------------------------------------------
control panel > inspections
Upload void properties which are ready to move in to our vacancies list.
-----------------------------------------------------------------------------
admin > zfa > property
Upload maintenance deductions to charge back to landlords
-----------------------------------------------------------------------------
control panel > request jobs
Upload monthly inspection forms and record of them with date they are carried with history
-----------------------------------------------------------------------------
control panel > inspections
Staff Purchase Orders for Supplies.
-----------------------------------------------------------------------------
create: control panel > purchase orders
view / process: admin > shop > orders