brought to you by: ewm, inc. august 2001screen shot demo propertysoft screen shot demo this is an...

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August 2001 Screen Shot Demo Brought to you by: EWM, Inc. PropertySoft SCREEN SHOT DEMO This is an EWM Solutions property management software information presentation that briefly reviews what our system offers in a page by page illustration of the menu options.

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Page 1: Brought to you by: EWM, Inc. August 2001Screen Shot Demo PropertySoft SCREEN SHOT DEMO This is an EWM Solutions property management software information

August 2001 Screen Shot Demo Brought to you by:

EWM, Inc.

PropertySoft

SCREEN SHOT DEMOThis is an EWM Solutions property management software information presentation that briefly

reviews what our system offers in a page by page illustration of the menu options.

Page 2: Brought to you by: EWM, Inc. August 2001Screen Shot Demo PropertySoft SCREEN SHOT DEMO This is an EWM Solutions property management software information

August 2001 Screen Shot Demo Brought to you by:

EWM, Inc.

Main Menu The main menu gives the manager the

ability to select from a couple of different options:

Work Tickets: where new tickets can be created or old tickets located.

Violations: all violations are recorded and stored.

Management: this area contains reports which help the manager/management company track open tickets and contractors. It also allows for interface with MS Word for bidding specifications and automatic faxes to the vendors.

Admin: here all owner and resident information can be entered for later access by all modules; including: Pool Passes; Gate Entry Access, Vehicle and Pet registrations and other administrative tasks.

Page 3: Brought to you by: EWM, Inc. August 2001Screen Shot Demo PropertySoft SCREEN SHOT DEMO This is an EWM Solutions property management software information

August 2001 Screen Shot Demo Brought to you by:

EWM, Inc.

Work Ticket – Sub Menu The work ticket menu serves as a

general launching pad for the managing, issuing, tracking and closing of the manager’s work tickets.

Some of the abilities that this menu provides are:

Find a Work ticket: which opens a work ticket browser.

View Open Work Tickets. Print a Postcard to notify

homeowner or resident of scheduled work

Print a Work Ticket for auto-fax to contractor

Issue an INVOICE for specific work or a specific Work Ticket

Page 4: Brought to you by: EWM, Inc. August 2001Screen Shot Demo PropertySoft SCREEN SHOT DEMO This is an EWM Solutions property management software information

August 2001 Screen Shot Demo Brought to you by:

EWM, Inc.

Work Ticket Browser Each work ticket contains all of the

pertinent information for all of the involved parties. Some of the information contained in these pages are:

Property Number Account Number Homeowner Contact Info Work History for the Unit Contractor Contact Info Category of Work Description of the Work Whether the Work Will Be Invoiced

Page 5: Brought to you by: EWM, Inc. August 2001Screen Shot Demo PropertySoft SCREEN SHOT DEMO This is an EWM Solutions property management software information

August 2001 Screen Shot Demo Brought to you by:

EWM, Inc.

Violations Here the manager can:

Enter a new violation View open violations Locate historical violations Issue violation letters, fines and

invoices View logs

Page 6: Brought to you by: EWM, Inc. August 2001Screen Shot Demo PropertySoft SCREEN SHOT DEMO This is an EWM Solutions property management software information

August 2001 Screen Shot Demo Brought to you by:

EWM, Inc.

Violation Records Violation records contain the

necessary information for the closing violations and the collections of fines

Add new violations Issue a violation letter Track homeowner responses Issue invoices for unpaid fines

All homeowner information is pulled directly from your homeowner database, saving on entry time.

Page 7: Brought to you by: EWM, Inc. August 2001Screen Shot Demo PropertySoft SCREEN SHOT DEMO This is an EWM Solutions property management software information

August 2001 Screen Shot Demo Brought to you by:

EWM, Inc.

Violation Letters The system contains violation letter

templates for a variety of circumstances, including the number of times the homeowner/ resident has been notified, and the nature of the violation

Letters are generated automatically, according to the criteria recorded during the entry of the violation.

A letter can be previewed on the screen or exported directly to your printer.

Page 8: Brought to you by: EWM, Inc. August 2001Screen Shot Demo PropertySoft SCREEN SHOT DEMO This is an EWM Solutions property management software information

August 2001 Screen Shot Demo Brought to you by:

EWM, Inc.

•Invoice Reports - This module maintains all invoices

issued for: Work Tickets, Violations, Sale of

Gate Access Remotes etc.

It provides for a quick view of open and paid invoices by:

Contractor, Homeowner or Association.

The data in this section can be exported into Excel for use by the Accounting Department.

Page 9: Brought to you by: EWM, Inc. August 2001Screen Shot Demo PropertySoft SCREEN SHOT DEMO This is an EWM Solutions property management software information

August 2001 Screen Shot Demo Brought to you by:

EWM, Inc.

Manager’s Dashboard The Manager’s Dashboard

provides advanced reporting to the property manager or management company owner:

Automatic Tickler Alert: Mangers can quickly identify problem areas with a list of tickets that have been open for more than 7 days.

Bid and RFP Solicitations: Managers can select all contractors from whom to solicit proposals and send a mail merge for RFP’s, specifications and letters with return dates and bid procedures.

Contractor Report: Managers can view all of a contractor’s work tickets for all of their sites for comparison of performance and price.

Page 10: Brought to you by: EWM, Inc. August 2001Screen Shot Demo PropertySoft SCREEN SHOT DEMO This is an EWM Solutions property management software information

August 2001 Screen Shot Demo Brought to you by:

EWM, Inc.

System Administration Managers can keep all of their

property information up-to-date, with easy entry and recall.

Here specific information can be entered for:

Homeowners Contractors Vehicles Pets

The information entered here is accessible throughout the system by account number, saving valuable entry time, or by address, name etc.