How to Add Post Orders and Set Property Profile Details

This article will review how to Add / Edit Post Orders and Set the Property Profile Details.

How to Add / Edit Post Orders

To add or edit post orders for an existing property, go to the Properties tab Property Maintenance Select a Property, click on the box Property Notes/Post Orders.

Type in the Property Notes and/or Post orders.

TIP: To save time, if you already have the Property Notes and/or Post orders in a word document, cut-n-paste them here!
Any information entered here will be displayed in the notes section of the handheld.

After making any changes to the post orders, click Save Property Details.

Reviewing / Setting Property Details

This screen is intended to show a glimpse of the property’s status by the following:

  1. Property Name

  2. Web Address (Optional Field)

  3. Management Company (Current Management Company)

  4. Primary Address

  5. Billing Address (Optional when added at set up)

  6. Property Notes / Post Order Details: This field allows system users to enter any notes or post order information, which can be viewed by the field/handheld users when clicking the “Note” icon on the handheld device. Note: Notes/Post order information entered in this section should be kept concise, enabling the field/handheld user to easily view the information or itinerary.

  7. Property Photo: The photo of the property ONLY appears for web users to see in Step 2 of the online reporting areas when reporting Security, Maintenance, and Parking Issues, Appealing, Ordering Parking Permits, or paying fines online.

  8. Located to the left of the property photo are boxes labeled: Lock Property, Maintenance Program, Security Program, and Parking Program.

    The Lock Property option will allow Admin users to keep lower user types (supervisors, dispatch, and customers) from editing the property.

    The Maintenance Program, Security Program, and Parking Program boxes allow you to control the individual programs that may be offered at specific properties you service by removing these options from the top menu bar on the homepage screen for web users.

  9. In the top right-hand corner, there is a box labeled, Active Property. The Property Active box will turn off the property and place it in the inactive folder in the Edit Property list, allowing it to be hidden from use or re-activated at any time.



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