Guides

API & Connections

• How to set up a sub domain for your InnovAgent landlord portal

Settings

• Delete or disable user or staff member
• Add new user or staff member
• Minimise and Maximise windows
• Adding HTML Signatures
• Object types

Sales

• Introduction to Sales
• Sales Enquiries
• Adding an appraisal property
• Appraisal Won
• Advertising a sales property
• Converting an enquiry to a buyer

See all 7 articles

Office

• LetMC emails in Outlook 2016
• LetMC emails in Outlook 2007
• Appointment allocations
• Write a letter function
• Progression items- Adding and Completing
• Adding Notes

See all 12 articles

Maintenance

• Adding Contractor
• FixFlo Job requests  
• Maintenance Jobs
• Certificates

Lettings

• New tenancies step by step
• Setting up a daily rent schedule
• Add guarantor
• Property Blocks
• Rescinding notices
• Adding Meter Readings

See all 32 articles

Accounting

• Refund and charge NRL tax
• Landlord Profit and Loss Report
• Adding opening balances manually
• Reconcile to Bank
• Manual Rent refund
• Maintenance Deduction

See all 25 articles

Releases

• Release notes 19/02/2018 v4.18
• Release notes 05/02/2018
• Scottish Clients Software release 27/11/17
• Improvements & Updates - October 17
• New Features - August 17
• New features and improvements July 2017