Demo

Upcoming Training

After registering you will receive a confirmation email containing information about joining the session you have registered for.

Release Notes Training

Release Notes training sessions are conducted each month.

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Owners Portal Training

An overview of the Owners Portal client view, steps to configure and administer the owners portal.

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Getting Started with PropertyIQ 

An introduction to PropertyIQ that provides an overview of all of the main functions. This session gives you knowledge that you can build on when you attend each detailed training module.

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Buildings and Lots

This session takes you through all the functions of the building card, lots and owners. You will learn all the steps required to get a new building ready to add opening balances and also gain understanding of all the information stored in the building and lots cards.

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Opening Balances

This session builds on the Buildings and Lots session and shows you how to enter opening balances successfully.

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Budgets

How to set budgets, print, accept budgets and strike levies.  Settings that affect budgets.

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Charges – Fixed, Variable and Activity Log

How to set up fixed and variable charges,and utilise the activity log to generate your management fees.

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Access Register

Learn how to record your key and other access items – swipe cards, remotes and fobs. Record and sell bulk building access items and sign items in and out of your office.

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Due Notices and Debt Collection

How to conduct a due notice run to send levy/fee notices, arrears notices and legal notices. Settings that affect due notices.

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Work Orders

How to create and process maintenance jobs.  Send and accept quotes, send work orders to suppliers.

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Supplier Transactions and Payments

Recording Supplier details, how to process supplier invoices and process a supplier payment run.

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Insurance Claims

How to process insurance claims – create an insurance claim, send insurance claim documents and attach work orders.

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Meetings

This session takes you through setting up the global motions library, creating a meeting, generating notices, recording attendance and voting and generating minutes.

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Adjustments

How to process adjustments – create and allocate credits, process inter-lot transfers, refunds, bank adjustments, journal transfers, building transfers, cancel levies, cancel unpresented cheques and levy maintenance.

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End of Month Processes

All the steps you need to follow for a successful end of month – bank reconciliation, reporting, collecting your management fees and month end reporting.

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BAS Statements

How to prepare BAS Statements for GST registered buildings.

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Templates

How to create and edit standard and custom merge document templates and standard email templates.

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About PropertyIQ

Our cloud technology platform improves real-time decision making, allowing greater insight, efficiency, profitability and professionalism. Anytime, anywhere, and on any device. It's the new benchmark in strata management.

Contact Us

Call us on 1300 793 151

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