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Upgrading to Alto (from Jupix)
Upgrading to Alto (non Jupix)
Migrating from Vebra/Encore Live to Alto
The Onboarding & Migration Process
My Alto - Quotes and Account Changes
My Alto - Quotes & Account Changes
Tools
App Tools
User Settings
Home Screen
Main Dashboard
Property Management Dashboard
Movement Book
Property Map
Charts
Communication
E-Mail Marketing
Property
Adding a Market Appraisal or Property
Marketing Properties
- Docs and Brochures
- Property & Timeline
- Marketing
- Features and Areas
- Portals
- Rooms and Media
- Mapping and Matches
- Keys
- Management
- Sticky notes on a property
- Removing properties from the recent and favourite list
- Quickly check when a sales property was made available
- Sending draft details for approval
- Recording approval of draft details
- Setting up an admin fee on a property
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Property Status
Viewings
Contacts
Adding Contacts
Applicant Matching
Managing Contacts
- Contact Statuses
- Contact
- Timeline
- Documents
- Transactions
- Management
- Sticky notes on a contact
- Adding a General Appointment to a supplier
- Booking a market appraisal for a contact
- Booking a viewing via a contact
- Transferring a contact to another branch
- Creating and managing payment groups
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Tenancy and Property Management
Properties
Landlords
Tenancies
Property Maintenance & Works Orders
Progressions
Sales Progressions
Accounts
Transactions
Diary
Reporting
Reporting functions
Property Reporting
Applicant Reporting
Financials Reporting
Sales Reporting
Lettings Reporting
Marketing Reporting
EPC Reporting
Property Management Reporting
Property Management Financials Reporting
Management Reporting
PropertyFile & Other Services
PropertyFile
The Letting Centre
Brief Your Market
Release Notes & Legislation
Alto Release Notes
PropertyFile Release Notes
- PropertyFile Upgrade notes - Applicant Portal
- PropertyFile Release Notes version 6 - Landlord Portal
- PropertyFile Release Notes Version 5 - Vendor Portal (phase 2)
- PropertyFile Release Notes Version 4 - eSignatures
- PropertyFile Release Notes Version 3 - Configuration
- PropertyFile Release Notes Version 2 - Market Appraisals
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