Upgrading to Alto (from Jupix)

Pre-Migration Tasks

• Prepare for your data migration
• Notify your marketing portals and update your website
• Property Management - Plan your Accounts start date and data

Upgrading to Alto (non Jupix)

Migrating from Vebra/Encore Live to Alto

• Introduction
• Property
• Contacts
• Tenancy & Progressions
• Diary
• Letters
• Terminology differences

The Onboarding & Migration Process

• Welcome to Alto
• Alto Onboarding journey overview
• How to complete the Alto My Account page
• Onboarding Templates
• The Migration Process explained
• Data Migration - What's imported
• See all 9 articles

Support

• What browser should I be using for Alto?
• Accessing the Help Centre
• How do I contact Support to submit a ticket?
• Connecting via TeamViewer

My Alto - Quotes and Account Changes

My Alto - Quotes & Account Changes

• Request a quote
• Changes to your Account
• Billing enquiries
• Design Team - Professional Service
• Alto Subscription FAQ's

Tools

App Tools

• Letter & Stationery Templates
• Email Templates

User Settings

• Creating new users and changing someone's name
• Changing job titles
• Two step verification
• How to manage your passwords effectively
• Roles, Reports, Permissions & Access
• Restricting the IP addresses that can access Alto
• See all 7 articles

System Tools

• New authentication service for Alto
• Changing the Alto Login Name
• How do I reset my password?
• How do I unlock a user account?
• Deactivating and reactivating user accounts
• How can I have Alto open on multiple tabs?
• See all 31 articles

Home Screen

Main Dashboard

• Setting your default dashboard
• Filtering the Main Dashboard by Branch and Negotiator
• Creating Tasks
• Finding and filtering tasks
• Updating and completing tasks
• Updating an appraisal from the dashboard
• See all 10 articles

Property Management Dashboard

• Overview of the Property Management Dashboard
• Setting the Property Management Dashboard as default
• Dashboard - managing event dates
• Dashboard - chasing arrears & arrears letters
• Dashboard - landlords to pay
• Dashboard - suppliers to pay
• See all 16 articles

Movement Book

• Using the Movement Book

Property Map

• Property Map

Charts

• Using Charts

Communication

• Sending SMS and email from the home screen

E-Mail Marketing

• E-Mail Marketing

Property

Adding a Market Appraisal or Property

• Initial settings on a property
• Adding a new property and searching for properties
• Adding additional landlords to a property
• Adding a property to an existing landlord
• Cloning a property
• Booking a market appraisal for a property
• See all 8 articles

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
• See all 8 articles

Property Status

• Changing the status of a property
• Making a property available
• Changing a let property back to available
• Showing when a lettings property is available from
• Archiving a property
• Finding archived properties
• See all 9 articles

Viewings

• Booking a viewing via a property
• Changing a viewing
• Adding follow-up notes and feedback for viewings
• Cancelling a viewing

Offers

• Making an offer on a sales property
• Chasing and revising offers
• Accepting an offer on a sales property
• Withdrawing an offer from a sales property

Contacts

Adding Contacts

• Adding a new contact and searching for contacts
• Adding a new applicant
• Adding a vendor
• Initial settings on a landlord
• Adding a landlord
• Adding landlord bank account details
• See all 14 articles

Applicant Matching

• Adding an applicants requirements profile
• Renaming an applicants requirements profile
• Disabling an applicants requirements profile
• Deleting an applicants requirements profile
• Stop a contact from matching to properties
• Produce a Web Style List from a Match

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
• See all 17 articles

Emails, Letters & Documents

• How to upload documents to a contact
• Add a standard paragraph to an email and SMS
• Adding additional recipients to an email
• Adding an attachment to an email
• Sending email and SMS messages to a contact
• Sending an email to a group of contacts
• See all 13 articles

Tenancy and Property Management

Properties

• Adding an expense to a property
• Removing a property expense
• How do I reverse an expense?
• Adding an invoice to a property
• Setting up initial fees
• Setting up a letting fee on a property
• See all 9 articles

Landlords

• Landlord period statements
• Paying a Landlord
• I want to pay a Landlord - How do I do it?
• My Payment is not appearing on my Landlords to Pay Dashboard
• The rent is not on the Landlord Payment/Statement
• The Landlord receipt is not showing on my statement
• See all 12 articles

Tenancies

• Tenancy
• Timeline
• Documents
• Transactions
• Searching for a tenancy
• Creating and starting a tenancy
• Creating a joint tenancy
• How to produce a tenancy agreement
• Sticky notes on a tenancy
• Adding a guarantor to an applicant
• See all 13 articles

Suppliers

• Paying a Supplier
• A Supplier is not appearing in Suppliers to Pay
• Supplier payment terms

Property Maintenance & Works Orders

• Adding a works order from a supplier
• Adding a works order from a property

Progressions

Sales Progressions

• Progressing a sale
• Adding a break clause
• Adding a sales progression note
• Sending a sales progression email
• Sending a sales progression SMS
• Completing a sales progression task
• See all 31 articles

Lettings Progressions

• Making an offer on a lettings property
• Accepting an offer on a lettings property from the dashboard
• Updating a tenancy in progress if let externally
• Updating a tenancy after failing to let
• Progressing a tenancy
• Progressing a vacating tenancy
• See all 21 articles

Accounts

Transactions

• Accounts Go Live - Opening Balances checklist
• Opening Balance on Applicant
• Opening Balance on Supplier
• Opening Balance on Tenant
• Opening Balance on Tenancy
• Opening Balance - Landlord
• See all 8 articles

Bank Transactions

• Receipting unknown monies; i.e. suspense amounts
• Insufficient bank details for BACS
• Bank reconciliation
• Bank reconciliation does not reconcile
• Paying agency fees from a client account
• How do I account for bank interest in Alto?
• See all 12 articles

Diary

Diary

• Quick access to Diary appointments via the home screen
• Changing the diary day/week view
• Accessing and filtering branch diaries
• Setting up a default diary view
• Setting up and amending Diary Groups
• Booking a General Appointment in the Diary
• See all 15 articles

Reporting

Reporting functions

• Running reports
• Setting up a scheduled report
• Exporting reports
• Report tokens

Property Reporting

• Printing address labels
• Board Changes report
• Board Management report
• Current Stock Active report
• Current Stock New report
• Current Stock Properties Let report
• See all 21 articles

Applicant Reporting

• Applicants Registered report
• Applicants By Rating report
• Applicants who haven't viewed a property (Applicants Not Viewing) report
• First Time Buyers report
• Applicants Phone and File Logs report

Financials Reporting

• Account Payments report
• Business Summary - Accounts report
• Financial Services report
• Invoices And Payments report

Sales Reporting

• Accepted Offers From Other Office report
• Accepted Offers from Same Office report
• Net Sales report
• Nett Sales List report
• Potential Completions report
• Potential Exchanges report
• See all 16 articles

Lettings Reporting

• Let Agreed report
• Tenancies due to Expire report
• Tenancy Details report

Marketing Reporting

• Email addresses report
• Lead Source report
• Lead Source - Summary report
• Lead Source - Valuations report
• Marketing Breakdown report
• Potential Vendors and Potential Landlords report
• See all 7 articles

EPC Reporting

• EPC report
• EPC Missing report
• HIP/EPC Due To Expire report

Property Management Reporting

• Critical Dates Not Set report

Property Management Financials Reporting

• Reporting on Fees
• The Client Bank Balances report

Management Reporting

• Gross Sales report
• Management Summary report
• Management Summary - Branch Breakdown reports

Other

• SMS Messages Sent report
• User Activity Breakdown report

PropertyFile & Other Services

API's

• Client Feed Export API User Guide

PropertyFile

• PropertyFile Overview, Activation and Configuration
• Market Appraisals
• eSigning Functionality
• Vendor Portal
• Landlord Portal
• Tenant Portal
• Maintenance Reporting
• Applicant Portal
• Automated Viewing Feedback

The Letting Centre

• The Letting Centre Schedule of Changes 2021
• The Letting Centre Forms and Agreements 2021
• Using eSignatures with The Letting Centre Notices and Agreements
• The Letting Centre - compliant lettings documents and support
• Changes to The Letting Centre - Section 21 Form 6A (2021)

Brief Your Market

• Brief Your Market

Release Notes & Legislation

Alto Release Notes

• Upgrade notes Version 2021.33
• Upgrade notes Version 2021.29
• Upgrade notes Version 2021.21
• Upgrade notes Version 2021.14
• Upgrade notes Version 2021.12
• Upgrade notes Version 2021.10
• See all 28 articles

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
• See all 7 articles

Legislation

• Electrical Safety Standards
• GDPR
• Making Tax Digital
• National Trading Standards listing changes

Terms and Conditions

• Alto Terms & Conditions V1.19.5

Useful information

Alto Terminology

• Alto terminology and icon guide

Complaints Procedure

• Complaints Procedure