🕑 Latest Lessons

• TAPI and Acquaint integration
  April 14, 2023 (156 views)
• Consolidated Payment run
  February 16, 2023 (144 views)
• 
  January 17, 2023 (140 views)
• Automated bulk payments with a bank.
  January 6, 2023 (146 views)
• Custom contact type
  December 9, 2022 (176 views)
• Currency settings €
  November 28, 2022 (193 views)

See all 194 lessons

🎓 4 Webinars 3

• Webinar- New Homes 1,182 views
• Webinar- Financial Transactions 1,173 views
• Bank Reconciliation – Webinar 647 views

🎓 Admin 30

• Adding a Contact 2,268 views
• Producing a Brochure 2,043 views
• Communicating with clients in bulk 1,944 views
• Linking Contacts 1,773 views
• Adding a Tenancy 1,714 views
• Adding a Note 1,648 views
• Key List 1,643 views
• Requirements 1,629 views
• Generating a letter 1,614 views
• Outlook Emails 1,607 views

See all 30 Admin lessons

🎓 Configuration 19

• Adding an Email Template 1,928 views
• Contact Types 1,910 views
• Importing contacts/properties 1,902 views
• Property Areas 1,766 views
• Changing currency 1,624 views
• Users Settings 1,557 views
• Syncing Diary to Gmail/Outlook 1,491 views
• Turn on VPN 1,379 views
• Changing initials to full name 1,335 views
• Edit Document Properties 1,299 views

See all 19 Configuration lessons

🎓 Document 2

• Letterhead Settings 220 views
• Certificate settings 180 views

🎓 E-Signatures 6

• E – Signatures 1,984 views
• Adding Signable Tags 1,904 views
• Sending Docs to get E- Signed 1,783 views
• E-signatures 1,364 views
• Tracking E- Signable Docs 1,334 views
• Signable and Merge fields 315 views

🎓 Emails 3

• Email Authentication 463 views
• Process email folder 243 views
• Upload Email Signature Images 198 views

🎓 Financial 42

• Deleting Transactions 2,004 views
• Close and Bill Work Order/Undo Bill Work Order 1,968 views
• Accepting Rents 1,903 views
• Bank Reconciliation 1,902 views
• Transfer Fees 1,610 views
• Paying Landlords 1,599 views
• Paying Contractors 1,596 views
• Refunding deposits 1,548 views
• Emailing Yearly Statements 1,541 views
• Adding a Booking Deposit 1,454 views

See all 42 Financial lessons

🎓 GDPR 1

• Anonymising a Contact 1,379 views

🎓 Integrations 2

• Smart Key 2,111 views
• E – Signatures 1,984 views

🎓 Lettings 21

• Adding a Contact 2,268 views
• Adding a Property 2,100 views
• Sending Docs to get E- Signed 1,783 views
• Linking Contacts 1,773 views
• Adding a Tenancy 1,714 views
• Key List 1,643 views
• Requirements 1,629 views
• Generating a Lease 1,573 views
• Adding a tenancy 1,540 views
• Adding an Appointment 1,471 views

See all 21 Lettings lessons

🎓 Lettings - Basics 6

• Adding a Contact 2,268 views
• Adding a Property 2,100 views
• Sending Docs to get E- Signed 1,783 views
• Adding an Appointment 1,471 views
• Generating a Letter of Engagement 1,399 views
• Adding a BER 1,359 views

🎓 Marketing 2

• Feeding Properties Online (if feeds are set up) 1,420 views
• Match and Market 806 views

🎓 New Homes 2

• New Homes Progression Report 1,251 views
• Webinar- New Homes 1,182 views

🎓 Property Management 21

• Communicating with clients in bulk 1,944 views
• Work Order List – Overview 1,905 views
• Accepting Rents 1,903 views
• Linking Contacts 1,773 views
• Key List 1,643 views
• Paying Landlords 1,599 views
• Emailing Yearly Statements 1,541 views
• Inspections 1,381 views
• Adding/Removing Tenants from a Tenancy 1,345 views
• Emailing + texting landlords/tenants in bulk 1,322 views

See all 21 Property Management lessons

🎓 Quick Tips 28

• Close and Bill Work Order/Undo Bill Work Order 1,968 views
• Uploading Listing Online 1,456 views
• Adding a BER 1,359 views
• Editing a letter template 1,333 views
• Add new letter head 1,275 views
• Edit an Email Template 1,234 views
• Notes (Desktop alert) 1,196 views
• Turn off property feedback 1,189 views
• Where to change defaults 1,184 views
• Informing all bidders of offer 1,182 views

See all 28 Quick Tips lessons

🎓 Reports 5

• New Homes (Development List) 2,044 views
• Development list 1,387 views
• Custom Reports + Adding Logo to Reports 1,131 views
• Key Performance Indicator – Report 1,075 views
• Reporting (Contractor Payments) 634 views

🎓 Sales 33

• Adding a Contact 2,268 views
• Adding a Property 2,100 views
• New Homes (Development List) 2,044 views
• Producing a Brochure 2,043 views
• Property Offers – Screen 1,903 views
• Sending Docs to get E- Signed 1,783 views
• Linking Contacts 1,773 views
• Logging Offers 1,744 views
• Key List 1,643 views
• Requirements 1,629 views

See all 33 Sales lessons

🎓 Sales - Basics 12

• Adding a Contact 2,268 views
• Adding a Property 2,100 views
• Producing a Brochure 2,043 views
• Sending Docs to get E- Signed 1,783 views
• Logging Offers 1,744 views
• Adding an Appointment 1,471 views
• Adding a Booking Deposit 1,454 views
• Generating a Letter of Engagement 1,399 views
• Adding a BER 1,359 views
• Adding an applicant 1,232 views

See all 12 Sales - Basics lessons

🎓 Sales Intermediate 7

• Property Feedback Requests 1,541 views
• Property Progression Screen- Overview 1,541 views
• Invoicing for Outlay 1,345 views
• Turn off property feedback 1,189 views
• Adding proof of ID 1,171 views
• Adding a Solicitor 1,161 views
• Generate a closing statement & invoice (Sales) 898 views

🎓 Step by Step Processes 9

• Acquaint – Letting Process 2,969 views
• Acquaint – ESignature Process 2,765 views
• Acquaint – Sales Process 2,471 views
• Acquaint – Processing Rents 2,296 views
• Acquaint – Property Matching Process 1,988 views
• Acquaint – Daily Financial Process 1,982 views
• Acquaint – Maintenance Process 1,950 views
• Acquaint – Rebranding Process 1,799 views
• Steps – Going live with Client Account 911 views

🎓 Technical 4

• Email Authentication 463 views
• Installing Acquaint 326 views
• Correctly mapped drive 260 views
• Process email folder 243 views
• Upload Email Signature Images 198 views
• Feed transparency 168 views

🎓 The Basics 24

• Adding a Contact 2,268 views
• Adding a Property 2,100 views
• Producing a Brochure 2,043 views
• Work Order List – Overview 1,905 views
• Adding a Tenancy 1,714 views
• Key List 1,643 views
• Requirements 1,629 views
• Generating a letter 1,614 views
• Outlook Emails 1,607 views
• Acquaint Anywhere – Overview 1,598 views

See all 24 The Basics lessons