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Proptimo Engage offers people-focused solutions and functionality to connect your business with residents easily and efficiently.
Instruct and track estimates, jobs, create invoices, manage supplier relationships, enhancing communication, transparency, and workflow.
Contractor App
Our efficient supplier portal streamlines your interactions with suppliers, allowing you to instruct and track estimates and jobs effortlessly. Easily create and issue invoices through the portal, ensuring accurate and timely billing.
This centralised system enhances communication and transparency, making it easier to manage supplier relationships and monitor project progress. With our supplier portal, you can optimise your workflow, maintain accurate records, and ensure smooth operations from start to finish.
Mobile-friendly portal lets Block Managers schedule meetings, set tasks, and communicate on the go, boosting productivity.
Property Portal
Our innovative property portal enables block managers to efficiently handle their responsibilities while on the go. Schedule meetings, set tasks, and communicate with clients directly through the portal, ensuring seamless coordination and responsiveness.
This mobile-friendly system allows block managers to stay connected and manage their duties, enhancing productivity and resident satisfaction. With our property portal, streamline your block management operations and maintain excellent service, no matter where you are.
Access financials, payments, issue reporting, and building updates, enhancing transparency and client engagement.
Residents Portal
Our intuitive residents portal is designed to provide residents with seamless access to essential information and services.
Residents can easily access their financials, including detailed invoices, payment histories, and account balances, ensuring complete transparency.
The portal also allows residents to make payments directly, simplifying financial transactions.
Raise issues or service requests directly through the portal, streamlining communication and ensuring prompt resolution of concerns.
Stay informed with building updates, including maintenance schedules, project progress, and important announcements.
Empower your residents with our residents portal, enhancing their experience and engagement with your block management services.
Integrates with Outlook, auto-sorts incoming emails to the right inboxes, stores invoices and indexes documents.
Document Manager
Our Document Manager function integrates smoothly with Outlook, making document management more efficient. With this integration, you can easily pull invoices, along with supplier and client communication, from your Outlook inbox into our software.
This streamlines the process of organising and storing all critical documents, ensuring that financial records, correspondence, and essential communications are securely filed and easily accessible. While the system simplifies the transfer, you maintain control over selecting and managing the documents, ensuring everything is correctly organised and up to date.
This functionality enhances your workflow by reducing manual entry and keeping your records comprehensive and well-structured.
Also includes:
Generate itemised invoices, send welcome letters, manage credit control, centralise client details, send memos, store documents.
Client Management
Our Client Management system offers a comprehensive suite of features to enhance your client interactions and operational efficiency.
Generate itemised client invoices with detailed breakdowns based on individual apportionments, ensuring transparency and accuracy.
Welcome new clients with personalised letters that create a positive first impression.
Utilise mapped credit control to effectively manage and monitor outstanding payments.
Maintain comprehensive client details and centralise all information, providing a single point of truth for easy access and reference.
Send memos to keep all parties informed and engaged, and store important documents securely within the system.
Trust our Client Management system to streamline your operations and boost client satisfaction.
Easily request estimates, propose works with client voting, raise and track jobs, store documents and communication, manage keys, diarise charges, plan maintenance, and track insurance claims with our comprehensive factoring system.
Property Management
Our block management system is designed to enhance your operations with a comprehensive suite of features. Easily request estimates from contractors and suppliers to ensure you get the best value for your maintenance projects.
Propose works to your clients and enable them to vote on these proposals, ensuring transparency and client involvement in decision-making.
Raise and track jobs seamlessly, keeping a close eye on progress and completion. Store all related documents and communication in one centralized location, making it easy to access important information whenever you need it.
Efficiently manage keys with a robust tracking system to ensure security and accountability.
Keep track of diarised charges and plan maintenance schedules to stay ahead of any potential issues and maintain the value of your properties. Our system also allows you to monitor insurance claims, ensuring timely resolutions and proper documentation for any incidents.
Trust our block management system to streamline your tasks, improve efficiency, and provide exceptional service to your clients, making block management simpler and more effective.
Our advanced reporting system offers insights at the development and client levels, tracks nominal accounts, jobs, and purchase ledger, and allows custom user reports for informed decision-making and efficient factoring.
Reporting
Our advanced reporting system provides comprehensive insights across various levels to enhance your block management business. At the development level, access detailed data on individual properties, including maintenance activities and financial transactions.
At the client level, generate tailored reports that offer in-depth insights into client-specific activities and financials. Our system also provides nominal reports for tracking financial accounts, job reports for monitoring progress and performance, and purchase ledger reports for managing supplier transactions.
Additionally, create custom user reports to meet your unique requirements, ensuring you have the precise information needed for informed decision-making. Empower your block management with our sophisticated reporting capabilities for greater efficiency and accuracy.
Our compliance system helps you meet standards and regulations, manages insurance and warranties, maintains asbestos records, provides purchase ledger requirements, and streamlines inspections, ensuring safe, compliant properties and exceptional service.
Compliance
Our compliance system is designed to ensure all aspects of your block management meet the necessary standards and regulations. Efficiently manage and track insurance policies and warranties, ensuring all coverage is current and well-documented.
Maintain thorough records for asbestos management and ensure timely inspections. Our system provides purchase ledger requirements, ensuring only capable and insured professionals are used for all services.
Additionally, streamline the scheduling and documentation of various inspections to keep your properties safe and compliant. Trust our system to handle all your compliance needs, allowing you to focus on delivering exceptional block management services.
Our credit control system offers detailed reporting, efficient debt recovery procedures, bulk client notices, and a precise court ledger to streamline financial management and enhance stability and efficiency.
Credit Control
Our advanced credit control system is designed to optimize your financial management with comprehensive features.
Generate detailed reports to monitor outstanding debts and assess overall financial health.
Implement efficient debt recovery procedures to ensure timely payments and reduce financial risk.
Send bulk client notices with ease, keeping all clients informed about their account status and any necessary actions.
Maintain a precise court ledger to track legal actions and outcomes related to debt recovery.
Trust our system to streamline your credit control processes, enhancing your financial stability and operational efficiency.
Our financial system streamlines individualised client invoices, accurate apportionments, automatic income and expenditure tracking, bank reconciliation, multi-step charge approvals, diarised charges, and sinking fund management for long-term stability.
Financial Management
Our financial system is designed to streamline your block management operations with precision and efficiency.
Generate individualised client invoices effortlessly and manage running jobs seamlessly from initial estimates through to the payment of purchase ledger invoices, charging clients based on their apportionments.
Each purchase ledger invoice is broken down by the client's specific apportionments, ensuring transparency and accuracy.
Automatically apportion income and expenditure at the point of sale to ensure accurate financial tracking.
Maintain financial accuracy with bank reconciliation features and implement multi-step approval processes for client charges.
Keep track of diarised charges and manage sinking funds effectively to ensure long-term financial stability.
Trust our system to handle all your financial needs, allowing you to focus on delivering exceptional block management services.
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