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m1Solutions Property Management Help & Training
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m1Solutions Property Management Help & Training
m1Solutions Software Help & Training
Software Training Manual
Setup
How to Add Work Order Job Classes
How to Add Work Order Job Classes
Click here to Watch Video Tutorial
From the Tree View:
Expand
Setup
Select
WO
/
JE
Classes
Enter a
brief description
of the repair title
Then click
ADD
Adding Classification Titles for Work Orders and Job Estimates
Prev:
How to Add a New User
Next:
How to Add Expense Codes
Topics
Software Updates
4
Tree View
Property Entry Cloning
Violation Enhancements
Manage Resident Balances
Accounts Payable
9
Monthly Auto Deductions
Payable Pending Posting
How to Add/Pay Pending Payables
How to Process Pay Batch Checks
Bulk Checks to Owners
Printing Checks
Bulk Expense Posting
Bulk Invoice Posting
Introduction to the Property Ledger
Accounts Receivable
6
How to Add / Post Pending Receivables
Deposit Receipts
Posting PayLease Bulk Rents
Posting Standard Bulk Rents
Printing Late Notices
Applying Late Fees
Command Center
2
How to Add and Store Documents
Introduction to the Command Center
Email
2
Text Messaging
Uploading Contacts from M1 Solutions into Constant Contact
Leasing
16
Resident Move-In Ledger
Adding A Property For Rent
Leasing Process Workflow
Leasing Process Workflow Training - Outlined
Introduction to the Prospective Resident Inquiry / PRI - Orientation
List of Prospective Residents / PRI
Add & Submit an Application Online
Add and Submit an Application Online
Upload Files to a Submitted Application
Introduction to the Leasing Application Dashboard
Introduction to the Application Evaluation Detail Screen
Generate Landlord and Employer Verifications
How to Generate a Credit Screening Report
Generate Credit Screen Ratios
Generate Debt to Income Calculations
Introduction & Use of the Lease Input Detail Screen
Maintenance
2
How to Create a New Job Estimate & Converting to Work Orders
How to Create a New Work Order
New Accounts
4
Adding Prospective Owners / Properties
Adding Marketing Referrals
Comparative Rental Analysis
Good Faith Estimate
Owner
1
How to Add a New Owner
Property
1
Property Detail Introduction
Reconciling
2
Reconciling Blue & Gold /General Trust Account
Reconciling Gold /Security Deposit Trust Account
Resident
3
How to Add a New Resident
Resident Security Deposit Disbursement
Resident Search
Setup
14
How to Add & Amend Amenities
How to Add a New User
How to Add Work Order Job Classes
How to Add Expense Codes
How to Add Income Codes
How to Add Pre-Form Letters
How to Add Legal Docs
How to Add Referral Origination & Motivation Factors
How to Setup Email
Change browser download settings for .PDF, .DOC, or other file
Make Acrobat or Reader the Default Owner of PDF Files on Windows 10
How to Setup Online Application Webpages
CIC Credit Report Setup
Setting up Late Fees
External Software Hacks
4
Keyboard Shortcuts in Windows
How to Sign and Add text to a PDF Document
Bulk Letter - Mail Merge Setup
How to Add Comments and Draw / Write directly on a PDF Document
Tablet
6
Route Management
Annual Inspections
Violations
PCR - Property Condition Report
Chrome Keyboard Instructions - Selecting Properties
Capturing and Uploading Pictures
User Setup
3
User Requirements
Managing Browser Popups
M1 User Role Access
Vendor
1
How to Add a New Vendor
Vendor Portal
7
Vendor Portal (PC)
VP-Work Order Management
VP- Statement of Work Details
VP-Adding a Before or After photo/file
VP-To Review an Item
VP-Estimate Process
VP-Recurring Work Orders
Last Updated
Jan 04, 2023
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Other Resources
m1Solutions Software Help & Training
Software Training Manual
Software Training Videos
Reports Manual