Property Manager Resources
Work Order
- Work Order User Guide
- How do I create a new work order?
- How do I create a scheduled work order?
- How do I create a recurring work order?
- How do I search for an existing work order?
- How do I search for a scheduled work order?
Notifications
- How do I create a new notification?
- How do I create a notification for multiple issue types?
- How do I manage my notification groups?
- How do I create a group dispatch notification?
- How do I delete a notification?
- How do I suspend and reactivate notifications?
Building Settings
Space Management
- Space Management User Guide
- How do I viewing my building’s stacking plan?
- How do I view my building's Space Management Dashboard?
- What are the different building space types and their uses?
- How do I create a new floor in my Space Management stacking plan?
- How do I create a new space in my Space Management stacking plan?
Broadcast Message
Resource Scheduling
- Resource Schedule User Guide
- How do I view my bookable resources?
- How do I create a single reservation?
- How do I create multiple occurrences of a single resource reservation?
- How do I create a recurring resource reservation?
- How do I approve, deny, or review pending resource reservations?
Operations Performance Management
- Operations Performance Management User Guide
- How do I configure my Building's hours?
- How do I configure my service levels, delivery targets, and escalations for Performance Management?
- How do I configure my managed issue types?
- How do I configure my Point People for Performance Management escalations?
- How do I activate Tenant Satisfaction for my building(s)?
Certificate of Insurance
- Certificate of Insurance User Guide
- How do I set up automatic COI renewal notifications?
- How do I send a COI expiration notice to a tenant or vendor?
- How do I create a new COI Compliance Group for my buildings?
- How do I standardize the coverage components for my COI Compliance Group?
- How do I add additional COI compliance questions?
Files
- Files User Guide
- How do I grant file administrative access?
- How do I create a new folder or subfolder?
- How do I edit a file folder?
- How do I delete a file folder?
- How do I upload a new file?
Incidents
- Incidents User Guide
- How do I create a new Incident report?
- How do I edit the details of an Incident?
- How do I add persons to an Incident?
- How do I add items to an Incident?
- How do I add autos to an Incident?
Property Removal Pass Manager
Access Card Manager
- Access Card Manager User Guide
- How do I create a new Access Card request?
- How do I complete an Access Card request?
- How do I reissue an Access Card?
- How do I cancel an Access Card?
- How do I update an Access Card Number?
Fire and Life Safety
Reminder
Preventive Maintenance
- Preventive Maintenance User Guide
- How do I create a Preventive Maintenance Template?
- How do I manage Preventive Maintenance tasks within the Template Library?
- How do I search for a Preventive Maintenance Template?
- How do I add a new piece of equipment to my building's Equipment Library?
- How do I search for a piece of equipment in my building?
Inspections
- Inspections User Guide
- How do I create a new Inspection Template?
- How do I schedule a new Inspection?
- How do I complete an Inspection?
- How do I create an equipment Inspection?
- How do I add labor to an Inspection?
Visitor Module (Guard Portal)
- Guard User Guide
- How do I check in a Pre-Registered Visitor?
- How do I check in multiple Pre-Registered Visitors?
- How do I check in an Unannounced Visitor?
- How do I delete a Visitor?
- How do I view Expected Visitors?
Property Management Employee Administration
Tenant Company Administration
- How do I send a Welcome Email with a password activation link to new tenant employees?
- How do I customize the tenant dashboard?
- How do I create a new tenant company?
- How do I inactivate a tenant company?
- How do I reactivate an inactive tenant company?
- How do I create a new sub lease tenant company?
Vendor Management
Accounting
- Accounting User Guide
- How do I navigate to view and edit accounting information within Building Engines?
- How do I create a new accounting Batch File?
- How do I access and export completed accounting Batch Files?
- How do I create a new Labor Rate?
- How do I view and edit accounting Labor Rates?
Task Calendar
Time Card
Building Connect
- Building Connect User Guide
- How do I enter Site Details for Building Connect?
- How do I select a Template and Theme?
- How do I create Page and Subpage Content?
- How do I Preview and Publish my Building Connect site?
- How do I edit a Page or Subpage?
To-Do Lists
- To Do User Guide
- Creating a To Do List
- Creating a To-Do
- Creating a To Do for a Non-System User
- Completing a To-Do
- Marking a To-Do as Won’t Do
Task Dispatch
- Task Dispatch User Guide
- How do I navigate to the Task Dispatch Dashboard?
- How do I configure the List and Reassignment Settings in Task Dispatch?
- How do I configure Employee Hours in Task Dispatch?
- How Do I Assign a Work Order to an Employee in Task Dispatch?
- How Do I View Work Orders Assigned to an Employee in Task Dispatch?
Impairments
- How do I create a Key Contact role?
- How do I assign a Key Contact role?
- How do I create an Impairment group?
- Impairments User Guide
- How do I create a Notification profile?
- How do I define Impairment types?
QR Codes
- QR Codes User Guide
- Assigning a QR Code to a Location Record
- Creating a Work Order from a QR Code
- Reviewing Work Orders Associated to a QR Code
- Unlinking a QR Code from a Location Record (Mobile)
- Assigning a QR Code to an Equipment Record
User Defined Fields (UDF)
- User Defined Fields User Guide
- How Do I Create a User Defined Field?
- How Do I Edit a User Defined Field?
- How Do I Deactivate a User Defined Field?
- How Do I Create an Equipment Page Layout?
- How Do I Create a Building Page Layout?
General Administration
Reporting
Additional Common Questions
- Building Engines Mobile App Login Troubleshooting Guide
- Expected Visitors List: Fixing Display Error
- Building Engines New Look Home Page
- Building Engines Platform Overview
- What are the Building Engines Supported Browsers?
- How can I disable Internet Explorer Compatibility Mode?