What it's forSet up the firm in the right order so the inbox, work orders and portal work from day one.
Who it's forAdministrators setting up a new firm.
Before you start
- You're an Administrator.
- A CSV export of your strata roll from your current software.
Step by step
- Step 1: Day 1: upload your strata rollStrata & committee › Strata roll › Upload roll. StrataWorx uses owner and tenant emails to recognise who is writing in and which lot they mean.
- Step 2: Day 1: connect your inboxAdmin & help › Settings › Email connection › Set up email. Choose a forwarding rule, Microsoft 365 or Gmail. New emails appear in the Inbox within five minutes.
- Step 3: Day 2: add your tradesInbox & work › Trades › Add a trade (or Upload CSV). Include licence and insurance expiry dates so lapsed trades can't be given work.
- Step 4: Day 2: set your tone and signatureSettings › Firm: describe How replies should sound and add your Email signature. Add Branding (colours and logo).
- Step 5: Day 3: work the inboxOpen the Inbox. Urgent emails are at the top. Check each draft, edit if needed and press Approve & send.
- Step 6: Day 4: invite your teamTeam & personas › Members: invite each person with the persona that fits their job. Allocate schemes to portfolio managers under Team & personas › Portfolios.
- Step 7: Day 5: set your business rulesAdmin & help › Business rules: opening hours, reply targets, urgent words, work order due dates and approval limits.
- Step 8: Week 2: residents and committeeTurn on the resident portal (Settings › Portal), add residents and send portal invites, and set up Governance and Finance settings if you use them.
Previous and next follow the Start here section.