Summary of the manager companion app

The property manager companion app v1 has been designed to aid managers to access key information and action things quickly and efficiently when out of the office. Over the coming weeks, we will be adding to its features ensuring the app remains a true companion on the go. Our current manager app will remain in the store for a period but will no longer be supported. We will move out from beta once we have released all planned features over the coming weeks. 

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Key Navigation Points

To get started please review these key navigation points.

Home page

When first opening the app clients will be presented with a home page that scrolls to display important KPIs and an important search function:

• Search
• Actions
• Units
• Tenancies

Searching from the home page

The search feature is available all across the app but searching from the home page is the place most users will likely search from.

To navigate straight to the required information and find things quickly, the search has a filter to get to the result quickly and reduce the number of search results being returned.

Step 1- open the search on the home page

Step 2 – Apply the filter, for example here I want to find Kirstie’s tenancy. To get there and avoid lots of results apply the filter tenancy

Step 3 – Once the filter is applied, type in the search parameters, in this case, the tenant’s name: Kirstie

Step 4 – Tap on the result to enter the record

Tap on the result to open

General Navigation

Each main area on the main index page will link through to the corresponding index page as shown below with tenancies, for example.

All corresponding index pages will allow an Add option, except properties and units, which are only available from the main system.

Display tenancies according to status. Adding a tenancy is an option from this index page.

Listing page and the record cards

Once inside a corresponding listing page, each record card will display basic information as shown by this current tenancy listing page.

Within a record card

Once within a record card, you will be presented with a:

1. Horizontal scrolling menu
2. Edit record
3. Add to record

Clients with multiple Arthur accounts

Switching accounts can be done by tapping the Company Name.