Assisted System Setup
Setting up a Property in the system can be time-consuming, so with this in mind, our team offers a service to set up Properties in ExactEstate for you for a small fee. For this to occur, we require all information downloaded in the Excel File to be filled out and returned to us.
Information Needed
Please download the Excel file below, fill it out and send it back to us.
Export Excel Setup FileThere are 19 Worksheets in the File (listed below) that must be completed, note that some worksheets are based on others, this is noted throughout each page but keep it in mind while filling out the information; Property Data, Add-Ons, Parking Passes-Garages-Storage, Add-Ons Assignment, Inspection Locations, Inspection Items, Floorplans, Buildings, Units, Residents, Children, Ledgers, Work Order Data, Work Order Inventory, Application Denial Reasons, Application Denial Letters, Late Fees, Make Ready Options, Vendors.
It is possible that you will not need to fill out each Worksheet, for example, if this is a setup for a new Property there will be no Residents or Children, but any data not added here will not be added while on-boarding your new Property.
