PB INSIDER 

NOVEMBER, 2024

Final Call: Update Your Portal Links by 11/12/2024

Attention! On November 12, 2024, all old portal redirect links will be disabled. If your URLs aren’t updated, users will be met with a "this site no longer exists" message.

Over the past 4 years, we’ve rolled out new portals and reminded you to update links across your websites and tenant-/owner-facing materials. This is the last chance to ensure everything is up-to-date!

Action Needed: Update your links to the new format below. 

Need help? Contact us at care@propertyboss.com if you'd like us to send your ACCOUNT and dbKEY. 

Let’s make sure everyone has seamless access. Don’t miss this deadline!

**If you plug your ACCOUNT and dbKEY into a link above and an error or blank page loads, that means the particular portal is not active for you at this time. 

FAQs

Review our FAQ document for more information.

Exciting News Alert

Get ready to learn, grow, and connect in 2025! Starting in Q1, we’re launching LIVE webinars—and you won’t want to miss them!

Trina Lasiter, our amazing Director of Implementation and Training, will be sharing a full calendar of monthly topics to keep you and your team on the cutting edge.

Stay tuned for details — big things are coming your way!

Feature Highlight: PropertyBoss Portals

If you would like to start using one or more of the portals listed above, please email implementation@propertyboss.com so the portal(s) can be activated for you. Here's a summary of each:

• Tenant/Resident/Member Portal
  • Provides access to lease/ownership and contact information, related documents, lease statements, work orders, and inspections. 
  • Contact information and notification preferences, such as opting into text messaging, are done through this portal. 
  • Actions on this portal: enter a work order, update open inspections, submit one-time payments, schedule recurring payments, download documents, upload documents to management office 
• Owner Portal
  • Allows an owner to access the information that pertains to their properties, as well as maintain their contact information. 
  • Stores all monthly statements and reports sent to owners 
  • Actions on this portal: view submitted work orders and inspections, submit one-time payments, download documents, upload documents to management office
• Application Portal
  • Recreates the paper process of the application in an online form
  • Allows prospective residents to apply online by filling out a form that can range from a few fields to hundreds of detail fields
  • Eliminates the need for manual data entry - the information flows into PropertyBoss via Web Activity.
  • If enrolled in online payments, applicants can submit application fee payments at the same time of submitting the application 
• MaintTech Portal (internal portal)
  • Allows users, such as maintenance technicians, access to work orders while in the field.
  • All inspections completed by staff are done through the MaintTech portal.  
  • The portal is mobile responsive and has a PWA.
• Site Admin Portal (internal portal) 
  • Incorporated into the *new* PropertyBoss Online program; this is automatically enabled for all clients but individual user permission settings control what the user will see/do in the program 
  • Site Admin Portal features that have been absorbed into PropertyBoss Online:
    • See which users are registered and approved to use the portals
    • See if the registered user has changed the temporary password
    • Use the Forgot Password option to send a "reset password" email to the user
    • Impersonate the user to view the portal as the user does
    • View all submitted applications via the Application Portal

Do you want to see a specific topic highlighted in the PB Insider? Email implementation@propertyboss.com.

Please submit all Help Desk requests to care@propertyboss.com.