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Coordinators / Property Managers

Learn how to assign, schedule, track, and resolve maintenance requests efficiently to help balance workloads, improve response times, and keep residents, vendors, and owners updated.

Melds
Message Center
Getting Started with Workflows
Notifications Received - Property Manager
Best Practice: Tagging
Managing Tags
How to Create Property Level Melds
See all 25 articles

Dashboard
How to Customize Filters and Dashboard
Shared vs. Private Filters
Filter Criteria and Filtering Options Described
Best Practice: Custom Filters
Dashboard Metrics
Searching Property Meld

Scheduling & Calendar
How to Schedule with the Technician Mobile App
Accepting & Scheduling Melds on Behalf of Vendors
Viewing Maintenance Staff Availability
How to Assign or Reassign a Meld
Calendar Overview - Scheduler
How to Create Multi-Appointment Melds - Scheduler
See all 15 articles

Projects
Templates & Project Creation Workflow
Managing Projects in Property Meld

Properties and Units
Introducing the Property Group Selector
Attempting to Access a Search Result Outside of Your Property Group
Managing Property Groups in Bulk
Managing Property Groups for a Single Property
Understanding and Using Property Groups
Assigning a Property to a Property Group
See all 14 articles

Finances
Tracking Expenditures
Uploading an Invoice on Behalf of a Vendor
Managing Vendor Invoices

Vendors
Requesting Changes to Vendor Company Information
What is Vendor Nexus?
Connecting with Vendors via Vendor Nexus
Managing Vendor Contact Information
Uploading Files to a Vendor Card - Manager
Getting Started with Vendors
See all 7 articles

Residents
Magic Link: Password-Free Resident Login (Property Manager Overview)
How to Find Resident Contact Details on a Meld
Best Practice: Increasing Resident Registration
Managing Resident Invite Requests
How to Invite Multiple Residents
How to Invite and/or Create a Resident
See all 11 articles

Owners
Owner Hub Overview - Manager
How to Edit Existing Owner Information
How to Customize Owner Email Notifications
How to Communicate with an Owner
How to Assign Properties to Owners
How to Create an Owner
See all 9 articles

Reports & Data Imports
Bulk Downloading Invoices and Expenditures
How to Calculate Average Meld Completion Time
Export CSV from Melds List
How to Calculate Total Hours Logged Using Work Log Report
How to Find Average Meld Rating Per Vendor
Creating Expenditure Report for Specific Statuses
See all 11 articles

Insights
Actionable Insights Overview
Insights Pro Overview

Account Settings
Setting Up MAX On Call
Forward RingCentral Calls to MAX On-Call
Forward Google Voice Calls to MAX On-Call
MAX On Call - Managers
Chat Template Examples
How to Update Company Information
See all 21 articles