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QuickTask Property Management



The QuickTask Property Management TM application by infor Global Solutions enables the user to receive notifications and perform certain tasks in the office or on the go.



QuickTask improves turnover, walkthrough and inspection processes for property management. Users are now able to create and modify work orders, attach document images or record insights when moving from a property, via their mobile device. This application helps to streamline the entire purchase process by immediately notifying a supervisor of an order that requires approval. After receiving a notification, supervisors can code, approve or deny the purchase order from a mobile device. By providing a greater level of visibility in graphical format, QuickTask enables faster approvals for expenses, actuals and forecasted budgets.


​The key benefits of QuickTask are gaining instantaneous access to tasks, accomplishments and budgetary requirements while providing ease of use to the property management process. By providing real-time insights for financials and task analysis, management is able to vastly improve decision-making.



This mobile app is available for the Android and IOS operating systems.


Android - QuickTask installs to Android mobile devices with Android operating system 4.4.2 and higher. Download Quick Task from the Google Play Store on your mobile device.


iOS - QuickTask installs on Apple IPad, iPhone, and iPod devices with iOS operating system version 7.0 and higher.


SPECIAL CONSIDERATIONS


  • Some features of QuickTask may be available only on the Apple iPad. Refer to individual features for details.
  • Updates for the Android operating system may be available before updates to the iOS operating system because of the iTunes release process. Refer to the most current QuickTask Release Notes for more information.
  • All QuickTask features work in portrait orientation mode only.
  • Prospect is available only on devices with screens that are 7" or larger.
  • Each topic provides information about both the Android and iOS operating systems, where applicable.


Features of quicktask property management



Approve





Approve works in conjunction with eFinancials and ePO, and offers two different features. PO Approval and Invoice Authorization.


  • PO Approval allows a supervisor the ability to receive notification of a Purchase Order ready to be approved , denied, or revised. The supervisor can review purchase order details including expense account MTD/YTD Actual and Budget amounts in graphical format.
  • Invoice Authorization allows the user to authorize invoices for payment. This allows users to filter invoices for a specific vendor, or property or expense code.


count





Count works with in conjunction with the Inventory module, providers users with the ability to use their mobile device to record the physically counted values for inventory items (called "Warehouse items") at a Warehouse in the Inventory module.



inquire





Inquire, via the option, Unit Availability, provides the user with the ability to list units with the status Vacant Available and/or Notice Available for a property. It works in conjunction with eSite.



inspect





Inspect provides the ability to add Work Orders, Tasks, and upload images. It works together with eService. Inspect allows an end user like a Property Manager or Leasing Agent to submit work orders when doing a move out walkthrough with residents moving out. Primarily intended for the student housing tenants.



manage





Manage provides two-fold functionality.


  • It provides the user, who is usually an employee or technician, with the ability to manage Tasks assigned to him or her, including the ability to view images associated with the work order. The user can also view details of unassigned tasks and view images associated with those work orders.
  • It can be used to manage work order for the property optionally filtered by building/unit and/or location. This option allows the user to add new work orders and edit existing work orders as well as assign tasks to employees or vendors. Manage works in conjunction with eService.


prospect





Prospect provides the user with a way to add or edit Guest Cards, User Defined Memos, and Free Form Memos. Prospect has been designed with simplicity in setup and ease of use as the primary focuses.


  • Prospect does not support the Global Guest Card or copy Guest Card functionality, nor printing of Reports and Letters. For these functions, using eSite is required.
  • Currently, Prospect is available for the iPad only, and is designed to be used in portrait orientation only.
  • Users can work with Guest Cards for properties that they have access to.


receive





Receive provides users with the ability to receive inventory, as you can do in the Inventory module with the menu item, Transactions-Inventory Receipts.


This feature is for direct receipt of Inventory Items. This version does not allow items to be received based on a PO.

Using Receive, QuickTask allows the user to directly receive (and optionally drop ship) Inventory Items for a Warehouse or multiple Warehouses from a single vendor.



"Speed and accuracy are two key components for successful property management, and our goal in developing QuickTask was to provide additional tools to users and greater access to information regardless of location," said George Landgrebe, General Manager, infor Property Management. "We want to provide the market more business intelligence tools that will enhance property performance and achieve better operating results."




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SMR Group | MBI Software Solutions is an infor | AMSI property management business partner providing web-based software tools for the management of residential and commercial property. We take pride in delivering industry-changing software—property management software—that relieves much of the stress and headache that managers experience daily.


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