Task management is easy in HERO Harmony. Some things, intrinsically and without additional explanation, require a task to be done. When you need to move in a tenant, renew a management agreement, check up on work assigned to a vendor, or get updated workers comp information from a vendor, the system knows there’s something to…
HERO PM has massive document servers, with the sole purpose of making sure that every document you touch can be stored in the cloud forever – associated with your company and, where relevant, the owner, tenant, or vendor it’s from or for. Besides your company documents, each of your owners, tenants, and vendors has their…
Sometimes a description of a maintenance problem simply isn’t enough. Many problems defy explanation, but a photo or a video sure helps! When submitting a work request, it’s easy to add a photo or video of the problem area. If the request is being submitted from a phone or tablet, simply tap the button and…
Sometimes you need to hold back money for an expense that you know is coming, but hasn’t hit the books yet. Whether it’s a roof, a water heater, or an AC unit, Harmony has your solution! While some solutions require that you adjust the owner’s distribution reserve, then set yourself a reminder to adjust it…
Harmony makes it easy to find the people and things you’re looking for. You can always use the “Search Anything” box to find any person or item. This will find all active records where something matches your search term. On each view (like Owners, Tenants, Documents, or Maintenance) there is an additional search box, which…
Hunting and pecking is for chickens. You’re not a chicken, you’re a property manager! Don’t hunt around for the options you need in Harmony. When you see a favorite menu icon, click it to add it to your custom menu. It’s then available from the menu (hamburger) icon in the top left of your screen.…
Did you know you can give Harmony a look that sparks joy when you pick it up? From your Settings, select Menu & Guides, then Theme & Background. Set the color scheme that looks best to you; experiment if you want. Set your preferred sound theme for alerts – click the sound icon to hear…
Whether you manage for yourself or others, lease to tenants, or have vendors provide service, everything you do as a property manager is governed by agreements. Every dollar that you collect and process, and every action that you take, is related to some form of agreement that you have with someone. Agreements are the backbone…
CRM stands for Customer Relationship Management. An expansion of letters doesn’t really help us understand its meaning. As a property manager, you have hundreds of communications that come in to you, and need to go out. People tell you things, they ask you things. Then you need to tell them things and ask them things. This occurs…
Trust accounting swings on a single hinge: where is the money? In the most simple trust accounting relationship, a tenant pays money to an owner. This is how basic trust accounting software works. This works well when you have one tenant in each property, each owner owns only one property, and each property has only…
