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Understanding Harmony: Who’s Asking?
When someone is asking for work to be done, they’ll normally submit a work request. From this request, you’ll create a work order that assigns a vendor, sets and tracks the stage of work, and sets the cost limit according to the management agreement. (You can always set a workorder as Client Approval Pending, which…
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Understanding Harmony: Ugly Emails?
Life’s too short to send ugly emails, or let your software determine the look and feel of your company’s communications. Harmony gives you full and complete control over the appearance and content of all emails you send and documents you create, and it’s really simple to customize everything to your liking. Most messages are customized…
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Understanding Harmony: Serial Adder
Some managers do things one-at-a-time as they come up. Others prefer to roar through a pile of things all at once. Harmony has the solution for both. In functions where multiples might be added in sequence, Harmony places an Add Another icon beside the Add/Save/Submit/Post button. Instead of adding a single item and then starting…
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Understanding Harmony: Queue it Up
Some things are better queued. There are areas in Harmony where you want to do all the work now, but produce the result later. We’ll look at a couple of these. If you write checks, you’ll often want to perform the financial transaction now, and issue checks at the end of the day, week, or…
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Understanding Harmony: What’s Going On?
It’s the first essential question of successful management. Harmony makes it easy to see what’s going on, at a glance. All things time-related, like workorders to be done, leases to renew, appointments to keep, and even things to pick up from the store, show up on your calendar. You can click or tap any item…
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Understanding Harmony: Something to Do
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…
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Understanding Harmony: Like the Library of Congress
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…
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Understanding Harmony: Look at that Leak!
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…
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Understanding Harmony: Hold it Right There!
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…
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Understanding Harmony: On the Tip of My Tongue
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…
