Admin Resources
How to Connect your community to QuickBooks
Overview: How to Connect (or Re-Connect) your community to QuickBooks. To connect, or re-connect your QuickBooks account, you will navigate to QuickBooks Management in the Settings and connect through a short series of steps on the QuickBooks ...
How to Beautify ticket alerts
Make your ticket alerts stand out with a few quick and easy changes to your ticket alert template. In this article we will show you how to make your alerts pop! Change from a regular alert to a beautiful alert! Regular Ticket Alert: Beautified Custom ...
How do I set User Roles for my Managers?
In this tutorial we will walk you through adding in a new manager, and then assigning that manager Roles (permissions).
What is the Ticket Analytic Report?
This video walks you through the Ticket Analytics Report. This analytics report is a great way to provide insight into the number of tickets being created & closed in your communities. You can run analytics for Work Orders, Unit & Occupant Logs, ...
Types of Automated Reports in Pilera
What are automated reports? Pilera sends automatic reports straight to your inbox on various functionalities you use in Pilera. Please make sure that you add Pilera to your email contacts so that these emails reach your inbox in a timely manner. ...
Templates and how to use them
What are Templates? Templates in Pilera provide managers with an easy way to create snippets of text to include in email communications to residents or ticket updates. They help managers save time while communicating important information to a ...
How secure is Pilera?
Brief: Pilera uses some of the latest industry technology and standards making it safe for both residents and managers to do all their activities. Details: Passwords are stored encrypted with SHA-512 encryption and hashed repeatedly (Details are kept ...
Emailing Forms to Residents
E-Mailing Forms To Residents Summary/Goal: This post covers how to use Pilera’s share form capabilities to send forms to your residents. Brief: To get the sharable link from Pilera go to the form you want to share and click the share button. A new ...
How to Create an Email Footer
How to Create an Email Footer Summary/Goal: Managers can set custom text to appear in the footer of any communication that is sent out to residents. Email footers are set on a community level and there can be only one email footer per community. ...
How to create Custom Categories for Tickets
Summary/Goal: How to add a new custom category and subcategories into Pilera, apply/map them to multiple communities at once, and apply it to a variety of tickets. Prior to the 7/16/2019 release, categories for tickets in Pilera were predetermined ...
Adminstrative User Roles, Pilera User Roles
Pilera Administrative User Roles Summary/Goal: To help managers gain a better understanding of user administrative roles they can assign or be assigned to, email notifications each role can receive, and the permissions they have in the Pilera manager ...
Update a persons manager status
Update a person's manager status Last Updated: May 16, 2016 01:02PM EDT Subsection: Data Tracking Package: Communication, Basic Plus, Premier Difficulty: Easy Summary/Goal: To understand how to add update a person to manager status within Pilera. ...
How do I add a new manager in one community, or in many?
Adding a New Manager in One Community or Many. 1. The first thing you'll want to do is select the "Add Occupant" button. You would make them a manager type on Pilera Support Street. 2. Once you have added your manager into one of your ...
What is Pretend as Occupant?
Summary/Goal: To learn how to use Pretender within an occupant's profile in Pilera. Pretender is a valuable customer support tool managers can use to see exactly what a specific resident is seeing in their resident portal to help guide them or ...
Welcome Message Dashboard
Summary/Goal: This article reviews the welcome message dashboard feature and how to send welcome messages in batches. This dashboard shows statuses for email, last sent, and last logged in. Let's go over each status: Email - This column displays ...