July 2017: Enhanced Ticketing & Activity Log Updates
Happy Friday Pilera Customers,
We hope you are all having a wonderful summer! We have some exciting updates for you on our new features, enhancements to existing features, and more. Without further ado, take a look!
New Features
- Enhanced Ticketing
- View ticket assignment across the portfolio – work orders, rule violations, and activity logs.
- Assign managers and vendors to a ticket.
- Review assignee’s workload by viewing all tickets assigned to them.
- Pull portfolio-level ticket reports in PDF or Excel formats. Learn more about this new feature!
- Work Order Reports
- Managers can now generate a summary report of work orders on-demand for monthly meetings.
- Print single or multiple print sheets of tickets for the maintenance staff.
- Activity/Incident/Call Log
- All existing activity logs and incident records have been converted to tickets for improved organization.
- Added ability to track categories and sub-categories of calls/activity/incident type.
- Assign a task/ticket to a staff member with automatic notification about the assignment.
- Dashboard to view all open activities assigned to a staff member.
- Added ability to view all open calls/activity/incident across the portfolio.
- Ability to export all calls/activity/incident occurrences in a community.
- Filter on type of calls/activity/incident at a community or portfolio level.
- TOPS Integration
- Create TOPS service requests in TOPS through Pilera.
- View TOPS service requests, work orders and CC&Rs in Pilera.
- C3 Integration
- Managers can now print mailing labels to send letters to those residents who do not have a working email address
Enhancements
- Resident Side Services & Portal
- Resident login information now loads faster.
- Residents can now view Pilera help topics in the resident portal.
- Residents can now view their account number in Pilera.
- Communications
- Added capability for residents to opt out or unsubscribe from phone communication at the end of the call.
- Drastically increased the outbound text/minute rate by 15 times the previous rate.
- Improved communication template for better mobile support.
- Work Order
- A new option “irrigation” has been added in the common area work order type category.
- Automated report failure email content is improved.
- The ticket assignment email now includes a description of the ticket, the community name, along with other improvements to verbiage.
- Ability to show company level instructions on the work orders PDF print-out.
- Work order emails sent to managers now includes the work order number for improved ease in ticket follow-up.
- Rule Violations
- A new option “Late/Delinquent Payment” has been added as a type category.
- Emails
- Email user interface and design have been enhanced, including improved rendering in MS Outlook.
- Other Enhancements
- Created several custom forms for our community clients including pool forms and architecture change request forms.
- Search view improved in all ticket modules when Google Chrome view is expanded.
- Password reset page user interface has been improved.
- Managers can now “pretend” to be a resident for customer support.
- For security purposes, residents requesting new access must enter four characters to view list of matching community.
- Improved password reset functionality.
Other Fixes
- Work Orders
- A .png image file attached to a ticket now displays a preview.
- An error in which ticket reports only displayed 25 tickets has been fixed and now displays all existing tickets.
- Fixed an error in which assigning yourself to a ticket renders a submission error.
- Work order email now contains the most recent comment associated with the ticket.
- Images will only be printed out from the work order ticket when requested.
- Enhanced formatting of the ticket columns in common area and unit work orders.
- In the add unit work order popup, you can now add a space after “u” when searching for a unit number and occupant.
- Activity Log
- The “Assign To” radio button selections have been corrected in the add occupant event log.
- Improved the formatting of the subject line in the occupant log entry.
- The settings button has been removed from the Event Logs page so as to avoid redirection to the Work Order page.
- Communications
- The custom branding borders have been fixed for Gmails and Yahoo emails.
- Event Notifications
- The community events page now functions as intended.
- Other
- If an occupant is not managed in an accounting software, they will not see the accounting module or receive an error.