New in Pilera: July 16, 2019 Release Notes

Greetings,

We’ve been busy developing some cool features, one of which many of our clients asked for  – new custom categories for tickets. Also, we’re releasing unit-level documents where managers and residents can attach documents to a unit, new accounting integration, and the ability for residents to easily switch between multiple units they reside/own.  Without any further ado, let’s get started!

New Features

Unit-Level Documents

Unit-Level Documents is a new feature that allows managers and residents to attach documents to a unit so that only managers and that unit’s residents can access those documents.  This new functionality filters and hides documents from past accounts automatically and has a dedicated units folder which is accessible to managers to track documents irrespective of the account.  

Unit-level documents

Residents can also add documents to their account to share with tenants they are leasing their unit to or their property managers.  

Resident can add documents to the unit-level documents area.

Custom Ticket Categories

Custom categories for tickets is a feature that many of our clients wanted to see in Pilera, and we are happy to announce its inclusion in today’s release!  Managers now have the ability to create their own custom categories for a variety of ticket types and apply/map the categories to all communities. In addition to creating new categories, managers can also edit default categories that already exist in Pilera to meet the company or community’s needs.  

These ticket types include:

  • Insurance
  • Occupant Activity Logs
  • Unit Activity Logs
  • Common Area Work Orders
  • Unit-Level Work Orders

Custom categories are located under Settings → Templates.

Work order custom categories

Once you’ve added the custom category, you can navigate to the tickets area and create a ticket and select the category/subcategory.

In the work order ticket creation, select the custom category and subcategory.

New Integrations

Vantaca Integration

Pilera now integrates with Vantaca, one of the leading accounting providers in the community management industry.  Through this integration, managers will be able to bring resident data (resident record, email, phone number) and financial balances into Pilera.  Residents will be able to log into the portal to view their balance and ledger and update contact information, as well as access other Pilera functionality such as events, work orders, communications, and more.

Enhancements

Resident Portal

We’ve now added a unit chooser in the resident portal which easily allows residents to switch between multiple units that they own.


About Pilera

Pilera Software is the premier community and property management suite that has helped thousands of community managers and back-office personnel enhance communications, improve customer service, and manage compliance and operations.  May we help your community achieve these success stories?  Book a demo to see how Pilera’s community management suite can help your company.