Blockworx Toolbox: Get Started On Blockworx

Get control of repairs and maintenance when you start and finish jobs on Blockworx.

PREP WORK

Prep work

First things first. Get the prep work done.  Lay the foundations for a smooth transition of the repairs and maintenance process to Blockworx.

Create each user on the Blockworx web portal. Once you have done this, you can send an invite to download the app to their device – phone or tablet, or to login to the web portal.

 

Toolbox Tip! 

Who would this be? Anyone who needs to be involved in the repairs and maintenance process – team members who quote for work, carry out work or respond to estimates.

PREP WORK PART ONE:

Create users Quick Guide – Web Portal ONLY

 

Why bother? If you skip this part no one in the business will be able to use Blockworx

  1. Select ‘Admin’ from the menu on your dashboard page – when you first login to your web portal.
  2. Click on the tab called ‘User Groups’. (There will be two in here to get you started – ‘Administrators’ and ‘Users’).
  3. Click on the Group called ‘Users’ (this will give your new users some privileges but not access to everything!) You can create more groups as you need them.
  4. Click on the orange button titled ‘Invite New Users’.
  5. Enter your colleague’s email address in the ‘Add Email’ box (you can add as many as you like, just separate them with a semi-colon).
  6. Click on the ‘Add’ button at the right hand side of the box (all of the email addresses will move to the ‘Users to Email’ box).
  7. Lastly, click on the ‘Send Invitations’ button.
  8. Your colleague(s) will receive their invitation to join Blockworx and will then follow their sign up instructions.

 

 

PREP WORK PART TWO:

connect to property management companies

Secondly, an essential part of the prep work is connecting to the property management companies you work with. To do this you will need to get a code from all of the property management companies who are using Blockworx and add them onto your account.

Why bother? You won’t be able to do anything on Blockworx unless you connect with the property management companies you do work for.

PREP WORK PART TWO:

App Quick Guide to connecting to property management companies

 

  1. After you have logged in select ‘Companies’ from the left-hand menu.
  2. To connect to a new property management company, select ‘Link a new company’ from the top.
  3. Enter the company code (you need to get this from the property management company and it is unique for every company) and hit ‘Request to Link with the company’.
  4. An email will now go to the property management company to approve your request.
  5. Once approved, they will appear on your list of connected companies.

mPREP WORK PART TWO:

Web Portal Quick Guide to connecting to property management companies

 

  1. Choose ‘Companies’ from the menu on your dashboard page.
  2. On the right of the screen, you will now see ‘Link with a Company’.
  3. Underneath this, enter the company code in the box below and hit ‘Request to Link with the Company’.
  4. An email will now go to the property management company to approve your request.
  5. Once approved, they will appear under your list of ’Linked Companies’.
  6. To check the company’s you are connected with, click ‘Companies’ from the top navigation menu. This will list all of the property management companies you are linked to through Blockworx.

GET GOING

Get going

To get going on Blockworx you need to start by doing one thing. What that one thing is will depend on the size of your business and the work your business does for property management companies.

So go ahead and choose your business from the options below and that’s your next step.

Recurring monthly work (e.g. gardening, cleaning)

 

If this is how your business operates, you will most likely get paid via ‘Diarised Charges’.

To get started on Blockworx, login and select ‘Required Invoices’ so you can upload the relevant paperwork (invoice or checklist) to automatch with the invoice at the property management company’s side.

 

Reactive maintenance (e.g. lift maintenance or fire safety)

 

If this is how your business operates, you will most likely receive a ‘Job Order’ from the property management firm.

To get started on Blockworx, login and select ‘Jobs’ from the menu on the web portal or the app (new ones will be on the Jobs card on your Dashboard).

Any and all jobs that have been sent to you by a property manager will appear here. You will also receive a notification on your smart phone or tablet whenever you receive a new job request.

 

These videos will help you get up and running to access your jobs:

On the Web Portal

On the app

Toolbox Tip!

Remember to set your push notifications to ‘on’ so you don’t miss a job request.

Estimates for adhoc work

(out with normal contracted work)

 

This is applicable to all businesses who need to submit quotes/estimates for work outside of your recurring work or reactive work.

If this is how you get started on Blockworx, you will have received an email to trigger your Quote Request or a notification on your device via the app. You can now submit your Quote in one of two ways – via the web portal or on the app.

APP QUICK GUIDE

 

  1. Select ‘Quote Requests’ from the app menu.
  2. If you have a list, choose the job you wish to submit your quote for.
  3. Submit your quote via the app by choosing ‘£ Quote’ from the top of the screen.
  4. Enter all details in each field.
  5. Click ‘Save & Submit’ to submit your quote to the property manager that requested it.

View the full How To video below.

WEB PORTAL QUICK GUIDE

 

On the web portal you can upload your Quotes directly into Blockworx.

  1. Select ‘Quote Requests’ from the top menu (new ones are also visible on the Quote Requests card on your Dashboard).
  2. Click on the Quote Request you wish to submit a Quote for from the list.
  3. Click either ‘Attach your Quote File’ or ‘Create your Quote’ to get started entering the details of your quote.
  4. When you’ve entered all information, click ‘Save & Submit’ this will send your response to the property management company who requested your Quote. You can also click ‘Save for later’ which will allow you to return to your quote and update it further before submitting it to the property management company.
  5. As a ‘Quick Quote’ you can choose not to attach a file nor create your own quote and simply input a figure in the ‘Quote Total’ box and click on ‘Save & Submit’ this will simply send the property management company a quote with a total value and no description of the works you are carrying out.

View the full How To video below.

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