Blockworx Toolbox: Get started on Blockworx

Your handy guide to get you off to a good start.

If you’re new to Blockworx, you probably want to know how to use it. Don’t worry, we’ve got you. This handy ‘how to’ will help you and your team get going on Blockworx.

We’ll start with TWO basics – the prep work – that you must do first. And then go on to show you how easy it is to integrate Blockworx into your business.

PREP WORK

Prep work

First things first. Get the prep work done.  Lay the foundations for a smooth transition to Blockworx.

The prep work involves TWO simple must do parts. PART ONE – create each user on the Blockworx web portal and invite them to download the app to their device (phone or tablet), or get a login to the web portal. PART TWO – connect with property management companies you work with, or want to work with.

When you have done both parts of the prep work, you can jump to ‘Get going’ to start making your admin a bit more straight forward.

 

Toolbox Tip! 

Who are users? Anyone who needs to be involved in the repairs and maintenance process – team members who quote for work, upload invoices, 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. Login to the Blockworx web portal.
  2. Select Account Admin from top right of the Dashboard page – visible when you put your mouse over your name.
  3. On the mid right there is a section ‘Accounts List’.
  4. Either copy your unique company code and email it to anyone who needs access to Blockworx. This code must then be entered on the Blockworx login https://blockworx.co.uk/LogIn/
  5. Or, enter your colleague’s email into the box on the screen and click ‘Invite New User’ button.
  6. Your colleague will receive their invitation to join Blockworx and will then follow their sign up instructions.

PREP WORK PART TWO:

connect to property management companies

Congratulations! You’ve completed part one and created all users. Part two is also an essential part of the prep work as you must connect to the property management companies you work with.

To do this you will need to get a unique code from each of the property management companies you work with who are using Blockworx and add them onto your account.

Why bother? Because 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:

Quick Guide to connecting to property managers using the app

 

  1. After you’ve logged in, select ‘PM Connections’ from the menu.
  2. To connect to a new property management company, select ‘Link a new property manager’ from the top.
  3. Enter the unique company code provided by the property management company and hit ‘Request Link’.
  4. An email will now go to the property management company to approve your request.
  5. When approved, they will appear on your PM Connections list.

PREP WORK PART TWO:

Quick Guide to connecting to property managers using the web portal

 

  1. Choose account admin from the top right of the ‘Dashboard Page’ – visible when you hover over your name.
  2. On the right of the screen, you will now see ‘Property Manager Link’.
  3. Underneath this, enter the unique company code provided by the Property Management Company in the box below and hit ‘Request Link’.
  4. An email will now go to the property management company to approve your request.
  5. When your request to link to the property management company has been approved, they will appear at the top of the screen.
  6. To check which companies you are connected with, click ‘Companies’ from the top navigation menu.

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 type of work you or your company does for property management companies.

So go ahead and choose your business from the options below and that’s how you’ll get going!

TYPE OF WORK OPTION A – 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 ‘OUTSTANDING INVOICES’. You can then upload the relevant paperwork (invoice or checklist) to automatch with the invoice at the property management company’s side. (Usually uploaded around the same date every month and are normally only uploaded once a month).

TYPE OF WORK OPTION B: 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 company.

To get started on Blockworx, login and select ‘JOBS’ from the menu on the web portal or on the app. Any and all jobs submitted to you by a property management company will appear here. You will also receive a notification on your device (phone or tablet) whenever you receive a job request. Check out the Toolbox Tip below so you never miss a job request!

Got too much on and don’t want to accept a job given to your company? No problem. Just insert a reason into the comments field and the job will be cancelled by the property management company.

Toolbox Tip!

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

TYPE OF WORK OPTION C:

Estimates for adhoc work

 

This is any work you do outside of your normal contracted work and is applicable to all businesses who need to submit estimates for work outside of your recurring work or reactive work.

If it’s an adhoc job that gets you started on Blockworx, you should have received an email to trigger your estimate request or a notification on your device via the app (see Tooltip above!). You can now submit your Estimate in one of two ways – on the app or via the web portal. Check out our Quick Guides below or click on the video links to view a more in depth how to. 

submit an estimate

Quick guide FOR THE APP

 

  1. Select ‘My Estimates’ from the app menu.
  2. If you have a list, choose the estimate that you wish to provide a quote for.
  3. Select ‘View estimate instructions’ from the bottom of the request.
  4. Print, read or share the document and select ‘done’ if you need to do this.
  5. Submit your quote via the app by choosing ‘£ Quote’ from the very bottom.
  6. Enter all details in each field.
  7. Click ‘Done’ to submit your estimate directly to the property manager.

View the full How To video below.

SUBMIT AN ESTIMATE

qUICK GUIDE FOR THE WEB PORTAL

 

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

  1. Select ‘Estimates’ from the top menu.
  2. Click on the estimate to provide a quote.
  3. Click ‘Generate Quote’ to get started entering the details of your quote.
  4. When you’ve entered all information, click ‘Generate Quote’.

or

  1. Drag and drop or upload your estimate documents.

View the full How To video below.

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