FAQ

Schedules: Vendor Calendar
1. Begin by going to schedules and click Vendor Calendar    Schedules > Vendor Calendar 2. Select a Vendor All workorders scheduled to...
Tue, 2 Jan, 2018 at 11:03 AM
Schedules: Realtime
The realtime scheduler is used to give the user an idea of the current workorders, past due, not scheduled, and workorders in progress.  You can also...
Tue, 12 Dec, 2017 at 11:32 AM
How to Create a Recurring Workorder
How to create a recurring workorder 1. Begin by going to the workorder page and clicking ADD RECURRING 2a. Enter the workorder details (for t...
Tue, 2 Jan, 2018 at 11:04 AM
Guide to Using the Data Importer
A data importer is a tool used to mass import company data into PM Toolbelt. In this guide, you'll learn how to effectively use the data importer, a...
Tue, 2 Jan, 2018 at 11:44 AM
How to Add a Lock Box
Lock Boxes can be added to a property and unit. They can also be added once a workorder is created at the time when selecting the type of access method ...
Tue, 12 Dec, 2017 at 11:48 AM
How to Add a Key
How to add a key to a property and unit 1. Start by going into a property and clicking ADD KEY  2. Enter in the key information     - Name   ...
Tue, 12 Dec, 2017 at 11:54 AM
Setting Up Your Email Template
Email templates let you save and send pre-formatted email messages. Taking the time to quickly set up your email settings is important, it allows you to per...
Tue, 12 Dec, 2017 at 11:56 AM
Tenant Survey
How to create a tenant survey as well as check current surveys Before you can start sending out tenant surveys you'll first need to create a ...
Tue, 12 Dec, 2017 at 11:59 AM
How to Create a Pricebook
1.Under Maintain select Pricebooks 2. Click Add Pricebook 3. Enter in the pricebook information     A) Name     B) Location (On Truc...
Tue, 12 Dec, 2017 at 12:04 PM
Why do messages from PMT get sent from multiple phone numbers?
Q: Why do messages from PMT get sent from multiple phone numbers? Can't we just have one phone number sending messages? A: Unfortunately, we are un...
Tue, 12 Dec, 2017 at 12:05 PM