FlexWurx Comprehensive Onboarding Guide
Welcome to FlexWurx! We're excited to help you streamline your property management processes and enhance your residents' experience. This guide will walk you through the key steps to successfully onboard to our platform.
1. Import Your Property, Tenant, and Vendor Data
The first step in your FlexWurx journey is to import your existing data. We offer multiple options to make this process as smooth as possible:
Data Import Options:
- Property Management Software Integration: We can directly integrate with your Property Management Software, if available, for seamless data transfer.
- CSV Upload: You can provide your data in CSV format for bulk import.
- Manual Entry: For smaller portfolios, you can manually input data through our user-friendly interface.
- Other Options: We have additional import methods available that we can implement as well as needed.
Information to Prepare:
- Property details (addresses, types, unit numbers)
- Tenant information (names, contact details, unit assignments)
- Vendor list (company names, services, contact information)
Our team will guide you through the import process and ensure data accuracy.
2. Configure Your AI Assistant
To optimize your FlexWurx experience, we'll configure the FlexWurx AI platform with your specific property management information. This step is crucial for providing accurate and efficient support to your residents.
Key Areas to Focus On:
- Leasing agreements and contracts
- Rent payment procedures and policies
- Maintenance request processes