Procedure to Add a Property in Operto Teams
Below is a master list of all the steps you may need to take to set up a new property. Most companies do not use every feature and will skip steps, so feel free to take this list and modify it for your company's needs.
1. Add the Property: In Setup --> Properties either enter the property manually using Actions --> Add Property, or use the Actions --> Request Pull from [Your PMS]
2. Edit Property Information: Once the property is in Operto Teams Edit it and carefully fill out all the fields.
3. Adjust Task Rules: Specify Assignments; Labor, Materials, and Linen Fee amounts, and piece pay amounts if applicable
4. Sort the Property for route optimization: In Setup --> Properties, Filter the properties by region to sort, then sort the new property within the list.
5. Add Additional information: Add Images, House Item Information and Utility Information as needed.
6. If Use Owner Options is turned on in Setup --> System Settings; adjust new Owner as needed in Setup --> Owners then View the Owner's Dashboard from the db link to be sure they have the correct access.
Learn More about Setting up Owners
7. Send Owner Instructions: If the Owner is entering their own iCal links or bookings, send them the appropriate email from the Manage page.
8. Adjust Task Forms: If you have Property specific elements set up in Setup --> Task Forms
9. Add Manual Bookings: In most cases, bookings are imported, but if you need to add them in manually, go to Bookings, Actions button, Add Booking
10. Add New Task Rules: In Setup --> Task Rules
If you do add a rule, update that rule's notifications in Setup --> Staff and Owner Notifications; Owner Notification Rules and Task Notification Rules if applicable
11. IMPORTANT: Review the Master Calendar for your new property to be sure all Bookings are showing and all Tasks are properly scheduling. This is a very important step.
12. IMPORTANT: Review the Scheduling Calendar to be sure tasks for this property have correct time estimates and are auto-scheduling properly.
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