Ravensworth is a third party company that can design and create property particulars such as brochures and window cards. Once the documents are created for you, you can integrate them into expert agent and receive high quality prints of the brochures from Ravensworth.

Firstly you will need to make contact with Ravensworth to let them know what you have in mind for your brochure and/or window cards from Ravensworth (please click here for their details). Please bare in mind however, if you are not sure what you want before making contact, they will be able to send you some examples. Once you have made this contact they will send you the word documents of the brochure templates for you to use in expert agent.

When the template document is received, you will need to apply the relevant merge codes into the template to replace the existing ones. 

The document may be sent to you looking similar to the image below: 

From here, you will simply need to enter in the relevant codes by opening up the merge code table in expert agent. To access this, go to the template grid in expert agent, click 'edit' on any word document and select the tab for 'open merge code table' 

You will need to update the codes according to the layout of the template and insert image codes (as pictured) as well as any text codes. Once you have inserted the relevant codes, it should look a bit more like this: 

Now that the codes have been updated, you will need to upload this word document into expert agent as a new template (once the file is saved in your documents/desktop, in expert agent, go to tools > configuration > templates > add new template and then upload the saved word document).

Now this is saved as a template in Expert Agent, you can apply it to any property by following the usual process for creating a brochure. However, you will have the option to send the completed PDF to ravensworth for them to print.

In order to do this, go into the brochures tab in the property that you would like the brochures for, select Brochure export and then select 'send to Ravensworth'

Once you click on this option, you will then see a pop up asking you which brochure you would like to upload (website or office), your Ravensworth Customer Code, the quantity of which you would like to be printed and brochure format. 

Click on 'send' when the details have been entered and this will send the order directly to Ravensworth. 

Fixflo can be seamlessly integrated within Expert Agent so that all the Maintenance Issues reported onto your Fixflo account get logged within Expert Agent as a new maintenance job.

1. Navigate to Fixflo Maintenance Import
   
2. Tick to enable the Import. Then, enter your Fixflo URL, Username and Password. (These can be obtained from your Fixflo account - ours are hidden)
3. You can assign the Default Negotiator here - this is the person that will get the internal message regarding the new job (not who the jobs are assigned to). You can also include multiple branches, if applicable
4. Press the Save button and your Fixflo import is enabled and ready to go
   

For more information on how FixFlo Maintenance Reporting works through Expert Agent, click here.

Fixflo is a unique and clever Maintenance Management system that agents can use to simplify logging maintenance issues for their tenants.  It is seamlessly integrated within Expert Agent.   

The video below explains how it works: 

Members using FixFlo have put links to their FixFlo portal on their website, and Fixflo will have sent their tenants a link in their "move in confirmation".

1. Once the tenant(s) have logged into Fixflo, they can select the maintenance job that is required through a list of different options
2. Once they have selected the relevant section, they will enter the details of the issue along with their name, contact details, and address. They will also be able to upload any relevant attachments during this process.
3. Once the maintenance request is sent from Fixflo, an email will be sent by them to your company email address registered on Fixflo and copied in to any CC's added to Fixflo for notification: 
   

Simultaneously, Expert Agent grabs the maintenance request and tries to locate the tenancy record in Expert Agent based on the tenant name and email address.

If this succeeds, the negotiator who is assigned to receive the maintenance notifications (in configuration) will receive a message through Expert Agent. 

1.  Click Messages
   
   
2. You'll then see messages with FixFlo in the Subject
   
   
3. Click onto the title of the message to see the message details. From here, simply click into the linked Maintenance record and you will be able to see the content of the message.
   

'Reported By' will default to show 'FixFlo'. The Details tab will display the information taken from FixFlo such as the fault title, category, notes and fault priority, as well as a section for your own notes. 

The maintenance job itself will not default to a particular negotiator at this stage so you will need to set the negotiator dealing with the maintenance job in the 'managed by' section.

 Once you have set the Negotiator assigned to the Job, it will be progressed like any other Maintenance Job.  

There is also a Quick Link called "Office New Fixflo Jobs" added into Expert Agent under the Maintenance QuickLinks section.  

Related articles:

There is some configuration work to be done - see Fixflo Configuration