Embed Size (px)
Citation preview
You’ve heard about Appfolio; now let’s find out what this software program is all about.
❑ What is AppFolio?
❑ Who else uses AppFolio?
❑ How will Tamarack use Appfolio?
❑ Why use Appfolio?
❑ Who will be using Appfolio?
❑ How will I be using Appfolio?
❑ What if I don’t use a computer?
❑ Where do I go to get my questionsanswered?
❑ What else can we expect from Appfolio?
AnIntroduction to Appfolio for Tamarack Residents
1
• An all-in-one software system
• For managing our finances
• For tracking your work orders
• Replaces our outdatedhomegrown programs anddatabases
What is AppFolio?
2
MAINLY…
TO MANAGE OUR FINANCES
• Accounting
• Budgeting
• Vendor management
• Monthly fee payment
TO MANAGE OUR WORK ORDERS
• Add your work orders online
• Track status of your work orders
• Summary reports/analysis by staff
How will Tamarack use AppFolio?
4
TO…
• Replace our outdated systems
• With a single, state-of-the-art system
• Making our financial data more secure
• With better, more accurate reporting in real time
Why use AppFolio?
5
ALL OF US…
• Residents
• Office staff
• Maintenance staff
• Grounds staff
• Boards
• Committees
Who will be using AppFolio?
6
How will I be using Appfolio?
7
TO SET UP YOUR PORTAL (ACCOUNT) WITH APPFOLIO
AND THEN MAINLY TO…
• Monitor your monthly assessments.
• Create and monitor your work orders (resident requests).
How will I be using AppFolio?
8
Here’s how you will set up your new account (portal)…
Accomodatestwo names in household
10
ACH or E-CHECK (100% free to you!)
ACH--Enter your routing and account numbers in your secure Online Portal to pay your monthly or any other charges directly from your checking or savings account.
E-CHECK– You work with your bank who prints & sends a check to Tamarack for the amount and date you choose each month. (Much like monthly bill paying online.)
CREDIT OR DEBIT CARD
An online convenience fee applies (now at 2.9%.) Enter information in your secure Online Portal.
CHECK
You can still send/deliver a check to the Office.
Staff will promptly enter your payment into Appfolio which then creates a bank deposit AND updates your portal.
Your payment options…
11
So How Secure is this?
S O H OW S EC U R E I S T H I S ? S O
THIS IS A QUESTION WE’VE HEARD OFTEN.W S EC U R E I S T H I S ?
12
•S
About the security of your personal and financial information…
SECURE:Online
payments are encrypted
using bank-grade
security.
FAST:Your charges
are immediately
marked as paid.
CONVENIENT:You can pay
your monthly assessment
from anywhere with your
mobile device.
FLEXIBLE:Choose the
method that best fits your
needs.
13
What if I don’t use a computer?
• As mentioned earlier, you can continue to pay your monthly fee by delivering a check to the TT Office.
• You can continue to give your work orders to staff in the TT Office.
• You will not be able to see the list of your pending/completed work orders like you used to do from the old TT web site.
14
When will I be using Appfolio?
CREATING YOUR PORTAL ROLL OUT OR ‘GOING LIVE’
15
What else can we expect from using Appfolio?
FINANCIALS--
Creates deposits and check writing
Accounts Payable
General Ledger
Co-signers on checks
Itemized delinquent reports
Builds Vendor Lists
RESIDENT COMMUNICATIONS--
Sending emails and text messages
Sending the Good Life Newsletter
Sending Alerts and Other Communications
Creates a Resident Directory
16
What else can we expect from using Appfolio?
PROPERTY INFORMATION--
Owners, current and former
Property Owner Directory
Renter Information
Annual Assessments
GREAT Search Capabilities
BOARD WORK--
Create Board Agenda Packets
Assist in Data-driven Decision Making
Send Board Agendas to Residents
via email or text
GREAT Search Capabilities
17
Key Features of Appfolio
* PAY MONTHLY ASSESSMENTS INSTANTLY
* SET UP AUTO-PAYMENTS FOR MONTHLY ASSESSMENT
* SAVE TIME WRITING AND MAILING CHECKS
* SUBMIT MAINTENANCE REQUESTS (WORK ORDERS) WITH THE ABILITY TO ADD PHOTOS
* MONITOR THE STATUS OF YOUR MAINTENANCE REQUESTS
* EASILY ACCESS SHARED DOCUMENTS
* A CLOUD-BASED SOLUTION; ELIMINATES THE NEED FOR TT TO OWN AND MAINTAIN HARDWARE AND MULTIPLE SOFTWARE LICENSES
* REDUCES COSTS FOR HIRING OUTSIDE IT HELP
18
SCHEDULE OF UPCOMING HELP SESSIONS
For those seeking assistance with activation of their portals (profiles), optional drop-in sessions will be held at the Clubhouse in the upstairs meeting room. We will have one or more computers available for hands-on training. And members of the implementation team will be on hand to answer your questions.
If planning to add the Appfolio app on your phone, bring it!
❑THURS June 20 2:00 - 4:00 pm
❑ FRI June 21 2:00 - 4:00 pm
❑MON June 24 6:00 - 8:00 pm
❑THURS June 27 5:00 – 7:30 pm
19
Where else could I get my questions answered?
APPFOLIO ONLINE FAQS
FRIENDS, FAMILY AND YOUR TAMARACK NEIGHBORS
20
Additional Resources
More information about the portals:
https://help.appfolio.com/s/article/Video-Owner-Portal-Overview
View the portals here:
https://www.appfolio.com/help/HOA-online-portal
https://www.appfolio.com/help/HOA-online-portal-es
TRY THESE AT HOME IN YOUR LEISURE
21
Help Contacts
We plan to have a triage list by topic with referral listing of who here at Tamarack is best to help you.
Of course, we expect some hiccups!So, who should you contact?1. Staff2. Implementation Team3.On-line Help4. Listing at the Office
22
WHAT’S NEXT?
LOOK FOR…
An email invitation to activate your resident portal
On or about Thursday, June 20
Activate before July 1 (when assessments are due.)
If not, contact the TT Office to learn how to activate later and bring in a check!
23
