Recorded Webinar: AppFolio Mid-Year Feature Roundup

1 2015 © AppFolio, Inc. Confidential.

AppFolio Midyear RoundupJune, 2015


Presentation Details

Team: Katie Rudolph, Zak Morgan, Lauren Carr, Todd Smith

Duration: ~1 Hour

Recording: Webinar is Recorded, You will Receive Link

Follow-Up: Email will be Sent within 48 Hours


Agenda• Activities

• Maintenance

• Portals

• Value Added Services

• Financial Diagnostics

• Mobile Initiative

• Commercial Properties

• Coming Soon


Ask Questions….Please :-)

Send Your Questions in the

“Questions” Pane of the GoToWebinar Panel on the Right

Side of the Desktop


FAQ’s

Is this being recorded, can I access this information later?

• Yes. It is being recorded and you will receive a follow-up email with a link to the recording and presentation within two days

• You can also access information in the online Help Resource Center


The Only Constant is…

…Change


What’s New with AppFolio?• Keep Your Eye on

the What’s New notice menu

• Orange Circle with a Number means Updates

• Please Review :-)


Agile Software Development• Software Industry

Leaders in Agile

• Enables Faster Releases

• Ability to be More Responsive

• Start with MVP and Expand with Input


Balancing Features & Functionality


Product Suggestion Board• Contribute Directly

to Product Roadmap

• Vote on Existing Ideas

• Add Your Own Ideas

• Keep Up To Date on Ideas


Activities


Activities Quick Links• Quick Links to Pre-

Filtered Reports for Upcoming and Overdue Activities


New Activities Page• Dedicated page for

viewing, editing and updating your Activities


Activities Report Links• Link straight to the

activity from the Activities Summary report by clicking the linked description in the Activities column


Maintenance


Assign Work Order to Internal User• New Section on

Work Order

• Enables Assigning the Work Order to an Internal User

• Please Note: Currently No Work Order Assignment Notification


Time & Materials Tracking• Ability to Track

“Quantities” of Items

• Great for Tracking Time in Segments

• Great for Tracking Materials as Individual Items


Print Inspections• Ability to Print an

Inspection

• Print Inspection to Immediately Print a Hard Copy or PDF file

• Includes Images added to Items


Create Work Order from Inspections• Automatically Create a

Work Order for Flagged Items

• Select Items to Include in Work Order

• View Work Order from Inspection at Later Date

• All work orders created from the same inspection will be contained within the same service request


Portals


Owner Portal• Change to Password

Login

• Redesigned Interface

• New Owner Contributions

o E-Check

• More Coming

o Credit / Debt Card


Value Added Services


Websites• Updated Options

• Responsive Design

• Customizable Templates

• Integrated Tenant and Owner Portals


Screening• Completely Built-In

AppFolio

• Simple Click of the Link

• Runs in Seconds

• Easy to Read

• Enhancements Coming

• Backed by Dedicated Consumer Relations Team


Payments• Multiple Payments

Options

o Tenant Online Payments

o Electronic Cash Payments

• Owner Contributions

o E-Check

• Reduced Clearing Times

• More Coming

o Owner Credit / Debt Card


Insurance• Growing Trend in

Industry

• Integrated Into Move In Process

• Provides Protection to Everyone – Owner, PM, Tenant

• Great Distinguishing Option for Owners


Maintenance Contact Center• Dedicated Support

Professionals

• Handle Your Calls for You

• 24/7 Availability

• Documented Actions in Your AppFolio Account


Financial Diagnostics


Financial Diagnostics Page• New Page in

Accounting

• Permission Based Access

• Dedicated to Helping Identify Financial Discrepancies

• Organized Into Sections

• Searchable by property, property group, portfolio, or owner


Mobile Initiative


Mobile Initiative• Ongoing UI &

Navigation Updates

• Clean Interface

• Constantly Updating New Pages

• Will Enable Full Functionality on Any Device


Commercial Properties


New Commercial Unit Page• Updated

Commercial Unit Page Design

• Dedicated to Commercial Property Needs

• Set Commercial Property Type on Property Page


Demo


Coming Soon


Further Payments Updates• Simpler & Easier

Owner and Vendor Payments


CAM Reconciliation• Completely Built-In

Common Area Maintenance Reconciliation Feature

• Completely Rethinking Possibilities

• Easy to Set Up and Use


Student Housing / By-The-Bed• Updated

Functionality

• Set Property Type as Student Housing

• Enables Leasing “By-The-Bed”


Post Inspections to Owner Portal• Add Ability to Post

an Inspection to the Owner Portal

So New There is No Picture Yet :-)


Tenant Portal• Move to Mobile

Responsive Design

• Enable all Tenant Portal Functions on any Mobile Device

So New There is No Picture Yet :-)


Summary


Summary• Activities

• Maintenance

• Portals

• Value Added Services

• Financial Diagnostics

• Mobile Initiative

• Commercial Properties

• Coming Soon


More InfoHelp & Training Link

Top Right of Page

1. Access Help

2. Visit Forums

3. Submit Support Request

4. Make a Suggestion


AppFolio’s 3rd Annual Conference

www.AppFolio.com/conference

http://www.AppFolio.com/conference


It’s a Great Time to be In Property Management

We Look Forward to Working With You to Achieve Success


Thank You