New interface refinements

Workspaces

A workspace is a collection of routines, windows, consoles and key performance indicators (KPIs); anything, in fact, that you need to handle a particular task or job role.

You can create and save as many workspaces as you want.

For example, you might create a workspace with all the key routines and processes to view and chase particularly aged debtors; or one that displays lots of management data you need to check each morning.

Workspaces are 'dynamic', which means that when you change the information in one window, all the others update too.

Saving a workspace is easy. Simply set it up on-screen with everything that you want, and in a couple of clicks you can save it to the navigation pane.

Consoles

Property management often involves a series of routine tasks, carried out in a particular order. Consoles help you simplify these processes.

In effect, they create flow charts of actions - with buttons that actually do stuff.

Just like workspaces, they’re very easy to create and to save. If you want, they can launch automatically when you open a workspace.

Consoles aren’t even restricted to our own software. They can link to external applications, files or web links - anything, in fact, that you need for your job. You can include non-active buttons, perhaps to remind yourself to do something; and decision forks, to structure more complicated tasks.

Consoles can even be shared with other users. So if you and your trainer work out a particularly complicated set of routines, there's no need write them down - just take the console home with you on a memory stick!

Key performance indicators

Property management involves so much data, it can often obscure important trends. The ability to display graphical summaries of key information is a powerful tool for improving company profitability and performance.

So we’ve built several of these key performance indicators into the new system, and more will follow in time. They draw their data from scheduled reports (run as frequently, or as infrequently, as you want) and display them graphically.

You can drill down to different timescales, inspect the underlying data or even export directly from the graph to Excel. And of course, all KPIs can be saved within in workspaces or accessed instantly through consoles.

The navigation pane

This is where you store workspaces, consoles, single routines, and KPIs, so you can find them in an instant.

Things can be dragged and dropped onto the pane, or edited manually. All items can also be organised in nested folders.

There's a search facility too, if you can't see immediately what you're looking for.