Whether you’re a big or small company, it can be hard to manage what information your team are ordering. A lot of the time you’ll need the same information, that’s where the default
requests setup comes in really handy!
When you’re setup as a ‘Manager’ user, you’ll be able to see a tab in the menu called Admin. From this area, you can setup your default requests.
Manage your default requests
1. Click the Admin tab in menu
2. Click Set Default Requests
3. If your company has regions setup, choose the region you'd like to set defaults for
4. Tick the property information types you'd like (or untick to remove)
5. Click Update to save
2. Click Set Default Requests
3. If your company has regions setup, choose the region you'd like to set defaults for
4. Tick the property information types you'd like (or untick to remove)
5. Click Update to save
Save time on your applications
Once you’ve updated these settings, every job a member of your company goes to lodge will automatically have the request types selected. You can always remove or add more requests while you’re doing the application.
The default settings are fantastic for making sure someone on your team isn’t over or under ordering. It also cuts out that moment where you have to remember what to order, because it’s already done for you!
Whether you’re regularly ordering land titles, legal point of discharge, planning advice, sewer or energy reports you blend it even more easily into your workflow.
If you can’t see the Admin menu, contact us to change your user settings.
The default settings are fantastic for making sure someone on your team isn’t over or under ordering. It also cuts out that moment where you have to remember what to order, because it’s already done for you!
Whether you’re regularly ordering land titles, legal point of discharge, planning advice, sewer or energy reports you blend it even more easily into your workflow.
If you can’t see the Admin menu, contact us to change your user settings.