Get started with casavi and make your everyday work easier
Are you completely new to casavi?
If you are a property management company setting up your casavi account for the first time, please start with the brief introduction and find out about your interface before you start with the “onboarding”.
Training for a new employee
If you are already working with casavi and would like to refresh your knowledge or familiarize yourself as a new employee, you can skip the first steps and start with “onboarding”.
Before you start with the onboarding process:
Short introduction
At “training.casavi.com” you have the opportunity to familiarize yourself with the software independently..
Integration
Information on setting up an integration for data transfer between your property management software and casavi.
Now it’s time for onboarding!
Step 1:
Overview and basic functions
Familiarize yourself with the basics you need for your daily work with casavi and get an overview of all the important functions.
Step 2:
Customization of the
administration area
Administration “casavi with extended rights” : See the individual functions and settings you can make in the admin area.
Step 3:
Create a service provider contact
If your service providers cannot be imported via interface, you can create or import them manually.
Step 4:
Working with the SmartTask
SmartTask is casavi’s ticket management. See how you can communicate online about tickets and orders with your tenants and owners or with your service providers.
Step 5:
Check-up and invitation process
In the last step, you will review your settings and learn how to successfully invite your owners and tenants to the customer portal.