Property Pres Wizard

A: Property Pres Wizard (PPW) provides a web based work order management service.

You can manage your company’s work orders from the time you receive the work until you are paid.
Import work orders with the click of a button or have them set up on our Auto-import option.
PPW helps you manage workflow, timeliness, communications, bids, property history, photos, forms, invoices, routing and more.
Set up is easy and includes free training for your office staff and contractors.

A: 5 user licenses cost $149 per month. Each additional user will cost an additional $25 per month. Property Pres Wizard also offers the ability to have automated push back of work orders to specific clients. If you take advantage of this feature, a transaction fee of 25 cents per work order will be charged.

We don't charge for photo storage, importing or exporting, sending work orders to the field, uploading photos, per work order; you get the idea.
We only charge for accounts that are in use.
If you have seasonal employees or contractors that only do work during certain times of the year you are not charged for them when they are not receiving work orders.
Outside of the normal published base fees; we charge a transaction fee of 25 cents per work order if automated pushback to the client is utilized.

A: If you have Internet access and a desktop, laptop or mobile device you can access PPW.

A: Any of the browsers listed below:
Google Chrome
Mozilla Firefox
Apple Safari
Microsoft Internet Explorer (8+)

A: Yes, as long as that company creates an account for you. You will then have access to the data they give you permission to see.

Important Data Access Note:

If the company that hired you terminates your access to PPW, you will not have access to your invoices or any other work within PPW.
PPW highly recommends that you keep your own records and files in case you no longer have access to PPW.

A: To run reports on your contractor or client payments use the Invoice Account Payable and Receivable report in the Reports section of the website.

This will allow you to bring up any payment information that you have in the system whether it be client or contractor.
By using a combination of the filter options relevant to what you are looking for you can bring up the orders and even mark payments within the system.
You can also run chargeback reports which will allow you to have an amount for an invoice charged back from the contractor for any reason.

A: There are 3 different ways to populate work orders in PPW.

Add a New Work Order - Manually create the work order in the system.
Import Work Orders - Electronically import work orders from over 40 companies by following the steps provided.
Auto Import Work Orders - Have our system automatically import the work orders into PPW and notify you when the new work arrives.

A: To set up your line items you must use the “Bid/Completion & Invoice items” link in the site which is located under the “Admin” tab. • When you open this page you will see a list of already populated items for you to use or you can add your own line items by clicking on the “Add item” link at the top of the page. • Here you can input your pricing and set auto-population based on Client Company, State, Customer, or Loan type (or a combination of any of them).

A: You may create your own PCR Forms and have them auto-populate based on criterion you set.

This may be accomplished in the “Admin” section of our site.
Click on the “PCR Forms” link.
Click on the “Add PCR Form” button.
Once you have added the form to the system you click on the “Add/Edit Questions/Rules” which will allow you to add in your questions and answer options.
You may have the form pre-populate to specific clients and work order types.

A: PPW has technology that helps to detect duplicate photo.

Office staff can quickly see if a duplicate photo was submitted and which photos are duplicates.

Note: No photo duplicate detection technology can detect all duplicates, so on rare occasions some duplicates may occur.

A: You can view inactive contractors on the “Users” page in the admin section. You may also view inactive contractors in any of the “Reports” you run on contractors.

A: There could be multiple reasons as to why these emails are not going through.

Check the spam folder, sometimes our emails can be flagged as spam by email clients and therefore our emails will not show in your inbox.
Make sure that the email was entered correctly in the user’s info.
Make sure the options are checked for the specific alerts you want sent to that user.
Our email was flagged as spam manually (generally this happens on accident)

A: Yes. PPW does not prohibit this.

A: To reset a password outside the system (before logging in) simply click the “Forgot Password” link and you can have the PropertyPresWizard send you a new randomly generated password.

You can also reset your password from inside the site as well (after logging in) by clicking on your name in the upper right hand corner of the screen next to the logout button you can change your password as well as some other non-essential information from the menu that pops up. Note for Office Staff Addition: Office staff members with the correct permissions can reset passwords in the “Admin” section of the site under the “Users” subtab.

A: You must first fill out the “Bid/Completion Info” page in order to populate the “Photos/Documents” page with the flagging options.

Once you’ve accomplished this go to the “Photo/Documents” page and click on the “Upload Photos” button to drag and drop photos or upload them from file.
Once the photos are uploaded, click on the “Show All” button to see all of the photos. Then click on the “Flag Photos” button to flag photos into a before, during, after, or bid status.

A: The “Bid/Completion Info” page is where you can keep track of any bids or work completed for a specific order.

To make use of this page you simply find your line item either in the list of the available line items on the left hand side of the screen or you can use our “Add line” function which will allow you to select from any of the line items your company has available to you.
If the type of work you are doing is not in any list then you can use the “Other” option which will allow you to type in the work that you did and associate it with its own quantity and price.
There are some background functions that you need to be aware of as well, the bid/completion info page actually influences the next 2 pages of the site.
The “Photo/Documents” and “Invoice” pages.

A: To delete photos from a work order you simply hover your mouse over the photo that you want to delete and wait for the little bar to appear at the top of the photo. A red X in the right hand corner of the bar will delete the photo from the order.

A: When you fill out the “Bid/Completion Info” page, the “Invoice” page will auto-populate what has been marked as completed and the pricing for those items. You may save the invoice for your own records, print the invoice and PPW will keep a permanent record of the invoice in the work order.

A: Access to information in PPW is controlled by the account owner.

If you are a contractor, the company you are contracted by has control over what information you can and can’t see.
Requests for access to reports would have to go through the company you are working for.

A: You will have to get this data directly from the company who owns the account.

A: Nothing. Sorry.

A: Yes. You can set this up by clicking on the “Invoices \ Payments” link in the Admin section.

A: We accept major credit cards as well as ACH payments.

A: You may cancel service at any time within 30 days of written notice. Please see our cancellation policy.

A: No. You will need to contact the company directly.

‘Nationals’ means a company that provides our customers with work orders.

A: PPW does not provide any personally identifiable data to third parties, unless of course we need to do that to provide the service (such as: third party’s’ that are providing services to you; see our Privacy Policy for more information).

We may provide aggregate and non-personally identifiable information to third parties.

Example: PPW may provide aggregate and non-personally identifiable information to a National regarding how many total work orders PPW imports into its system in a day for that particular National. They will use this information to help manage the load on their network. We will also use this data to improve the integration between our system and their system. Many of our customers may work with that National, so indirectly we are helping our customers too.

A: No. See example above.

A. The customer paying PPW for the service is the owner of the data. See our Terms of Service for more information on this.