Top Tips for Getting Started with Fixflo Essential and Professional

Our mission is to provide you with a smart repair reporting interface and a full works order system to make managing your repairs and maintenance as easy as possible. To help you get the most out of your Fixflo account please see our top tips below:

1. Basic Setup

We want to make getting started as easy as possible for you! Please see the below outline for the key tasks you need to complete to get up and running:

• Add your logo and colour scheme
• Add your office number & email signature
• Add your notification email addresses
• Allow-list no-reply@fixflo.com (please do this to ensure you receive all Fixflo notifications)

2. Import Your Data

In order to go live with your Fixflo system, we need to import some key information from you, namely your:

• Properties
• Landlord details
• Contractor details
• Occupier details

This will require you to export the information from either your Property Management system that you use or a CRM/database where you store these details. Of course, you may have this information in spreadsheet form already.

Please click here for more information about how you can import your data onto Fixflo.

3. Start Promoting To Your Occupiers

The two key promotion methods to implement before going live is:

• Texting your tenants
• Adding a button/tab to your website

These are great ways to promote that you are now using Fixflo to manage all of your repair and maintenance issues and start getting the issues reported via your Fixflo site rather than through calls and emails.

4. Additional Settings

There are a few other things you can do to help ensure you get the most out of Fixflo as well as onboard your landlords and contractors effectively.

• Send welcome emails to your contractors to help onboard them onto Fixflo
• Send welcome emails to your landlords to help onboard them onto Fixflo
• Edit your Guidance and Advice pop-ups
• Setup agent assignment (if needed)

5. Ongoing Promotion

There are many ways we recommend promoting Fixflo to your tenants, aside from the two options mentioned above. Please click here to watch a video that will walk you through our promotion options. We recommend implementing as many of these promotion techniques as possible to help ensure you have a high usage of Fixflo.