Property managers can share a HomeZada PRO property with clients in real time. Click the Details tab, find the Share Property button, enter the client's email, and they'll get an invitation link. Once they create a password and log in, both of you see the same property data and can collaborate on maintenance and inventory from any device.
Chapters
Sharing a Homes Auto property with a client is very easy for property managers or home maintenance companies. It starts with the overview page where if you go to view properties, if you were to create a new property for a new client, you would just go to the upper right-hand corner and select create new property and then basically go through this 2-step wizard where you create a new property. But for the sake of this demonstration, we're going to try and share an existing property. So here we have an account for 4501 Angela Avenue for our customer Julie Herman. When you go into this property, you can obviously go through and create lots of data as a service provider for your client. You can create an inventory, maintenance projects, etc. But if you actually want to actually share this so you and your client share the information in real time, click on the Details tab, and then you've got the customer's name and their email address. And then up at the top in the purple menu bar, choose Share Property. Now all you have to do is enter in the customer's email address again to confirm we've got the right email address, and then scroll down to the bottom and hit Share Property with Customer. Your customer will get an email sent from Homesota inviting them to create their own account and share that same property with you in real time. And here's what the email looks like that's being sent to your customer, where all they have to do is go to the middle of the email and click on Access My Shared Property. Then your customer just has to create their own password for their own personal account. And now your customer has their own HomeZada account, but the data is being shared with you in real time from your professional account, so the two of you can collaborate on all the inventory, maintenance, and projects information. And your display branding ad is, is shown to the customer every time they log into HomeZada to see what's going on with their house. And because HomeZada can also be used on mobile and tablet devices, If the— if your customer logs in with their mobile phone, they will actually get the mobile phone view where again they see that branding ad from you and are able to collaborate with you from a mobile device. So thanks for watching this video on how easy it is to share your property data with your clients. Thanks.