Key Information / Main Features
Integration with SDM
- Near Live two-way data synchronisation
- Diary entry creation action for forms, emails and other triggers, with optional file attachment
Administration
- Editable system email templates
- Full administrator management
- Ability to create tenant accounts, reset passwords and change email addresses
- Audit history of tenant actions
- Add adhoc SDM diary entries with attachments against specific tenants
- Cash transactions can be added with email and printable receipts (synchronised with SDM)
Dashboard
- Panels available depending on enabled modules
- Custom panels
- Editable panel width, titles, icons and link
Account & Tenancy
- Automatic customisable tenant account registration with customisable alert
- Tenant self-management - changing password and email address (synchronised with SDM)
- Custom tenant online greeting (synchronised with SDM)
- Optional ability to opt in to be a participating tenant (synchronised with SDM)
- Tenant dashboard panel listing family members
- Tenancy dashboard panel with details of tenancy
- Ability to change phone numbers (synchronised with SDM)
- Ability to opt in and out of being paper free (synchronised with SDM)
- Ability to manage details of other occupants of property (synchronised with SDM)
- Confirmation whether tenant has right to buy (setup based on tenancy type)
Calendar
- Browsable calendar content plug in
- Entries can include organisation and tenant specific events, i.e. stair cleaning, bin collection, office closure and rent due
Rent Statement
- Rent dashboard panel with balance and last transactions
- Optional display of rent charge breakdown
- Mini current balance and rent statement content plugin
- Rent statement page with print option
Repairs History
- Repairs dashboard panel with recent repair orders
- Recent repairs content plugin
- Repairs history page
- Repair appointments automatically added to tenant calendar
- Ability to give feedback on repairs
Basic Repair Reporting
- Simple single form repair reporting (synchronised with SDM as diary entry or as job with default variables such as contractor, priority etc)
Assisted Digital
- Authorised admin users can access and use the portal on behalf of a tenant
- Works irrespective of whether tenant has an online account
- Emails and diary entries created note action was carried out on behalf of tenant
- Audit logging on all actions
- Staff only pages, dashboard panels and other content including forms
Make a Complaint
- Ability to start the formal process of making a complaint (synchronised with SDM)
Basic CMS
- Ability to add, edit and delete content pages
- Fully editable main menu, footer menu and responsive menu
- Editable content regions with content plug-in components:
- WYSIWYG editor with customised styles and file / image manager
- Form builder
Online Rent Payments
- Ability to pay rent online via payment gateway (e.g. Worldpay or Sage Pay) (synchronised with SDM)
Digital Documents
- Access all documents attached to diary entries in SDM (excluding internal only documents)
- Document folder content plugins
- Recent documents dashboard panel
- Recent documents page
- Send documents (synchronised with SDM)
Survey Module
- Custom surveys for tenants to complete
- Surveys can be completed many times or only once by tenant
- Automatic publishing and archiving
- Surveys can be limited to specific tenants
- Open surveys dashboard panel
- Standalone surveys that can be assigned to specific tenants for a specific time
Customer Groups
- Ability to group customers into groups
- Customise which dashboard panels, pages and content text appear to different customer groups
- Add calendar events for specific customer groups
- Make surveys only visible to specific customer groups
- Change access to functionality according to customer group
- Support for factored owners / leaseholders
CMS Upgrade Pack
- Additional content plug-in components:
- FAQs
- Case studies
Advanced Repair Reporting
- Ability to cancel a repair and reschedule an appointment* (synchronised with SDM)
- Ability to cancel repairs* (synchronised with SDM)
- Advanced repair reporting with third-party repair pickers (for example Interfinder) and appointment scheduling* (synchronised with SDM)
- Ability to report large repairs requiring inspection (synchronised with SDM)
- Variable priority codes, nominal codes and trade codes depending on repair reported (synchronised with SDM)
- Customisable non-graphical repair picker
- some functionality requires or can support integration with scheduling systems, e.g. DRS
Staff Repair Reporting
- Only accessible by authorised staff
- Search by property or tenant
- View repair orders
- Ability to cancel a repair and reschedule an appointment* (synchronised with SDM)
- Ability to cancel repairs* (synchronised with SDM)
- Ability to report a repair (using same mechanism to tenants) (synchronised with SDM)
- some functionality requires or can support integration with scheduling systems, e.g. DRS
Self Service Website
As well as a standalone portal, My Home can be delivered as a fully featured website with both public functionality, tenant self-service functionality, and staff remote working tools.
Integration
The SDM My Home Web Portal Module integrates with:
- Rents & Housing Management Module Tenant and Property Databases
- Repairs and Maintenance Works Order Database
- It also interfaces with a Cloud Based Digital Changes Database which passes transactions back and forward between SDM and the web Portal Interface that tenants, staff and other authorised users would use.