Qube PM Consultancy Package - Onboarding a New Property
If you are taking on a whole new portfolio, or a single development and need to get all the required data into Qube PM, this consultancy package is for you. We can provide guidance using standard functionality with preparing appropriate spreadsheets, importing the data, and ensuring all the property funds and headings are in place, including advice about posting opening balances.
Whilst winning a new contract or gaining properties to your portfolio is great news, expansion can be time consuming. This package allows our consultants to guide you through the onboarding process within Qube PM, beginning with crucial preparatory work within the system, importing the data from a spreadsheet and posting your opening balances. We will help you create a streamlined process to use repeatedly.
This 1-day consultancy package includes:
- Using the import template for units, tenants and charges
- Guidance with the setup of a property record (including appropriate funds and headings)
- Training on the standard import process for: Units, Tenants, and Charges
- Advice for posting opening balances.