General FAQ
A: PPW is a Software-as-a-Service (SaaS) platform and mobile app.
- 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 from an Excel Spreadsheet or via an Auto-import
- Manage workflow, timeliness, communications, bids, property history, photos, forms, invoices, routing, etc.
- Set up is easy and includes free training for your office staff and contractors
A: The base Premium plan is $199 per month and includes 5 Users. Each user is an additional $40 per month. There are also Enterprise level plans that charge by the transaction, but these would require high volumes and annual contracts.
PPW also offers the ability to have automated pushback of work order results (photos and/or forms) to specific clients. If you take advantage of this feature, a transaction fee of 25 cents per work order will be charged.
Q: What equipment do I need to use PPW?
A: If you have Internet access and a desktop, laptop, or mobile device you can access PPW.
Q: What internet browsers are compatible with PPW?
A: Any of the browsers listed below:
Google Chrome
Mozilla Firefox
Apple Safari
Microsoft Edge
Opera
Q: Can I use PPW if I am a contractor working for another company?
A: Yes, as long as that company creates an account for you. You will then have access to the data they permit you 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.
Office Staff FAQ
Q: Reports and Chargebacks - How do I run reports and chargeback reports as well as mark chargebacks?
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 many different ways to populate work orders in PPW - see below:
- 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
- Import orders from an Excel Spreadsheet into PPW
- Import order via our API (via corporate approval only)
A: To set up your line items you must use the “Bid/Completion & Invoice items” link, 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 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 the criteria 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: You can view inactive contractors on the “Users” page in the admin section, to do this you will need to click on the "Search" button, set "Active" to no, and search for the users this way.
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 address entered for your PPW user account is correct
- 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) Note: To prevent this from happening add all of our email addresses to your contacts list in your email account and this will help to make sure that our emails are always accepted.
Contractor FAQ
A: To reset a password outside the system (before logging in) simply click the “Forgot Password” link and you can have PPW email you a link to set up a new password/
- You can also reset your password from inside the site as well (after logging in) by clicking on the profile icon in the upper right-hand corner of the screen next to your name and clicking the "Settings" option. Here 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 any relevant PCR Forms and/or the “Bid/Completion Info” page 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 the 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, click on the photos you want to flag to select it, and then click on the option you want to flag the photo to.
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 either 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 quantity and price.
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 trash can icon will appear in the bottom right-hand corner of the bar, clicking this will delete the photo from the order.
If you are not able to delete the photos, it is possible your account does not have this permission, and in this case, you would need to reach out to the company that provided you with this account to see if they can delete the photos for you or permit you to delete the photos.
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.
Alternatively, you can navigate to the invoice page and fill this out manually by clicking the Add Line and choosing a line item or choosing the "other" option and typing in the name of the item you are invoicing for, entering a Qty and a Prive.
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 that owns the account.
A: PPW is a Software-as-a-Service (SaaS) platform and mobile app used by many companies to run their business and deploy work orders to the field. We simply represent the technology your work provider is using.
Should you have questions regarding work order details, property information, or payment for services rendered, please contact your work provider directly.
Accounting and Subscription FAQ
A: Yes. You can set this up by clicking on the “Invoices \ Payments” link in the Admin section. PPW invoices on the 1st day of each month for services rendered the prior month.
A: We accept major credit cards and bank routing (ACH) payment methods.
A: To Cancel PPW, please contact us at the sales line (866-790-7709 Ext. 1 or info@propertypreswizard.com) or the support line (866-790-7709 Ext. 2 or support@propertypreswizard.com) and we will help you facilitate this.
Data & Privacy
Click HERE for our Terms of Service.
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