🏢 Getting Started for Companies

Welcome to Sorto! This guide introduces the key features that help property companies manage their portfolio and coordinate repairs. Follow the steps below to set up your account and explore the tools available.

🚀 1. Set Up Your Company Account

1. Create your account using your business details and contact information.
2. Add any additional Managers who will help oversee properties and repairs.
3. Configure your initial Company Settings such as weekend and holiday preferences.

🏠 2. Add Your Properties

Head to Managing Properties to register each property in your portfolio.

👥 3. Invite Contractors and Tenants

Use the Users section to manage all user types:

• Contractors – add licensed professionals who can be assigned to jobs
• Tenants – add your tenants (optional as tenant will submit their contact details when reporting)
• Managers – control who in your organisation can access and update jobs

⚙️ 4. Customise Repair Settings

Visit Repair Settings to tailor how repairs are reported. Set up rooms, categories and questionnaires so tenants give you the right information from the start.

🔧 5. Track Repairs

The Repairs List shows every job and its status. Open any job to view the Repair Detail Page where you can:

• Assign managers or invite contractors
• Chat with tenants or contractors
• Set priorities and snooze reminders
• Download PDF summaries and view logs

💬 6. Communicate with Chats and Quick Actions

Access conversations from the Chat Conversations page or by using the chat icon. Quick actions like collapsing the side panel or checking notifications are covered in Quick Actions.

➡️ Next Steps

You're now ready to manage day‑to‑day maintenance. Check out the individual pages linked above whenever you need more detail, and explore additional features such as exporting repair lists or viewing nearby repairs.

Happy property managing! 🎉