Getting Started
Welcome!
So, you are new to Realworks, or maybe you just need a refresher course, well, we are here for Australia's form and contract needs. With all the tools and customisation available it can be a little overwhelming. Let us guide you through it.
Once you have logged into Realworks with the password generated (found in the Welcome to Realworks email), you will want to change the password to something you can remember...something that's not a bunch of disordered numbers and letters.
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Customising your accountLet's start customising the account, click your name, located at the bottom of the navigation menu, and Account Details
will pop up. Move to the User
tab, where you will be able to add and edit personal information as well as confirm all your agency details, at the very bottom you can create a new password. We recommend our help guide for information on editing passwords.
What's all this customisation worth without brand consistency? Moving to the Logo
tab, you can click Upload
and store your agency's logo in Realworks, this will be included on all the forms generated within the plaform. You can find a step-by-step for uploading an agency logo in our guide.
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Adding connectionsEnough customising, let's start making connections. Realworks integrates with various CRMs partnered so they can connect seamlessly. If you aren't seeing a particular CRM, get in touch with us here, to request an alternative.
Our current CRM integrations are found on the Connections
page, click New
at the very top and you will be welcomed with the whole list. Just click the CRM of choice, then Create
, and a token will be generated. To connect, enter the token within the CRM. If further assistance is required, turn to our help guide on CRM integrations.
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Utility providersMeanwhile, property managers on Realworks can start by connecting with their current utility provider. Making connections within the platform enables managers and providers to offer utility services to renters immediately after they have signed a rental/tenancy agreement - could going the extra mile for renters be able simpler?
Our providers can be found on the Connections
page, simply click Connect
next to the provider of choice, fill in the details, and you will be ready to start sending out those agreements.
Now, you're free to start checking out what Realworks really has to offer. From the Forms
page, click Create
and take a scroll. From this list you can fully admire all the forms and contracts you can create with us.
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Creating templatesYou will likely be creating dozens of a particular form, inputting the same information over and over again, however, you would just be wasting time - we would like to introduce you to templates.
From the Templates
page, you can create a form and input all the details common amongst the ones you create, then, once saved, you can create forms directly from the template - they will be generated with all that saved information, filled and ready.
info
Just like addresses, names, and contact details, any PDF attachments and annexures can be added and saved into templates, allowing you to do your job even quicker.
From the template in question, click More
and you will have the option to upload attachments by clicking Files
or include additional annexures from the Annexures
option. Need a hand setting up a template? Check out our template guide.
With all that said and done, you are all set up and more than ready to take on Realworks - go forth and create!