1. CommonFloor Groups : Apartment Communities Admin User Guide

2. maxHeap Technologies Pvt. Ltd. Copyright © 2014 Introduction CommonFloor Groups helps in: – Easy Management of Apartment Communities – Efficient and Accountable Communication – Easy Collection of Dues – Savings of Time and Effort – Security and Privacy of All Your Data While: – Saving your Valuable Time and Effort In A: – Secure and Private Manner ADMINS

3. maxHeap Technologies Pvt. Ltd. Copyright © 2014 Login WHAT CAN YOU DO 1 1 Login/Sign Up You can Login or Sign Up on CF Groups using your registered email ID and password 2 2 Where do you live? You can Join Owners’ Group if CF Groups is already in use or create one RESIDENT 1 1 2 2

4. COMMUNITY SETUP

5. maxHeap Technologies Pvt. Ltd. Copyright © 2014 Community Set up WHAT CAN YOU DO 1 1 Community Setup This is a multi-step process in order to set up the details of your community. In Step 1, some basic information about your apartment is required. 1 1 ADMINS

6. maxHeap Technologies Pvt. Ltd. Copyright © 2014 Community Setup WHAT CAN YOU DO 1 1 Block Set up In Step2, you can Add, Edit, Delete blocks in your community. 1 1 ADMINS

7. maxHeap Technologies Pvt. Ltd. Copyright © 2014 Community Setup WHAT CAN YOU DO 1 1 Blocks Here, you can see all the Blocks of your community as individual tabs. Click on any of the blocks to Add/Edit houses to that blocks 2 2 Bulk upload Adding houses individually can be a tiring process. Alternatively, you can create multiple houses at a time by using our Bulk Upload option. 1 1 2 2 ADMINS

8. RWA SETUP

9. maxHeap Technologies Pvt. Ltd. Copyright © 2014 RWA – Resident Welfare Association WHAT CAN YOU DO 1 1 RWA Setup RWA is the space for the formal apartment Association. Here you can tell users about your Association, upload apartment image and Association logo 1 1 ADMINS

10. maxHeap Technologies Pvt. Ltd. Copyright © 2014 RWA WHAT CAN YOU DO 1 1 RWA Setup Use this place to update your office timings and off-days for your residents. You can also upload some important documents here, such as Association By Laws, Rules, etc. You can also add/view/edit details about your Managing Committee[MC] members here 1 1 ADMINS

11. MEMBER MANAGEMENT

12. maxHeap Technologies Pvt. Ltd. Copyright © 2014 MEMBER MANAGEMENT Member Management is the place to: Add/View/Edit Members of in your Apartment Community Link members to houses Reach out to members via SMS/Email Approve/Block/Delete members Have a quick view at members action items

13. maxHeap Technologies Pvt. Ltd. Copyright © 2014 Member Management WHAT CAN YOU DO 1 1 Add Member You can perform a bulk addition of members or can do it one by one 2 2 Action Needed You can view pending actions like members awaiting approval, missing mobile numbers, bouncing list etc. 3 3 View details You can take various actions like send sms, email, blocking a member etc. 1 1 2 2 3 3 ADMINS

14. HOUSE MANAGEMENT

15. maxHeap Technologies Pvt. Ltd. Copyright © 2014 House Management WHAT CAN YOU DO 1 1 Customize You can add/edit extra columns to the grid/list apart from adding a house 2 2 Search You can search by house, area, balance due etc. 3 3 Block You can have a block level view, select a particular block to look at all the information 3 3 1 1 2 2 ADMINS

16. ADMIN FUNCTIONS

17. maxHeap Technologies Pvt. Ltd. Copyright © 2014 Admin Dashboard WHAT CAN YOU DO 1 1 Manage Dashboard Admin Dashboard is the place where the Admin can capture a snapshot of the happenings in the community and the items that need their immediate attention 2 2 Kind Attention All the things that need immediate attention are shown here like moderation of events, polls, files etc. 3 3 View Activities Now keep track of all changes done by other admins 1 1 2 2 3 3 ADMINS

18. maxHeap Technologies Pvt. Ltd. Copyright © 2014 Admin Inbox WHAT CAN YOU DO 1 1 Admin Inbox All requests for Moderation, Notification to Admins and other emails from the residents to the Admins can be found as emails here. You can delete one/many emails messages from this screen 1 1 ADMINS

19. maxHeap Technologies Pvt. Ltd. Copyright © 2014 Notice WHAT CAN YOU DO A notice is a broadcast message that Admins can send to the entire community 1 1 Notice Attach file While creating notices, you can attach a file to it 2 2 Preview, Post Notice Before posting the notice, you can preview and verify your communication 1 1 2 2 ADMINS

20. maxHeap Technologies Pvt. Ltd. Copyright © 2014 SMS/Email WHAT CAN YOU DO 1 1 Select Recipients You can send SMS/Email to either all residents, or selected blocks or to groups 1 1 ADMINS

21. maxHeap Technologies Pvt. Ltd. Copyright © 2014 Issue Tracker WHAT CAN YOU DO 1 1 Raise a Complaint You can raise complaint directly from here, you need not go to resident page 2 2 Search You can search complaints by issue id, escalation level, status etc. 3 3 Change Level Manual Escalation helps you to change escalation level of that particular complaint without actually altering settings of whole category 1 1 2 2 3 3 ADMINS

22. maxHeap Technologies Pvt. Ltd. Copyright © 2014 Issue Tracker Settings WHAT CAN YOU DO 1 1 Add Category In the issue tracker setting you can add category and sub-category of issues 2 2 Edit/Delete You can Edit/Delete particular category, assignees etc. 1 1 2 2 ADMINS

23. maxHeap Technologies Pvt. Ltd. Copyright © 2014 Money Manager – Setup WHAT CAN YOU DO 1 1 Setup Money Manager Setup your own customized Money Manager module. Update T7C’s, customize the logo for invoices, update PAN and GST numbers. Feel free to test the module and reset as many times you want before starting actual transactions. 1 1 ADMINS

24. maxHeap Technologies Pvt. Ltd. Copyright © 2014 Money Manager WHAT CAN YOU DO 1 1 Receivables You can quickly view the amount collected and pending as of today against maintenance dues 2 2 Create Invoice You can create recurring, one-time maintenance invoices 3 3 Make Payment Quickly update the payments done by the residents and generate receipts of the same. PM’s can generate acknlowgements of payments 1 1 2 2 3 3 ADMINS

25. maxHeap Technologies Pvt. Ltd. Copyright © 2014 Money Manager – Income & Expense WHAT CAN YOU DO 1 1 Income & Expense You can quickly add new income or expense from these tabs. 3 3 Summary You can view, delete, print the invoices 2 2 Add Receivable Quickly add receivable or expense 1 1 2 2 3 3 ADMINS

26. maxHeap Technologies Pvt. Ltd. Copyright © 2014 Money Manager – Reports WHAT CAN YOU DO 1 1 Reports View variety of reports from the list 2 2 Filter by date Filter reports based on dates 1 1 2 2 ADMINS

27. maxHeap Technologies Pvt. Ltd. Copyright © 2014 Money Manager – General Ledger WHAT CAN YOU DO 1 1 Chart of Accounts Manage your finances with general ledger and its default groupings for ease 2 2 Ledgers Add/edit ledgers according to your requirments 1 1 2 2 ADMINS

28. maxHeap Technologies Pvt. Ltd. Copyright © 2014 Facility WHAT CAN YOU DO 1 1 Select facility You can select the facility and check their status 2 2 Add a facility You can add new facility 3 3 Export You can download booking in excel, pdf etc. and can also view booking history 1 1 2 2 3 3 ADMINS

29. maxHeap Technologies Pvt. Ltd. Copyright © 2014 Committee WHAT CAN YOU DO 1 1 Add a committee member You can add Managing Committee members and assign give different access rights to them accordingly 1 1 ADMINS

30. maxHeap Technologies Pvt. Ltd. Copyright © 2014 Parking Management WHAT CAN YOU DO 1 1 Bulk upload You can bulk upload vehicles details 2 2 Export You can download all the parking data in excel, pdf and other format 1 1 2 2 ADMINS

31. maxHeap Technologies Pvt. Ltd. Copyright © 2014 Asset Management WHAT CAN YOU DO 1 1 Add Asset Manage your asset here. Add them one by one or bulk upload of data 2 2 Search Asset Search asset and modify/edit/delete as per requirements 1 1 2 2 ADMINS

32. maxHeap Technologies Pvt. Ltd. Copyright © 2014 Move In & Move Out WHAT CAN YOU DO 1 1 Move in Steps You can create check list and various steps for move in; similar for Move out 2 2 Export You can download in excel, pdf etc. 2 2 1 1 ADMINS

33. maxHeap Technologies Pvt. Ltd. Copyright © 2014 Floor Settings WHAT CAN YOU DO 1 1 Save Settings You can have various settings in communication and issue tracker 1 1 ADMINS

34. maxHeap Technologies Pvt. Ltd. Copyright © 2014 Moderate WHAT CAN YOU DO 1 1 Moderation You can view and moderate notices, discussion, polls, events, files 2 2 Action taken You can take various actions like delete disapprove approve etc. 1 1 2 2 ADMINS

35. maxHeap Technologies Pvt. Ltd. Copyright © 2014 Add Staff Accounts WHAT CAN YOU DO 1 1 Add Property member You can add property manager and assign various roles to him 1 1 ADMINS

36. maxHeap Technologies Pvt. Ltd. Copyright © 2014 Vendor/Services WHAT CAN YOU DO 2 2 1 1 3 3 1 1 Add New Contact You can add most common vendors details 2 2 Search You can search for vendors, services 3 3 Request a Quote You can request a quote for a selected vendor or service ADMINS

37. maxHeap Technologies Pvt. Ltd. Copyright © 2014 Email Tracker WHAT CAN YOU DO 1 1 Verify email id With the help of this tool you can actually check the status of email id from the bouncing list 1 1 ADMINS

38. THANK YOU