Using the new Accounts/Properties feature in FastGem, you can easily track portfolios, properties/accounts under those portfolios, leasing agents at those accounts/properties, your reps that sell to those accounts/properties, and orders within those accounts/properties. 

If the Accounts feature is not enabled for your instance and you would like it to be, please contact FastGem support at This email address is being protected from spambots. You need JavaScript enabled to view it. and let us know. 

 

CREATING/ACCESSING INDIVIDUAL ACCOUNTS:

To access your accounts, head to ORDERS > Accounts (this may be somewhere slightly different for you depending on your instance's customization): 

 

Click 'Add Item' to create a new account. Enter the Account Name, main address, any associated Providers, Tags, and Contact Person information, as well as any custom data: 

 

This new account will automatically be added to the profile of whichever rep creates it. 

Note: Tags can be used to track a Portfolio that includes multiple accounts/properties. You can search Person records and Work Order records as well as Accounts themselves by Account Tag to see only orders pertaining to specific Portfolios: 

 

 

 CREATING ACCOUNT TAGS/STATUSES: 

 Login to ADMIN FastGem (Back end). Click on 'Config' option.

 

The 'Content Types' tab is the first tab on the upper horizontal menu on the following page. 

 

Note: If you are a user with 'Configuration User' permissions in your instance, you will be able to access the Configuration and Content Types section from front-end by going to SITE MGMT > Config: 

 

 

From within the Accounts slider in the Content Types tab of Config, you can click to Edit existing Tags and Statuses or add new ones. 

 Don't forget to click Save when done!

 

 

 MASS UPLOADING/UPDATING ACCOUNTS/PROPERTIES:

You can also mass upload/update Accounts/Properties using FastGem's Mass Upload/Update feature. Simply select the format 'Accounts/B2B/Properties/MDU' from the format dropdown in the 'Upload Account Info' tab of the Mass Upload/Update tool: 

Note that if mass uploading accounts, Status, Providers, and Tags must already exist in FastGem and be spelled the same.

ID is used as the identifier for accounts when mass updating existing accounts in FastGem. For more information on mass uploading/updating Account info, seeTHIS article. 

 

ATTACHING REPS AND/OR LEASING AGENTS TO AN ACCOUNT: 

After your accounts have been created, you can attach leasing agents/reps to them. 

Option 1: You can add a brand new rep or agent record from the account itself using the 'Add Item' button in the Account Reps section. Make sure to set the new rep Type as either 'Leasing Agent' or 'Rep/IBO', and to assign them the correct payplan if necessary: 

Note that reps and leasing agents added this way will not be users who are able to log in. (Note that if you want your leasing Agents to have their referral fee chargedback to them automatically when an appointment is put in Chargeback status, you must toggle "Chargeback Referral Fee" to YES in their profile)

 

Option 2: You can mass upload reps/leasing agents attached to an existing account using the Rep Data tab of the Mass Uploads/Update tool.

Make sure to set the type as Leasing Agent or Rep (Rep Types must already exist in your instance), and to spell the Pay Plan and Account Name correctly. For more information, check out THIS help article. Note that reps and leasing agents added this way will not be users who are able to log in. (Note that if you want your leasing Agents to have their referral fee chargedback to them automatically when an appointment is put in Chargeback status, you must toggle "Chargeback Referral Fee" to YES in their profile)

 

Option 3: You can mass add users as reps (or leasing agents, though normally leasing agents do not need to be users) attached to the account using HR > Create User feature: 

As above, make sure to select the correct Type and Pay Plan. For more information on mass adding users, please see THIS help article. (Note that if you want your leasing Agents to have their referral fee chargedback to them automatically when an appointment is put in Chargeback status, you must toggle "Chargeback Referral Fee" to YES in their profile)

Option 4: You can assign an account to an existing Leasing Agent or a Rep by going either to HR > Leasing Agents or HR > Rep/Tech Profiles (these may be in a slightly different place or named something slightly different in your instance if it has been customized) and editing a rep or agent record: 

 

 (Note that if you want your leasing Agents to have their referral fee chargedback to them automatically when an appointment is put in Chargeback status, you must toggle "Chargeback Referral Fee" to YES in their profile)

 

ADDING CUSTOMERS/ORDERS TO AN ACCOUNT/PROPERTY: 

Option 1: You can add a new customer and order record to an account/property record from within the account itself by opening the 'Account Work Orders' slider and clicking 'Add Item' from there: 

 

Option 2: You can add an account to an existing customer/lead from within the person record: 

 

 

Once attached, you can filter your customers and work orders list by Account using the Search tools: 

 

Or access a list of the orders attached to the account by clicking 'View All Details' from within the 'Account Work Orders' slider within the Account record itself: 

 

 

ACCOUNT REVENUE and PAYMENTS: 

Within an account record, you will see 'Total Account Revenue' and 'Total Account Payments' fields.

 

Total Account Revenue is the combination of all business commissions from orders associated with the account that have been cleared through payroll and had a reconcilation report created for them. Note that the revenue amount will be based on the Expected amount on the reconciliation reports, rather than the actual amount recieved on that work order at any given time from a Provider. 

Total Account Payments is the combination of all payments/rep adjustments to reps/lead reps/techs/referrers for work orders associated with the account that have been cleared through snapshot payroll. Note that Chargeback rep adjustments will be factored into Total Account Payments as soon as the applicable order is charged back, without having been finalized through payroll. (Note that if you want referrers/leasing agents to be automatically charged back you must toggle "Chargeback Referral Fee" to YES in their rep profile). 

Account revenue, payments, and Chargebacks:

When a work order is charged back, the system can automatically update Total Account Revenue to reflect the chargeback amounts. If you would like this to happen then head to the backend of your instance (add /a to the end of your instance address. For example, demo.fastgem.net/a) and click Config. Then, click the Payroll tab. Toggle 'Unpublish Recon and Biz Revenue on Chargeback' to YES. (This will also unpublish the existing reconciliation report that reflects the amount earned from the Provider for this sale). 

 

For further questions regarding accounts/properties, please contact FastGem support at This email address is being protected from spambots. You need JavaScript enabled to view it.

 

Thank you for using FastGem!