Goal

Before any residents or committee members use Resvu, your admin team needs the platform fully configured and working for internal operations. This phase gets your staff comfortable managing requests, workflows, and communications.

By the end of Phase 1, your team will be able to receive and manage requests, issue quotes and work orders to contractors, and have the foundational settings in place for the rollouts that follow.

Step 1 — Ensure your communities exist

First, confirm your communities are set up in Resvu. If your business uses one of Resvu's account platforms, communities can be imported automatically through the integration. To set them up manually, create each community from Settings > Communities.

Step 2 — Create your admin team

Once communities exist, create an account for everyone on your team who will use the platform. Assign each admin the appropriate role and permissions, and assign them to the communities they manage.

Step 3 — Install the Outlook add-in

The Outlook add-in lets your team convert inbound emails directly into Resvu requests without leaving Outlook. This is especially useful while your team is transitioning from email-based management to the platform.

Step 4 — Create your workflows

Workflows are the forms your residents, and later your team, use to submit requests. Build out the workflows your communities will need before anyone is onboarded, focusing on the request types that come into your office most often.

Common workflows to start with include maintenance requests, pet applications, renovation applications, access key and FOB requests, feedback forms, incident reports, and general enquiry forms. The community setup examples article lists more recommended workflow types.

Step 5 — Begin creating and managing requests

Once your workflows are built, make sure your team understands how requests come in and how to manage them. The request dashboard is where your team will spend most of their time, so understanding how to filter, assign, and action requests is essential before rolling out to committees and residents.

Step 6 — Add and manage your contractors

Before issuing quotes and work orders, populate your contractor list. Add the contractors your team works with regularly, including their contact details and trade categories, so they can be selected when issuing quotes or work orders.

Step 7 — Set up quote and work order email templates

Set up the email templates contractors will receive before your team starts issuing quotes or work orders. This keeps every communication professional and consistently branded.

Step 8 — Begin issuing quotes and work orders

With contractors and email templates in place, your team can issue quotes and work orders directly from Resvu. This replaces email-based contractor management and keeps everything tied to the originating request.