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1 2015 © AppFolio, Inc. Confidential.
AppFolio Midyear Roundup
June, 2015
2 2015 © AppFolio, Inc. Confidential.
Presentation Details
Team: Katie Rudolph, Zak Morgan, Lauren Carr, Todd
Smith
Duration: ~1 Hour
Recording: Webinar is Recorded, You will Receive Link
Follow-Up: Email will be Sent within 48 Hours
3 2015 © AppFolio, Inc. Confidential.
Agenda
• Activities
• Maintenance
• Portals
• Value Added Services
• Financial Diagnostics
• Mobile Initiative
• Commercial Properties
• Coming Soon
4 2015 © AppFolio, Inc. Confidential.
Ask Questions….Please :-)
Send Your
Questions in the
“Questions” Pane of
the GoToWebinar
Panel on the Right
Side of the Desktop
5 2015 © AppFolio, Inc. Confidential.
FAQ’s
Is this being recorded, can I access this information later?
• Yes. It is being recorded and you will receive a follow-up email with a link to
the recording and presentation within two days
• You can also access information in the online Help Resource Center
6 2015 © AppFolio, Inc. Confidential.
The Only Constant is…
…Change
7 2015 © AppFolio, Inc. Confidential.
What’s New with AppFolio?
• Keep Your Eye on the
What’s New notice
menu
• Orange Circle with a
Number means
Updates
• Please Review :-)
8 2015 © AppFolio, Inc. Confidential.
Agile Software Development
• Software Industry
Leaders in Agile
• Enables Faster
Releases
• Ability to be More
Responsive
• Start with MVP and
Expand with Input
9 2015 © AppFolio, Inc. Confidential.
Balancing Features & Functionality
10 2015 © AppFolio, Inc. Confidential.
Product Suggestion Board
• Contribute Directly to
Product Roadmap
• Vote on Existing Ideas
• Add Your Own Ideas
• Keep Up To Date on
Ideas
11 2015 © AppFolio, Inc. Confidential.
Activities
12 2015 © AppFolio, Inc. Confidential.
Activities Quick Links
• Quick Links to Pre-
Filtered Reports for
Upcoming and
Overdue Activities
13 2015 © AppFolio, Inc. Confidential.
New Activities Page
• Dedicated page for
viewing, editing and
updating your
Activities
14 2015 © AppFolio, Inc. Confidential.
Activities Report Links
• Link straight to the
activity from the
Activities Summary
report by clicking the
linked description in
the Activities column
15 2015 © AppFolio, Inc. Confidential.
Maintenance
16 2015 © AppFolio, Inc. Confidential.
Assign Work Order to Internal User
• New Section on Work
Order
• Enables Assigning the
Work Order to an
Internal User
• Please Note: Currently
No Work Order
Assignment
Notification
17 2015 © AppFolio, Inc. Confidential.
Time & Materials Tracking
• Ability to Track
“Quantities” of Items
• Great for Tracking
Time in Segments
• Great for Tracking
Materials as Individual
Items
18 2015 © AppFolio, Inc. Confidential.
Print Inspections
• Ability to Print an
Inspection
• Print Inspection to
Immediately Print a
Hard Copy or PDF file
• Includes Images
added to Items
19 2015 © AppFolio, Inc. Confidential.
Create Work Order from Inspections
• Automatically Create a Work
Order for Flagged Items
• Select Items to Include in
Work Order
• View Work Order from
Inspection at Later Date
• All work orders created from
the same inspection will be
contained within the same
service request
20 2015 © AppFolio, Inc. Confidential.
Portals
21 2015 © AppFolio, Inc. Confidential.
Owner Portal
• Change to Password
Login
• Redesigned Interface
• New Owner
Contributions
o E-Check
• More Coming
o Credit / Debt Card
22 2015 © AppFolio, Inc. Confidential.
Value Added Services
23 2015 © AppFolio, Inc. Confidential.
Websites
• Updated Options
• Responsive Design
• Customizable
Templates
• Integrated Tenant and
Owner Portals
24 2015 © AppFolio, Inc. Confidential.
Screening
• Completely Built-In
AppFolio
• Simple Click of the Link
• Runs in Seconds
• Easy to Read
• Enhancements Coming
• Backed by Dedicated
Consumer Relations
Team
25 2015 © AppFolio, Inc. Confidential.
Payments
• Multiple Payments
Options
o Tenant Online Payments
o Electronic Cash Payments
• Owner Contributions
o E-Check
• Reduced Clearing Times
• More Coming
o Owner Credit / Debt Card
26 2015 © AppFolio, Inc. Confidential.
Insurance
• Growing Trend in
Industry
• Integrated Into Move
In Process
• Provides Protection to
Everyone – Owner,
PM, Tenant
• Great Distinguishing
Option for Owners
27 2015 © AppFolio, Inc. Confidential.
Maintenance Contact Center
• Dedicated Support
Professionals
• Handle Your Calls for
You
• 24/7 Availability
• Documented Actions
in Your AppFolio
Account
28 2015 © AppFolio, Inc. Confidential.
Financial Diagnostics
29 2015 © AppFolio, Inc. Confidential.
Financial Diagnostics Page
• New Page in Accounting
• Permission Based
Access
• Dedicated to Helping
Identify Financial
Discrepancies
• Organized Into Sections
• Searchable by property,
property group, portfolio,
or owner
30 2015 © AppFolio, Inc. Confidential.
Mobile Initiative
31 2015 © AppFolio, Inc. Confidential.
Mobile Initiative
• Ongoing UI &
Navigation Updates
• Clean Interface
• Constantly Updating
New Pages
• Will Enable Full
Functionality on Any
Device
32 2015 © AppFolio, Inc. Confidential.
Commercial Properties
33 2015 © AppFolio, Inc. Confidential.
New Commercial Unit Page
• Updated Commercial
Unit Page Design
• Dedicated to
Commercial Property
Needs
• Set Commercial
Property Type on
Property Page
34 2015 © AppFolio, Inc. Confidential.
Demo
35 2015 © AppFolio, Inc. Confidential.
Coming Soon
36 2015 © AppFolio, Inc. Confidential.
Further Payments Updates
• Simpler & Easier
Owner and Vendor
Payments
37 2015 © AppFolio, Inc. Confidential.
CAM Reconciliation
• Completely Built-In
Common Area
Maintenance
Reconciliation Feature
• Completely Rethinking
Possibilities
• Easy to Set Up and
Use
38 2015 © AppFolio, Inc. Confidential.
Student Housing / By-The-Bed
• Updated Functionality
• Set Property Type as
Student Housing
• Enables Leasing “By-
The-Bed”
39 2015 © AppFolio, Inc. Confidential.
Post Inspections to Owner Portal
• Add Ability to Post an
Inspection to the
Owner Portal
So New There is No Picture Yet :-)
40 2015 © AppFolio, Inc. Confidential.
Tenant Portal
• Move to Mobile
Responsive Design
• Enable all Tenant
Portal Functions on
any Mobile Device
So New There is No Picture Yet :-)
41 2015 © AppFolio, Inc. Confidential.
Summary
42 2015 © AppFolio, Inc. Confidential.
Summary
• Activities
• Maintenance
• Portals
• Value Added Services
• Financial Diagnostics
• Mobile Initiative
• Commercial Properties
• Coming Soon
43 2015 © AppFolio, Inc. Confidential.
More Info
Help & Training Link
Top Right of Page
1. Access Help
2. Visit Forums
3. Submit Support Request
4. Make a Suggestion
44 2015 © AppFolio, Inc. Confidential.
AppFolio’s 3rd Annual Conference
www.AppFolio.com/conference
45 2015 © AppFolio, Inc. Confidential.
It’s a Great Time to be In Property
Management
We Look Forward to Working With You to
Achieve Success
46 2015 © AppFolio, Inc. Confidential.
Thank You

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Recorded Webinar: AppFolio Mid-Year Feature Roundup

  • 1. 1 2015 © AppFolio, Inc. Confidential. AppFolio Midyear Roundup June, 2015
  • 2. 2 2015 © AppFolio, Inc. Confidential. Presentation Details Team: Katie Rudolph, Zak Morgan, Lauren Carr, Todd Smith Duration: ~1 Hour Recording: Webinar is Recorded, You will Receive Link Follow-Up: Email will be Sent within 48 Hours
  • 3. 3 2015 © AppFolio, Inc. Confidential. Agenda • Activities • Maintenance • Portals • Value Added Services • Financial Diagnostics • Mobile Initiative • Commercial Properties • Coming Soon
  • 4. 4 2015 © AppFolio, Inc. Confidential. Ask Questions….Please :-) Send Your Questions in the “Questions” Pane of the GoToWebinar Panel on the Right Side of the Desktop
  • 5. 5 2015 © AppFolio, Inc. Confidential. FAQ’s Is this being recorded, can I access this information later? • Yes. It is being recorded and you will receive a follow-up email with a link to the recording and presentation within two days • You can also access information in the online Help Resource Center
  • 6. 6 2015 © AppFolio, Inc. Confidential. The Only Constant is… …Change
  • 7. 7 2015 © AppFolio, Inc. Confidential. What’s New with AppFolio? • Keep Your Eye on the What’s New notice menu • Orange Circle with a Number means Updates • Please Review :-)
  • 8. 8 2015 © AppFolio, Inc. Confidential. Agile Software Development • Software Industry Leaders in Agile • Enables Faster Releases • Ability to be More Responsive • Start with MVP and Expand with Input
  • 9. 9 2015 © AppFolio, Inc. Confidential. Balancing Features & Functionality
  • 10. 10 2015 © AppFolio, Inc. Confidential. Product Suggestion Board • Contribute Directly to Product Roadmap • Vote on Existing Ideas • Add Your Own Ideas • Keep Up To Date on Ideas
  • 11. 11 2015 © AppFolio, Inc. Confidential. Activities
  • 12. 12 2015 © AppFolio, Inc. Confidential. Activities Quick Links • Quick Links to Pre- Filtered Reports for Upcoming and Overdue Activities
  • 13. 13 2015 © AppFolio, Inc. Confidential. New Activities Page • Dedicated page for viewing, editing and updating your Activities
  • 14. 14 2015 © AppFolio, Inc. Confidential. Activities Report Links • Link straight to the activity from the Activities Summary report by clicking the linked description in the Activities column
  • 15. 15 2015 © AppFolio, Inc. Confidential. Maintenance
  • 16. 16 2015 © AppFolio, Inc. Confidential. Assign Work Order to Internal User • New Section on Work Order • Enables Assigning the Work Order to an Internal User • Please Note: Currently No Work Order Assignment Notification
  • 17. 17 2015 © AppFolio, Inc. Confidential. Time & Materials Tracking • Ability to Track “Quantities” of Items • Great for Tracking Time in Segments • Great for Tracking Materials as Individual Items
  • 18. 18 2015 © AppFolio, Inc. Confidential. Print Inspections • Ability to Print an Inspection • Print Inspection to Immediately Print a Hard Copy or PDF file • Includes Images added to Items
  • 19. 19 2015 © AppFolio, Inc. Confidential. Create Work Order from Inspections • Automatically Create a Work Order for Flagged Items • Select Items to Include in Work Order • View Work Order from Inspection at Later Date • All work orders created from the same inspection will be contained within the same service request
  • 20. 20 2015 © AppFolio, Inc. Confidential. Portals
  • 21. 21 2015 © AppFolio, Inc. Confidential. Owner Portal • Change to Password Login • Redesigned Interface • New Owner Contributions o E-Check • More Coming o Credit / Debt Card
  • 22. 22 2015 © AppFolio, Inc. Confidential. Value Added Services
  • 23. 23 2015 © AppFolio, Inc. Confidential. Websites • Updated Options • Responsive Design • Customizable Templates • Integrated Tenant and Owner Portals
  • 24. 24 2015 © AppFolio, Inc. Confidential. Screening • Completely Built-In AppFolio • Simple Click of the Link • Runs in Seconds • Easy to Read • Enhancements Coming • Backed by Dedicated Consumer Relations Team
  • 25. 25 2015 © AppFolio, Inc. Confidential. Payments • Multiple Payments Options o Tenant Online Payments o Electronic Cash Payments • Owner Contributions o E-Check • Reduced Clearing Times • More Coming o Owner Credit / Debt Card
  • 26. 26 2015 © AppFolio, Inc. Confidential. Insurance • Growing Trend in Industry • Integrated Into Move In Process • Provides Protection to Everyone – Owner, PM, Tenant • Great Distinguishing Option for Owners
  • 27. 27 2015 © AppFolio, Inc. Confidential. Maintenance Contact Center • Dedicated Support Professionals • Handle Your Calls for You • 24/7 Availability • Documented Actions in Your AppFolio Account
  • 28. 28 2015 © AppFolio, Inc. Confidential. Financial Diagnostics
  • 29. 29 2015 © AppFolio, Inc. Confidential. Financial Diagnostics Page • New Page in Accounting • Permission Based Access • Dedicated to Helping Identify Financial Discrepancies • Organized Into Sections • Searchable by property, property group, portfolio, or owner
  • 30. 30 2015 © AppFolio, Inc. Confidential. Mobile Initiative
  • 31. 31 2015 © AppFolio, Inc. Confidential. Mobile Initiative • Ongoing UI & Navigation Updates • Clean Interface • Constantly Updating New Pages • Will Enable Full Functionality on Any Device
  • 32. 32 2015 © AppFolio, Inc. Confidential. Commercial Properties
  • 33. 33 2015 © AppFolio, Inc. Confidential. New Commercial Unit Page • Updated Commercial Unit Page Design • Dedicated to Commercial Property Needs • Set Commercial Property Type on Property Page
  • 34. 34 2015 © AppFolio, Inc. Confidential. Demo
  • 35. 35 2015 © AppFolio, Inc. Confidential. Coming Soon
  • 36. 36 2015 © AppFolio, Inc. Confidential. Further Payments Updates • Simpler & Easier Owner and Vendor Payments
  • 37. 37 2015 © AppFolio, Inc. Confidential. CAM Reconciliation • Completely Built-In Common Area Maintenance Reconciliation Feature • Completely Rethinking Possibilities • Easy to Set Up and Use
  • 38. 38 2015 © AppFolio, Inc. Confidential. Student Housing / By-The-Bed • Updated Functionality • Set Property Type as Student Housing • Enables Leasing “By- The-Bed”
  • 39. 39 2015 © AppFolio, Inc. Confidential. Post Inspections to Owner Portal • Add Ability to Post an Inspection to the Owner Portal So New There is No Picture Yet :-)
  • 40. 40 2015 © AppFolio, Inc. Confidential. Tenant Portal • Move to Mobile Responsive Design • Enable all Tenant Portal Functions on any Mobile Device So New There is No Picture Yet :-)
  • 41. 41 2015 © AppFolio, Inc. Confidential. Summary
  • 42. 42 2015 © AppFolio, Inc. Confidential. Summary • Activities • Maintenance • Portals • Value Added Services • Financial Diagnostics • Mobile Initiative • Commercial Properties • Coming Soon
  • 43. 43 2015 © AppFolio, Inc. Confidential. More Info Help & Training Link Top Right of Page 1. Access Help 2. Visit Forums 3. Submit Support Request 4. Make a Suggestion
  • 44. 44 2015 © AppFolio, Inc. Confidential. AppFolio’s 3rd Annual Conference www.AppFolio.com/conference
  • 45. 45 2015 © AppFolio, Inc. Confidential. It’s a Great Time to be In Property Management We Look Forward to Working With You to Achieve Success
  • 46. 46 2015 © AppFolio, Inc. Confidential. Thank You