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Find answers, setup instructions, and step-by-step help for using LeanSite.

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Getting Started: Understanding the FM PortalGetting Started · 3 min readSubmit an Invoice and Track Payment as a VendorPayments · 3 min readRespond to Marketplace or Direct Work as a VendorWork Orders · 3 min readHow To Use The Activity LogFAQs · 3 min readCreate a DashboardGetting Started · 2 min readUnderstand Budgets and Not-to-Exceed LimitsBudgets & NTEs · 2 min readAdd multiple Properties/Location in bulkGetting Started · 2 min readTransfer Funds Between Property BudgetsBudgets & NTEs · 2 min readCreate one marketplace work orderWork Orders · 3 min readSet Up an Internal Service TeamInternal Teams · 2 min readProperty Details: Using the Property Command CenterGetting Started · 3 min readInvite Team Members to Your OrganisationInternal Teams · 2 min readCreate an AssetGetting Started · 2 min readRequest and Review an NTE IncreaseBudgets & NTEs · 2 min readCreate and deploy QR codes for service requestsService Requests · 3 min readInvite and Manage a Preferred VendorWork Orders · 2 min readHow To Set Up Service Requests: Forms, QR Codes and Intake RulesService Requests · 3 min readHow to Use Vera in Facilities OperationsVera AI · 2 min readCreate and manage service-request templatesService Requests · 3 min readIncrease a Property BudgetBudgets & NTEs · 2 min readBulk Work Orders for Portfolio CampaignsGetting Started · 2 min readCreate recurring preferred-vendor work ordersWork Orders · 2 min readCreating a Work Order: Internal Team vs. External Service ProviderWork Orders · 3 min readGet help and contact Leansite SupportSupport · 1 min readCreate, schedule, and trigger reportsAnalytics · 3 min readUnderstand Operational HealthAnalytics · 3 min readHow to Add your first propertyGetting Started · 4 min readManage a Service Request from Submission to ResolutionService Requests · 3 min readNotifications: What Triggers WhatGetting Started · 4 min readHow to Pay Vendors On LeanSitePayments · 5 min readBudgets and NTEs ExplainedBudgets & NTEs · 7 min readHow to make PaymentsPayments · 5 min read

  • Getting Started

    Find your way around the FM portal, add properties and assets, and set up dashboards and notifications.

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  • Work Orders

    Create marketplace, preferred-vendor and internal work orders, including recurring work.

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  • Budgets & NTEs

    Set property budgets, move funds between them, and request or approve NTE increases.

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  • Service Requests

    Set up intake forms, templates and QR codes, then manage each request through to resolution.

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  • Payments

    Pay vendors, make payments, and submit and track invoices as a vendor.

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  • Analytics

    Build, schedule and trigger reports, and read your portfolio's operational health.

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Answers people need most.

The most-read setup and how-to guides from teams getting LeanSite up and running.

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Get your operation set up in the right order.

A guided path from an empty account to your first live workflow.

  1. 01

    Account

  2. 02

    Locations

  3. 03

    Team

  4. 04

    Vendors

  5. 05

    Assets

  6. 06

    Workflows

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