PMS automations

These settings keep your PMS and owner statements current with no extra data entry.

Daily property import

Turn on Automatically Import Properties Daily in your PMS settings. New listings are pulled in every day, so they are ready to pick on the text link.

Push on submit

For Breezeway and OwnerRez, a transaction can sync as soon as the cardholder submits the receipt link, if it has everything the destination needs. See Auto mark ready and auto sync.

Work order posting modes

For Track, choose how completed work orders post under Settings > Operations:

Posting mode	What posts
Vendor bill (default)	A vendor bill for the work.
Owner charge only	An owner charge with your markup.
Vendor bill + owner charge	Both, so you pay the vendor and bill the owner with markup.

See Sending work orders to your PMS.

Markups

Default markups fill in automatically. Work orders use the line markup first, then the property default, then the account or PMS default. See Labor, materials and markup.

Bills at approval

Turn on Sync Bill to Track at Approval, or Auto-Sync Invoices as Bills for your accounting system, to create the bill as soon as it is approved.