Find your way around

Menus

Use the top-right menu to move around:

• General: Home, Account (your profile and password), and Organization (Directors only).
• Operations: Leads, Listings, Contacts, Reminders, and Appointments for the current branch.
• Reports: Activity, Portfolio, Payments, Marketing, and Performance (Managers and Directors).
• Miscellaneous: Networking (Managers and Directors) and the Support center.

Reports and Networking follow your role at the current branch, so they can appear at one branch and not at another.

The header

• The sparkle icon opens the AI Assistant.
• The magnifying glass opens global search.
• Your personal photo opens Account.
• The organization logo opens Organization.
• The branch name switches branch.

Sign Out is at the foot of every page.

Switch branch

Operational work happens inside a branch. Managers and Associates can work in each branch where a Director gave them a permission, and only see those branches’ records. Directors can work in any branch. Select the branch name in the header to search for and switch to another branch you have access to. Your role can differ between branches, so the actions available to you can change when you switch.

AvaroAI remembers the branch you last opened; otherwise it opens the oldest branch you have access to. If you have no branch to work in, Home opens your account profile.

Listings, Contacts, Reminders, Appointments, search, and the AI Assistant all show the current branch only. Check the branch name in the header before creating records, because records cannot be moved to another branch later.

Reach a listing’s records

Much of the work starts from a listing. Open its row menu or its edit page’s Actions menu to reach Offers, Viewings, Payments, Lettings for rentals, Work orders, Inspections, Alerts, and its assets (Files, Forms and Photos).

Most of these actions are hidden while the listing is Draft. New viewings, offers, lettings, inspections, and work orders can only be added while the listing is Active; once it is Closed or Cancelled you can still open and update its existing records. See listing statuses.

A letting or work order has its own Payments and Alerts areas, available from its row menu or edit page. Use the available search, sorting, and row actions to find and manage records.