StrataWorx
Help centre

Business rules

Opening hours, reply targets, urgent words, escalations, due dates, approval limits and agent permissions.

What it's forMake StrataWorx follow your firm's procedures without changing code.
Who it's forAdministrators.

Step by step

  1. Step 1: Firm detailsABN, strata managing agent licence number and time zone appear on emails and work orders.
  2. Step 2: Hours and targetsOpen days and hours, and reply targets in hours for urgent, this-week and routine emails.
  3. Step 3: Email handlingWords that always make an email urgent, automatic acknowledgements, escalation contacts for emails past target, and senders to ignore.
  4. Step 4: Work orders and tradesDefault due dates, the amount above which to get quotes, and Committee approval needed above ($) (default $5,000).
  5. Step 5: Arrears, agents and compliance (Premium)Arrears reminder timing, Agent actions that can go ahead without approval, and how many days before due to raise compliance work orders.
  6. Step 6: Save each groupEach group has its own Save button and Reset to defaults. Changes apply straight away.

Previous and next follow the Admin section.