SOP – Community Care

Author: ccech

  • 609: How to Text

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    ccech
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    How to send and receive information via text Community Care has the ability to send and receive texts (including photos) through Google Voice.  When texts are received they go to CCPriority@actionlife.com.  Homeowners/residents/vendors should not be encouraged to text.  Calls and emails are always the preferred method of communication with homeowners, residents, vendors, and managers. Texting should…

  • 608: Association Profiles

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    ccech
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    HOW TO LOCATE THE PROFILE: On the HOA PAGE, SELECT: “P” or begin searching in the search box attached to “P” as seen in the image below.  In the second image, the green arrow points to where the search box is located.  This search box is accessible from all tabs listed on the left side…

  • 602: SnapHOA Management App

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    ccech
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    SEARCH FOR AN ASSOCIATION/WORK ORDER/RESIDENT/TEAM MEMBER SEARCH ASSOCIATION DASHBOARD COMMUNITY CARE TAB ACCESS CONTROL  ARCHITECTURAL  INSURANCE ON CALL VENDORS WORK ORDERS NEW WORK ORDERS (UNIT) NEW WORK ORDERS (COMMON AREA) UPDATING EXISTING WORK ORDER CLOSING A WORK ORDER RE-OPENING A WORK ORDER ***Always use Google Chrome when opening the SnapHOA Management App: mgmt.actionlife.com ***** IT notes…

  • Checklist for Taking a Call

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    ccech
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    Checklist for Taking a Call ☐ Take callers information (name, phone number, address and nature of the call ☐ Go to Management App and search address ☐ Go to the On Call tab and read all instructions in the after- hours procedures ☐ Pull up Profile 1.  Read any special instructions 2.  Verify if association…