Equity & Help Inc
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Knowledge base
E&H Employee Handbook
Policy Library
6
CVS Covid Testing
Where do I access the company policies?
AFC Urgent Care Covid Testing
GOOGLE DRIVE ORGANIZATION POLICY
STATS & STAFF MEETING FORM POLICY
View all 6
Employee Resources
0
Onboarding
The Knowledge Base
9
What is a Knowledge Base
Logging in to the knowledge base using your gmail.
How to effectively write an article
How to add to the knowledge base
Adding Images and Other Documents to a Knowledge Base Article
View all 9
Getting Started
19
Equity and Help Gmail Staff Contact CSV
What is Power BI?
Email Signature File
What is Equity and Help?
RamBox Install Link
View all 19
Working From Home
2
Logging in to Zoom from an iPhone.
Tips for Staying Productive While You're Working From Home
Investor Questions
4
Does Investing with Equity & Help Qualify for an E2 VISA
The best method of investing (How do 401ks and IRAs work?)
Where is the account opening form?
Traditional Real Estate Video
Hats & Positions
Evictions and Collections
18
Occupancy Checks Mini-Hat
POSTINGS Mini-Hat
Abandonment Posting and Re-Key
Notice Posting and Occupancy Checks
Collections Admin Stat
View all 18
Information Technology
48
Default user permissions for employees
How to fix the treasury printer
Transfering ownership of files on the Drive
Upgrade firmware on Yealink phone
Yealink Phone Can’t Get an IP Address
View all 48
Treasury & Finance
6
Fixing print alignment on Checks in Quickbooks
All E&H Bank Accounts Money Flow Chart 2021
How to access to Surepayroll to see your Pay Stubs and Tax Documents
ORDERING KITCHEN OR OFFICE SUPPLIES
Chase QuickDeposit Scanner: Deposit Checks
View all 6
Marketing
33
Editing Subtitles
How do we post to social media?
How do I edit photos?
Marketing PO's and EPO's List
Marketing Funnel- What is a Funnel?
View all 33
Property Preservations
5
Utilities Cycle Mini-Hat
How To Write Insurance Claims
ORDER OF IMPORTANCE FOR WORK ORDERS
Do we have to send letters to families for changes in bills?
Hat for mailing out package to AnneMarie:
Investors/PIC/PISC
22
How to do the Investor Taxes
Do Investors have the option to not use insurance money to repair a property
How to create links for New reports in Power BI
REITs
Dividend Stocks
View all 22
Sales & Acquisitions
8
How is Rental ARV calculated?
What Is a Trust?
Investor Price Calculation
Acquisitions- Hat write up
What is a founder/what are the rules
View all 8
Fast Start Hats
57
Collections and Services Manager Fast Start Hat
Director of Property Preservations Fast Start Hat
Director of Marketing Fast Start Hat
Director of Trust Services Fast Start Hat
Property Utilities and Code Violations Fast Start Hat
View all 57
Notary Public
1
NOTARY PUBLIC
Collections
3
How to use Virtual Terminal in Authorize.NET
Evictions Flow Chart
Loan Pay Off Template
Stamps.com
9
How to Print Stamps on Stamps.com
Install Stamps.com CONNECT
What Is Stamps.com & How Does It Work?
Fund our Stamps.com account
How to Prepare Certified Mail with Stamps.com Labels or Envelopes
View all 9
Sales To Families / Onboarding
4
Do We Record Land Contracts
When a family asks for us to turn on the utilities
Difference between actual knowledge and constructive knowledge regarding property condition and Disclosures (do we have do disclose asbestos in NY). LEGAL OPINION
Safety Tips for turn on utilities
FAMILY RELATIONS
1
WELCOME PACKS
Indeed
1
How Sponsored Job pricing works on Indeed
Workstation & Facilities
Computer - General Use
51
Can't Open HEIC On Windows Computer
Keyboard Shortcuts
Hats, Forms, Handouts and Routing Forms - Drive Folder
RemotePC - How to log in
How to Upload Videos to Knowledge Base
View all 51
Phones
6
Setting up a new Phone number in Twilio
How to transfer a call
How to forward and unforward your phone
Parking Spot Error With Phone Voicemail
How do I change my voicemail?
View all 6
Facilities
4
Bike Parking
Parking Your Car
How to clean the gravel in the Fish Tanks using the vacuum hose.
How to make a rule for Wyze Labs cams
Inventory
1
Steps to check out an inventory item
EMail
9
IMAP Settings For Equityandhelp.com Email Addresses
EMAIL TIPS
Avoid and report phishing emails
Use Google Chat in Gmail
Start or join a video call from Gmail
View all 9
Office Equipment
6
SCANNING DOCUMENTS INTO THE MAIN PRINTER THROUGH GOOGLE
FAXLINE
Monitor in reception
SHREDDING DOCUMENTS
How to scan 2-sided on the main printer using the feeder option
View all 6
Gather
8
Logging Into Gather
Getting into Gather for the first time
Customizing your character
Downloading the Gather app
Customizing a space
View all 8
Zoom
62
Getting started with Zoom Mobile on Android
Getting started with the Zoom for Google Chrome
Using Zoom and other video meetings when working remote
Getting started with Zoom Mobile on iOS
Getting started with the Zoom web client
View all 62
Google
99
The advantages of saving to the Drive over saving locally
How to save to the google drive
Download a file from the Google Drive
I'm running out of space on my Google Drive
How to update Google Chrome
View all 99
RemotePC
7
Can I connect to my remote computers from a web browser?
How to prevent others from viewing you computer screen while using RemotePC
What are 'Computer Name' and 'Personal Key' in RemotePC
Which version of Mac OS X is supported for the RemotePC application?
What are the different states of RemotePC?
View all 7
Coursera
19
Coursera course enrollment
Enroll in a Specialization in Coursera
What is needed to Complete a Specialization in Coursera
What are Specilizations in Coursera
Solve problems with Specializations in Coursera
View all 19
Wisemen
5
How to input statistics into Wisemen.io
How to mark your main stat in Wisemen
How to reset a Password in Wisemen
How to create a Knowedge Base article in Wisemen
Making a request through Wisemen
Microsoft Office
30
Create a new workbook in Excel
Create and apply custom border styles in Excel
Format a worksheet in Excel
Use AutoSum to add up date in Excel
Creating Formula in Excel
View all 30
Matrix
Loans
43
Taking Payments
How does a family set up autopay?
How does a family make a payment on the portal?
How do families log in to their own portal?
How to add a payment to a prior loan when a new loan has been generated
View all 43
Trust
7
How to do a buyback in Matrix
How to update insurance information in the matrix
Update Tax information in the Matrix
LABEL SETTINGS FOR TRUST FILE FOLDERS
How to Post A Home on the EasyHomes Website
View all 7
Contacts
3
Do I put the phone number in Phone or Mobile?
Should I ever create contacts in the Contacts app in the Matrix?
How do I get to Social Security and Dob of Families.
Investors
2
Adding Money To Investors Wallets
How to create Invoices without SO's
CRM - Investors
0
Families - CRM
0
ARF's
2
New ARF creation: Form Fields
ARF process flow chart
Purchase Orders
7
Purchase Order Glossary
When do I need to have a purchase order submitted for approval?
Order of events for PO's
New Purchase Order: Form Fields
Set Aside Assets: Details
View all 7
Employees
1
Remedies for Issues Internal to the Company
Development
23
How to use VIM to edit a text file on the server (linux)
How to use history command in Linux
How to search for files in Linux
How to SSH into server.
FTP Server Credentials
View all 23
Routing Forms
2
How is it determined who the routing form goes to after my post
ROUTING FORMS DIV 2 AND DIVISION 4 AUTHORIZE FOR USE
PI Purchase Contracts
1
Error: SIGNER NAME NOT DEFINED ON CONTACT
Acquisitions
4
How to use Scrapestorm and Import Properties
Printing a proposal from the new acquisitions module
Using the Acquisitions Scraper
Navigating Properties in the App
ONBOARDING NEW HIRES
4
COPYING NEW HIRES' I.D.S
How to report new employees to the Department of Revenue site
How to fill out the new W-4
OFFICE ORIENTATION DRILL FOR NEW EMPLOYEE
Inventory
2
How to sign out PC/Monitor
How to log an item out of Inventory
Leaves
2
Leaves
How to input a Leave request - Step by Step
General Use
4
Exporting data from the Matrix
Changing the list view to include all available records
How to send an email from the Matrix
How to fill out the new Make Up Time Form
Users
4
Family Account Validation & Payment
How a Family is sent their Matrix user account confirmation
How to send a family a password reset
How to manually reset a Family's password to their Matrix account
Dashboards
0
wisemen
3
How to add Division in Wisemen.io
Creating a new user in wisemen.io
How to Delete/Change a Stat Entry
projects
1
What is the status of my Property Preservation ticket
Land Contracts
1
How to obtain a copy of the Template of an already created LC
New Matrix DRF
Basic Packages In Use
3
What are we using for Kanaban
Header Images
Primary Button Styles
Project Templates
1
Form Template
Help Desk Software
by Freshdesk