Quote Sheet: Do’s and Don’ts
Wednesday, November 1, 2017
Attention: All Leasing Office Associates
From the 11/1 E-Hour, there is a new job aid that explains how to generate a custom quote sheet according to Company standards.
Who does this affect?
All leasing office associates.
What is the issue?
- Within Yardi, there is more than one method to generate a quote sheet. The steps and results vary per method.
- To ensure consistency across the portfolio, all quote sheets should be generated in the same way.
How does it work?
- To understand the company standard for correctly generating a quote sheet, review the job aid Quote Sheet: Do’s and Don’ts.
- This job aid is located on Buzz under Training > Job Aids > Yardi Job Aids > Quote Sheet Do’s and Don’ts
Questions?
Please contact AST@essex.com with any questions you may have.
Last updated:
November 15, 2017