Quote Sheet: Do’s and Don’ts

Wednesday, November 1, 2017
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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.

Thursday, October 26, 2017 - 16:16

Last updated:
November 15, 2017