Yoda

YODA – Search by name

Click the magnifying glass icon at the top right of the screen. A search bar will appear. Type the customer’s...

YODA – Search by address

Click the magnifying glass icon at the top right of the screen. A search bar will appear. Type the address...

YODA – Changing your dashboard view

This video will show you how to change your dashboard view on YODA. Click play below to get started  

YODA – Repairs planned and cyclical

This video will show you how to access planned and cyclical repairs information on YODA. Click below to get started...

YODA – Viewing a rent account

After searching the address, click on the address under “Tenancies”. This will take you to the tenancy page for the...

YODA – viewing a warning flag

This video will show you how to view warning flags on YODA. Click play below to get started

YODA – Viewing activities

This video will help you view activities on YODA. Click play below to get started

YODA – Updating contact information

This video will talk you through how to update a phone number and email address on YODA. Click play below...

YODA – Need to speak

This video will show you how to add a need to speak on YODA. Click below to get started

Yoda – How to create a new TMI abandonment

How do I create an Abandonment TMI? Navigate to the TMIs list view and create a new TMI Populate the...

Yoda – Adding a notice to a TMI

  Adding a Notice to a TMI – YODA steps If you need to add a notice to the TMI...

Yoda – auditing a TMI

Background Scenario You have been assigned a TMI to audit.  This guide will show you how to mark your decision. ...

Yoda – how to create a Business Use TMI

This worksheet will show you how to: Navigate to the TMIs list view and create a new TMI Populate the...

Yoda – how to create a condition of property TMI

This worksheet will show you how to: Navigate to the TMIs list view and create a new TMI Populate the...

Yoda – How to create a new deceased contract holder TMI

This worksheet will show you how to: Navigate to the TMIs list view and create a new TMI Populate the...