2.  Navigate to the Integrations Menu and select Native Apps

3. Within the Native Apps menu, select Arthur Online

4. Click on Integrate

5. Login to Arthur Online System

6. Once logged in, navigate to Account and select OAuth Application

7. Click on Add Application

8. Enter the details – Name, Description, Website and Callback URL then click Save

Add your desired Name & Description.

Website: https://uk.utilihub.io/hub

Callback URL: https://uk.utilihub.io/hub/partner/settings/integrations/arthur_online_callback

9. Go back to Movinghub Arthur Integration page.

Enter Client ID & Secret ID from the OAuth Application created on Arthur.

Enter the Callback URL as mentioned below and click ‘Integrate’.

Callback URL: https://uk.utilihub.io/hub/partner/settings/integrations/arthur_online_callback

10. Click on Yes Agree

11. Once integrated, you will be redirected to the OAuth Application login page. Enter your Arthur Online login details and click Sign In

12. Once logged in, click Allow.

13. To edit the configuration details or disable the integration, navigate to Settings and click Edit or Disable

The post How to set up the Movinghub in Arthur Online? appeared first on Arthur Online.

       2. Select the required filters and click on Apply

The post How to filter workorders by Property, Area, Scheduled/Not Scheduled within the Contractor App. appeared first on Arthur Online.

1. Adding standard variables to your documents

Arthur has ready-made ‘variables’ for you to use and insert into the blanks of your document. These variables will then become information once you mail merge.

Step 1

• Go to Documents > Mail Merge Templates > Under Sales Document Types, Select View Variables
• Open the Variables list – Ensure you only use variables from the required area. E.g Offer variables for offer documents

Locate your chosen variables from within one of the areas. Copy and paste your chosen variable including the brackets

Step 2

Open your word document and paste the variables

2. Uploading Your Template

Once the variables have been applied save the document as .docx or .Opendocumenttext, upload the template. Either replace an existing file or upload a new one.

When uploading a offer template the model is “Offer”

When uploading a Memorandum of Sale template the model is “Unit”

3. Mail Merge your Sales Document

This is linked to How mail merge your Sales Document

The post How to create a Sales Mail Merge Template appeared first on Arthur Online.

• Memorandum of Sale

• Confirmation of Offer (To Offerer)

• Notification of Offer (To Vendor)

This article is linked to how to create a Sales Mail merge document (hyperlink here)

1. Creating a merged Unit document

Either do this via Sales unit index page or within the Unit>Unit documents>mail merge

Once the tab has opened, begin to select the mail merge template and then press continue and complete the merge

2. Creating a merged Offer document

Go to a Unit> offers (create Offer) > create Mail Merge

This is linked to how to create an offer

The post How to Mail Merge a Sales Document appeared first on Arthur Online.

1. Ensure you do not have default client bank account in Arthur
2. Ensure your tenancies have the correct default bank account
3. Ensure you set the default bank from the landlord contact so you can add transactions at unit & property level

If you have more than one client bank account follow these steps:

Step 1 – Ensuring you do not have a default client account set up.

Go to financials > bank accounts > edit bank account > ensure the default client account box is not ticked

Step 2 – Ensuring your tenancies have the correct default bank account

Go to tenancies > bulk update the tenancies to the correct default bank account

Example: I have 4  bank accounts the tenants pay their rent into Bank A, Bank B, Bank C & Bank D so this is what I would do:

You need to do the same for tenancies paying into Bank B, Bank C & Bank D.

Step 3 – Ensuring you set the default bank from the landlord contact so you can add transactions at unit & property level.

Go to contacts > property owners > click on the landlords name > financial settings > choose the default bank and save.

Once you have done this, you will be able to add transactions at unit & property level associated to the correct bank account.

The post How to prepare for the new property owner remittance screen if you have more than one client account appeared first on Arthur Online.

1. Ensure you have the correct default bank accounts in Arthur
2. Ensure your tenancies & units have the correct default bank account

If you have one client bank account follow these steps:

Step 1 – Ensuring you have a default client account set up.

Go to financials > bank accounts > set the client account as the default bank account.

Step 2 – Ensuring all tenancies have the correct default bank account set up.

Go to tenancies > bulk update all tenancies to the correct client account.

The post How to prepare for the new property owner remittance screen if you have one client account appeared first on Arthur Online.

To begin this process, you will need to be integrated with a Portal first.

Go to the Arthur Store > Marketing Channels > select the portal you wish to subscribe too > Subscribe

Please note, if you are already subscribed for the lettings portals, you do not need to subscribe for the sales portal also. It will connect to both modules.

Step 2) Unit Information

Once subscribed and integrated with the Portal, the unit information page is required to be filled in before syncing.

Step 3) Sync to Portal

Go to portals > click sync to portal either next to the unit or unit batch. Once synced, it will take around 10 to 30 minutes for it to go live depending on the portal.

Please note no sale offers will come back into Arthur, you will be emailed directly on this. This feature will go live in the next update. 

The post How to set a Property for Sale on Portals appeared first on Arthur Online.

Go into the unit you want to add the valuation against > click the add valuation button at the top right

You will then be directed to fill in the following add valuation information

• Unit – Unit the viewing will be assigned too
• With Unit Vendor? – Will the vendor be there at the viewing or not
• Valuation Reason – Select from the following reasons for the valuation
• Tenure Type – Select from the following tenures for the property
• Status and Date – Choose the current status and date of the Valuation
  Note – to set the valuation price, change status to completed
• Assigned to – Which colleague is hosting the viewing
• Note – add any addiotnal information here

Step 2 – Manage Valuations

Once added, you can go to Valuations page within the unit and see a list of all valuations. Here you can update the Valuation status to the following Pending, Confirmed, Cancelled or Completed. If the status is set to completed, you can then add the valuation price against the unit.

Note – These Valuations will appear on your calendar when the status is updated to Confirmed

Next Step —> Adding and managing Viewings

The post How to add a Sales Valuation appeared first on Arthur Online.

Go into the unit you want to add the viewing against > click the add viewing button at the top right

You will then be directed to fill in the following viewing information

• Listing Type – Viewing for sale or let?
• Unit – Unit the viewing will be assigned too
• Selected Buyer – Choose from an existing buyer already added to the system or create a new buyer
• Status and Date – Choose the current status and date of the viewing
• Assign to – Which colleague is hosting the viewing
• With unit vendor? – Will the vendor be there at the viewing or not
• Note – add any addiotnal information here

Step 2 – Manage Viewings

Once added, you can go to viewings page within the unit and see a list of viewings added against your unit. Here you can update the viewing status to the following Pending, Confirmed, Cancelled Viewed or No Show. You can also add a new buyer by clicking the arrow down button on the right>Add Buyer

Note – These viewings will appear on your calendar when the status is updated to Confirmed

Next Step —> Adding and managing offers

The post How to add a Sales Viewing appeared first on Arthur Online.