Revision as of 20:01, 29 August 2026

Standout Property Manager Help

Welcome to the Standout Property Manager knowledge base.

This help system is organised around the jobs an estate or lettings team needs to complete, rather than simply describing every button on each screen. If you are trying to work out what to do next, start with the workflow that matches the job in front of you.

New to Standout? Start with Standout Quick Start and Daily Negotiator Workflow.

Sales workflows

I need to...	Guide
Register a buyer or applicant	Registering a New Applicant
Record what they are looking for and find matches	Managing Applicant Requirements and Matching
Arrange a viewing	Booking and Managing Viewings
Record feedback after a viewing	Recording Viewing Feedback
Take a valuation enquiry through to instruction	Sales Valuation to Instruction
Prepare and launch a property to market	Marketing a Property
Record, negotiate and accept an offer	Recording and Negotiating Offers
Manage a sale from offer accepted to completion	Sales Progression to Completion

Lettings workflows

I need to...	Guide
Take on a new rental property	Adding a new Rental Property
Create and start a tenancy	Creating and Starting a Tenancy
Check certificates, inspections and compliance	Rental Compliance and Inspections
Record and manage maintenance	Managing Repairs and Maintenance
Chase overdue rent	Chase Outstanding Rent
See all current tenants and balances	Tenant List

Customer service and prospecting

Area	Guide
Give customers secure self-service access	Using My Move with Customers
Full My Move feature reference	My Move Customer Portal
Find lapsed, dormant and property-to-sell opportunities	Opportunity Finder
Carry out Landmark AML checks	Landmark Anti Money Laundering Checking

Everyday tools

Dashboard: what needs your attention today.
Diary: appointments, valuations, viewings and staff availability.
Tasks: follow-ups that must not be forgotten.
Contacts: the customer record and how it connects to everything else.
Property: the live record for a sales property.
Rental Property: tenancy, compliance, maintenance and finance.
Telephone Wizard: quickly turn a valuation telephone enquiry into a contact, property and diary appointment.

How to use these guides

Most workflow articles follow the same pattern:

Before you start - the information you should have to hand.
How to do it - the practical sequence in Standout.
What Standout does next - automatic activity, status changes or notifications to expect.
Things to check - common omissions that cause problems later.
Next step - where the process normally goes after this job is complete.

For technical support, email support@issl.co.uk.

Standout Property Manager

@@ Line 1: / Line 1: @@
 = Standout Property Manager Help =
-Welcome to the Standout Property Manager knowledge base. This guide covers the day-to-day workflows used by estate and lettings teams, from registering a contact and marketing a property through to sales progression, tenancy management and customer self-service.
+Welcome to the Standout Property Manager knowledge base.
-If you are new to Standout, start with the '''[[Standout - Quick Start|Quick Start]]''' guide.
+This help system is organised around the jobs an estate or lettings team needs to complete, rather than simply describing every button on each screen. If you are trying to work out ''what to do next'', start with the workflow that matches the job in front of you.
-== Core areas ==
+'''New to Standout?''' Start with '''[[Standout - Quick Start|Standout Quick Start]]''' and '''[[Daily Negotiator Workflow|Daily Negotiator Workflow]]'''.
+== Sales workflows ==
 {| class="wikitable" style="width:100%"
-! Area
+! I need to...
-! What it is used for
+! Guide
 |-
-| [[The Dashboard|Dashboard]]
+| Register a buyer or applicant
-| Your personalised overview of appointments, tasks, recently edited records, performance information and other daily activity.
+| [[Registering a New Applicant]]
 |-
-| [[Diary Overview|Diary]]
+| Record what they are looking for and find matches
-| Staff appointments, valuations, viewings, tasks, reminders and calendar integration.
+| [[Managing Applicant Requirements and Matching]]
 |-
-| [[Property Overview|Properties]]
+| Arrange a viewing
-| Sales property records, marketing, viewings, offers, progression, documents and property history.
+| [[Booking and Managing Viewings]]
 |-
-| [[Rental Property Overview|Rentals]]
+| Record feedback after a viewing
-| Rental property records, tenancies, compliance, inspections, repairs and financial information.
+| [[Recording Viewing Feedback]]
 |-
-| [[Contacts Overview|Contacts]]
+| Take a valuation enquiry through to instruction
-| Applicants, purchasers, vendors, landlords, tenants, contractors, solicitors and other people or organisations held in Standout.
+| [[Sales Valuation to Instruction]]
 |-
-| [[My Move Customer Portal|My Move]]
+| Prepare and launch a property to market
-| Secure customer access to their property journey, documents, viewings, offers, onboarding, AML, repairs and property requirements.
+| [[Marketing a Property]]
 |-
-| [[Opportunity Finder]]
+| Record, negotiate and accept an offer
-| Proactive prospecting that identifies people in the CRM who are worth contacting, including valuation opportunities, withdrawn vendors and dormant applicants.
+| [[Recording and Negotiating Offers]]
 |-
-| [[Administration]]
+| Manage a sale from offer accepted to completion
-| Agency, branch, staff, diary, template, integration and system configuration.
+| [[Sales Progression to Completion]]
 |}
-== New customer self-service ==
+== Lettings workflows ==
+{| class="wikitable" style="width:100%"
+! I need to...
+! Guide
+|-
+| Take on a new rental property
+| [[Adding a new Rental Property]]
+|-
+| Create and start a tenancy
+| [[Creating and Starting a Tenancy]]
+|-
+| Check certificates, inspections and compliance
+| [[Rental Compliance and Inspections]]
+|-
+| Record and manage maintenance
+| [[Managing Repairs and Maintenance]]
+|-
+| Chase overdue rent
+| [[Chase Outstanding Rent]]
+|-
+| See all current tenants and balances
+| [[Tenant List]]
+|}
-'''[[My Move Customer Portal|My Move]]''' gives customers a secure, mobile-friendly area connected directly to their live Standout records. Depending on their relationship with the agency, a customer can follow a sale or purchase, view tenancy information, report repairs, approve maintenance quotes, provide onboarding information, upload private documents, complete AML information, request viewings and maintain their own property requirements.
+== Customer service and prospecting ==
+{| class="wikitable" style="width:100%"
-Staff invite customers from the Contact record using the prominent '''Send My Move link''' button.
+! Area
+! Guide
-== Proactive prospecting ==
+|-
+| Give customers secure self-service access
+| [[Using My Move with Customers]]
+|-
+| Full My Move feature reference
+| [[My Move Customer Portal]]
+|-
+| Find lapsed, dormant and property-to-sell opportunities
+| [[Opportunity Finder]]
+|-
+| Carry out Landmark AML checks
+| [[Landmark Anti Money Laundering Checking]]
+|}
-'''[[Opportunity Finder]]''' scans live CRM information and brings together high-value conversations that may otherwise be missed. Opportunities are scored so staff can prioritise the strongest leads first, then create a follow-up task, mark the contact as contacted, snooze the opportunity or dismiss it.
+== Everyday tools ==
+* [[The Dashboard|Dashboard]]: what needs your attention today.
+* [[Diary Overview|Diary]]: appointments, valuations, viewings and staff availability.
+* [[Task List|Tasks]]: follow-ups that must not be forgotten.
+* [[Contacts Overview|Contacts]]: the customer record and how it connects to everything else.
+* [[Property Overview|Property]]: the live record for a sales property.
+* [[Rental Property Overview|Rental Property]]: tenancy, compliance, maintenance and finance.
+* [[Telephone wizard|Telephone Wizard]]: quickly turn a valuation telephone enquiry into a contact, property and diary appointment.
-== Finding help ==
+== How to use these guides ==
+Most workflow articles follow the same pattern:
-Use the navigation on the left or the search box to find an article. Many Standout screens also include '''Page Help''', which provides context-sensitive guidance for the area you are using.
+* '''Before you start''' - the information you should have to hand.
+* '''How to do it''' - the practical sequence in Standout.
+* '''What Standout does next''' - automatic activity, status changes or notifications to expect.
+* '''Things to check''' - common omissions that cause problems later.
+* '''Next step''' - where the process normally goes after this job is complete.
 For technical support, email '''support@issl.co.uk'''.
 [[File:Screenshot 2021-03-25 at 16.27.57.jpg|thumb|1200px|center|Standout Property Manager]]

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