Client Services Features Tour

Market-Focused Team Support

Your account is assigned to a support team that specializes in serving clients whose portfolio type matches yours, so that the support you receive is geared specifically to your business, and so you can benefit from the collective expertise acquired by supporting a variety of clients whose operations are similar to your own.

Account Management

You will be assigned an Account Manager to serve as your single point of contact and to guide you through the day-to-day process of your implementation. Your Account Manager will help you schedule conversions, on-site training, and implementation and ensure that every aspect of the transition to your new Yardi system is handled smoothly and efficiently.

Project Management and Oversight

Yardi Client Services will also assist you in planning and managing your implementation by providing project-level advice on scheduling rollout, system and procedure analysis, and coordinating members of the implementation team.

User Training Services

Yardi employs a wide variety of methods for training you and your end-users. We offer individual training at your premises or, if you prefer, we can train you over the Internet. In addition, you have access to all Yardi training opportunities and tools, including frequent training classes throughout the year that cover the basic program and how to configure it to suit your specific needs, three yearly training conferences, online tutorials, detailed user documentation, and Client Central, a comprehensive online repository of user information.

On-site Implementation

In addition to all the available training and support services, Yardi can provide you an On-Site Implementer, who will travel to your company to assist you with the implementation of your Yardi system. On-site implementation is one of the most valuable resources we provide and will help you achieve a successful and more efficient rollout.

Technical Support/Help Desk

Yardi provides full-service technical support and help desk. Your Account Manager is fully qualified to support your product and can assist you in resolving any difficulties you may have–from data issues to properly performing a function or process. Likewise, Yardi’s expert Technical Support/Help Desk personnel are available to answer questions regarding the use of your system.

Data Conversion Services

Yardi provides conversions from many different products, including AMSI/eSite, BJ Murray, MRI, NEWSTAR, Rent Roll Residential, Skyline for both DOS and Windows®, and, of course, Yardi-to-Yardi. Conversions can be performed in-house by Yardi, or you may elect to do them yourself by purchasing our Data Conversion Tool. If you have recurring conversion needs, this impressive tool is a great alternative to Yardi’s in-house conversion services in that it provides increased cost savings, as well as the flexibility to schedule your conversions any time you wish.

Custom Reporting Services

Not all companies have the same reporting requirements, so in addition to the standard reporting package that comes with your program, Yardi’s Custom Programming Team is ready to design and create any custom reports you may need.

Report-Writing Tools and Engine

In addition to customization services, Yardi provides a suite of reportwriting tools for “hands-on” clients who want to customize reports at their convenience. These tools, along with our specialized reporting engine, provide unlimited reporting capability. Yardi Spreadsheet Link™ for financials and Yardi Ad Hoc Report Writer are available for less technical end-users and do not require programming skills. For more advanced users, Crystal Reports and SQL scripts can be utilized.

MORE INFORMATION
MARKETS
Multifamily Housing
Affordable Housing
Public Housing
Senior Housing
Investment Management
Office / Industrial
Retail
Military Housing
Condo, Co-op, & HOA
Construction & Development
Social Housing
GLOBAL SITES
Asia Pacific
Australia
United Kingdom
PRODUCTS
Voyager
Genesis
Point2 Property Manager
Classic
Beacon for Affordable
Beacon for PHA
Orion for SharePoint
ADD-ON Service MODULES
Cloud Services
Call Center
Help Desk
RENTmaximizer
Yardi Energy Solutions
Procure to Pay
Payment Processing
Resident Screening
RENTCafé
PAYplus
COLLECTplus
ENERGYplus
ADD-ON MODULES
Inspections
PopCard
Portal
CRM
Executive Dashboard
Insight
Maintenance
Fixed Assets
Inventory Control
Mobile Apps
Construction/Development
Budgeting & Forecasting
PortfolioVMF
PropertyVMF
PAYscan
CHECKscan
Interfaces

Services
Client Central
Client Services
Professional Services
Software as a Service
ResidentShield
Training Services
YASC
User Groups
Independent Consultants
Industry Links
DOCUMENTATION
Product Brochures
System Requirements
ABOUT US
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Industry Accolades
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