Login to the HouzeCare Home Manangement System using the account email address and password provided.
Select the "Remember Login" to maintain login for the current browser session.
To reset the password, click the Forgot Password “Click Here” link.
Information for resetting the password will be emailed to the user.
A list of properties is be presented upon login if there are multiple properties configured for the account.
Select a property from the list to enter the property details area.
If the account has multiple properties, the properties detail area will include an extra button for properties. Clicking the “Properties “ button will return to the properties list
If the Houzecare account does not have a property configured yet, an empty property details screen will be presented.
Add a new property by clicking the “New” button
Delete a property by clicking the delete icon for the property in the list. Then click the "Delete" button to confirm.
The task calendar can accessed by clicking the calendar icon for the property in the list.
The properties area of the system allow the user to edit property details, add new properties, and delete properties.
To add a new property, click the new button on the property list or on the individual property screen
Provide property values and click "Save":
To edit property details, click the “Edit” button
To upload a photo for the property, click the “Upload Photo” button then click “Choose File” from the popup menu
To select the default photo for the property, click the “Select Default Photo” button. Click on the desired photo then click “Save”.
Edit the property values and click "Save":
To delete a property, click on the delete icon in the properties list or the "Delete" button on the individual property screen.
The people area of the system allows the user to add and edit users or "people" to a property
People can be
To add people, click the "People" icon for the property.
Click the "New" button
Add details for:
To edit people, click the "People" icon for the property.
Select the name.
Edit details for:
To delete people, click the "People" icon for the property.
Click the delete icon in the user's row
Confirm deletion by clicking the "Delete" button
The spaces area of the system provides management of spaces for each property.
Types of spaces may include:
A default space of "Whole House" is assigned when the property is first created.
The "Whole House" property can not be edited or deleted.
To create a new space for the property, click the “Spaces” button
A Spaces popup will provide a list of all space for the property
To add a new space, click the “New” button on the “Spaces” popup
Add details for:
To edit space for the property, click the “Spaces” button
A Spaces popup will provide a list of all space for the property
Click the photo icon in the “Spaces” list popup
Edit details for:
To upload a photo for the space, click the “Upload Photo” button then click “Choose File” from the popup menu.
To select the default photo for the space, click the “Select Default” Photo button.
Click on the desired photo then click the "Save" button.
To delete a space for the property, click the “Spaces” button
A Spaces popup will provide a list of all space for the property
Click the delete icon in the row for the space
Confirm deletion by clicking the "Delete" button
To filter the space list, click the "Filter" button at the top of the list.
Select:
To clear the space filter list, click the "Clear Filter" button.
The items area of the system provides management of items for each space.
Types of items may include:
To create a new item for a space, click the “Items” button.
Items popup will provide a list of all items for the property
To add a new item, click the “New” button on the Items popup
Add details for:
Item value fields will be presented based upon the item selected from the “Type” pulldown menu.
Complete the remaining fields and click “Save”
To edit an item for a space, click the “Items” button.
Items popup will provide a list of all items for the property
To edit a item, click the photo icon in the “Items” list popup.
Edit details for:
Item value fields will be presented based upon the item selected from the “Type” pulldown menu.
Edit the remaining fields and click “Save”
To upload a photo for the item, click the “Upload Photo” button then click “Choose File” from the popup menu.
To select the default photo for the item, click the “Select Default” Photo button.
Click on the desired photo then click the "Save" button.
To delete an item for the property, click the “Items” button
A popup will provide a list of all items for the property and space
Click the delete icon in the row for the item
Confirm deletion by clicking the "Delete" button
To filter the item list, click the "Filter" button at the top of the list.
Select a space
Click the "Save" button.
To clear the item filter list, click the "Clear Filter" button.
The task calendar displays a list of tasks for each day of a month.
Move to previous or next months by clicking the month link at the left and right of the calendar header.
To edit tasks from the calendar, click on the date link at the top left of the day.
A popup list of tasks is presented for the day.
Click the edit icon to edit the task.
Edit details for:
Click “Save”
To manage documents for a task, click the "docs" button for the task in the list.
To manage photos for a task, click the "photos" button for the task in the list.
Documents and photos for spaces and items can also be managed from the task list by clicking the document or photo icons.
The tasks area of the system provides management of tasks for the property.
Many item templates are configured in the system with template tasks.
When a new item is created using one of these item templates, new tasks are automatically created for that item.
Tasks are automatically assigned to the "Whole House" default space at the time of the creation opf the property.
The task calendar can accessed by clicking the calendar icon at the top of the list.
To create a new task, click the “Tasks” button in the property area.
A “Tasks” popup will provide a list of all tasks for the property
To add a new task, click the “New” button on the “Tasks” popup
Add details for:
Click “Save”
To edit a task, click the “Tasks” button in the property area.
A “Tasks” popup will provide a list of all tasks for the property
To edit a task, click the edit icon for the task on the “Tasks” popup
Edit details for:
Click “Save”
To manage documents for a task, click the "docs" button for the task in the list.
To manage photos for a task, click the "photos" button for the task in the list.
Documents and photos for spaces and items can also be managed from the task list by clicking the document or photo icons.
To change the due date for the task, click the date in the "Due" column for the task.
Select a new due date and click the "Save" button.
To filter the task list, click the "Filter" button at the top of the list.
Select:
To clear the item tasks list, click the "Clear Filter" button.
The documents area of the system provides a list of documents for the property, spaces, items, and tasks.
Documents can be accessed by clicking the documents icon from:
To add new document, click the "New" button.
An "Add Document" popup will open.
Add details for:
Click the "Choose File" button to select a file. Files must be docx, xlsx, txt, or pdf.
Click the "Save" button
To edit a document, click on the document title from the list.
Edit details for:
Click “Save”
The document can be downloaded by clicking the "Download" button.
Click the delete icon in the row for the document
Confirm deletion by clicking the "Delete" button
To filter the document list, click the "Filter" button at the top of the list.
Select:
To clear the document filter list, click the "Clear Filter" button.
The photos area of the system provides a list of photos for the property, spaces, items, and tasks.
photos can be accessed by clicking the photos icon from:
To add new photo, click the "New" button.
An "Add Photo" popup will open.
Add details for:
Click the "Choose File" button to select a file. Files must be jpg, jpeg, gif, or png.
Click the "Save" button
To edit a document, click on the photo icon from the list.
Edit details for:
Click “Save”
The photo can be downloaded by clicking the "Download" button.
Click the delete icon in the row for the photo
Confirm deletion by clicking the "Delete" button
To filter the photo list, click the "Filter" button at the top of the list.
Select:
To clear the photo filter list, click the "Clear Filter" button.
To generate a home maintenance property report, click on the "Report" button on the property screen.
Select:
Click the "Confirm" button
If prompted, select "Allow popups from this site". The message may vary by browser type.