Meld
Updated 09.25.24
You’ve been using an old Meld… we’ve made it better! With an emphasis on usability, you can now get more information in less clicks. Finding things in Meld just got easier.
By default, the new UI will not be active. Look for this toggle on your main dashboard:
Skip ahead to a specific section:
Classic tools, easier to find.
- Practical Navigation
Navigate between pages, quickly. - Deeper Search
Find exactly what you need, faster. - Meld (Details) Transparency
Communicate and understand the state of a Meld, in seconds.
And new tools, built in.
- Nearby Melds
Curb road time with a map to plan Technician routes, efficiently. - Watchlist
So. Many. Notifications. Choose only the Melds you want to follow. - Meld Merging
Combine duplicate Melds without losing important details.
And don’t worry, you can toggle the “old Meld” back on, if you need to find something specific.
Look for this toggle in your app
Updated Navigation
Here’s where to find everything from the old navigation:
Comparison of the Settings dropdown:
Search Results
A more comprehensive search experience is here, with tools to get what you need faster.
Updated Details Pages
- Meld Details
- Unit Details
- Property Details
- Property Groups
- Resident Details
- Vendor Details
- Owner Details
- Expenditure Details
- Invoice Details
- Recurring Meld Details
- PropertyCare+ Details
You’ll see that these pages have a continuous theme – all details are visible at a glance, without having to rifle through multiple tabs.
Notable Upgrades
Most of the details pages have the same organizational structure. If you become familiar with one details page, becoming familiar with all of them is pretty seamless. Here are some of the notable upgrades to look for.
Details Panel
This panel can be found on all details pages, and is a quick way to see all of the basic details about a unit, property, property group, vendor, resident, etc. The icon at the top is a new way to quickly distinguish where you’re at within the app.
Additionally, statuses are clearly visible, with color-coded labels.
Maintenance Limit
Maintenance limits can now be set on Property pages.
Notes
Property Level notes can now be edited in Property Meld.
Sorting and Search Functionality
As with before, the list of Units and Property Level Melds is available, but now Unit Level Melds have been added, and specific items can be found using the new search bar. Additionally, you can now sort your results by clicking the name associated with the column.
Batch File Actions
The files displayed on unit, resident, and vendor pages can easily be downloaded one at a time, or in a batch by selecting the action drop down.
Photo Gallery
The new photo gallery allows you to see all of the media files for a Meld in a dedicated space. Here, you can bulk select with several options for sharing.
Year Built
The Toxic Substances Control Act Lead-Based Paint Renovation, Repair, and Painting Rule (RRP) is a set of regulations that must be adhered to by property managers and service professionals. By adding the Year Built, you can automatically send EPA messaging out to vendors to ensure compliance with these regulations, using Workflows.
You can also auto-assign specific coordinators, who may be more experienced with older/newer properties.
Vendor Compliance Info
Protect your company and ensure that the vendors you are working with have valid Liability Insurance and Workers’ Compensation. Property Meld will detect when a Vendor’s compliance info is expired and will flag you when assigning work out.
Scheduler
Meld 2.0’s new scheduling tool puts the emphasis on coordinating technician work more efficiently than ever.
The new scheduler tool is currently in beta mode, and will be released soon.
New Tools
These efficiency-forward features are brand new, and exclusive to Meld 2.0.
