{"id":589,"date":"2018-07-29T13:26:14","date_gmt":"2018-07-29T07:56:14","guid":{"rendered":"https:\/\/blog.isocietymanager.com\/?p=589"},"modified":"2026-03-18T17:07:04","modified_gmt":"2026-03-18T11:37:04","slug":"we-get-started-facility-automation-system","status":"publish","type":"post","link":"https:\/\/factech.ai\/blog\/we-get-started-facility-automation-system\/","title":{"rendered":"Get Started with Facility Management Software"},"content":{"rendered":"<p>Getting Started with your Facility Management System is very simple and quick. You can enter data manually OR bulk upload via an excel sheet.<\/p>\n<h1>How to get started with your Facility Automation System?<\/h1>\n<p>Factech users are diversified and can be broadly categorized into the below industries:<\/p>\n<ul>\n<li><span style=\"font-size: 14pt;\">Corporate Parks<\/span><\/li>\n<li><span style=\"font-size: 14pt;\">Shopping Centers<\/span><\/li>\n<li><span style=\"font-size: 14pt;\">Apartment Management<\/span><\/li>\n<li><span style=\"font-size: 14pt;\">Education &#8211; Schools &amp; Universities<\/span><\/li>\n<li><span style=\"font-size: 14pt;\">Services &#8211; FM or Property Management\u00a0<\/span><\/li>\n<li><span style=\"font-size: 14pt;\">Health Care<\/span><\/li>\n<li><span style=\"font-size: 14pt;\">Hospitality<\/span><\/li>\n<li><span style=\"font-size: 14pt;\">Co-Working<\/span><\/li>\n<li><span style=\"font-size: 14pt;\">Banking &amp; Finance<\/span><\/li>\n<\/ul>\n<h4><strong>1. Facility Team<\/strong><\/h4>\n<p>The facility is the team that operates the complete system, whether it&#8217;s security, complaint, billing, asset management, etc. The facility team runs the system to automate to increase its effectiveness. You can define roles as per the need. A few examples of roles are:<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><span style=\"font-size: 14pt;\">Facility Manager<\/span><\/li>\n<li><span style=\"font-size: 14pt;\">Warehouse or Store Manager<\/span><\/li>\n<li><span style=\"font-size: 14pt;\">Purchase \/ Procurement Manager<\/span><\/li>\n<li><span style=\"font-size: 14pt;\">Billing Admin<\/span><\/li>\n<li><span style=\"font-size: 14pt;\">CRM<\/span><\/li>\n<li><span style=\"font-size: 14pt;\">Security Officer<\/span><\/li>\n<li><span style=\"font-size: 14pt;\">Technician or Field Staff<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h4><strong>2. Management<\/strong><\/h4>\n<p>The persons who want reports and information from the system. A few examples are:<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><span style=\"font-size: 14pt;\">Facility Head<\/span><\/li>\n<li><span style=\"font-size: 14pt;\">Head Office &#8211; Senior Executives, etc.<\/span><\/li>\n<li><span style=\"font-size: 14pt;\">RWA &#8211; In case of Residential Complexes<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<h4><strong>3. Tenant<\/strong><\/h4>\n<p>The end-user of facilities can be an employee, admin staff.<\/p>\n<h4><strong>4. Resident \/ Customer<\/strong><\/h4>\n<p>In the case of Apartment Management &#8211; The resident is the end-user of the system. She gets benefits like increased convenience, security, time-saving, etc. Resident can be categorized into different sub-roles like:<\/p>\n<ul>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><span style=\"font-size: 14pt;\"><strong>Owner:\u00a0<\/strong>Who owns the property &#8211; unit or apartment<\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><strong>Tenant:\u00a0<\/strong>If the unit is rented out, the tenant is also a key user of the System.<\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><strong>Family Member:\u00a0<\/strong>The family members of the Occupant<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><a href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-download-mobile-app\/\"><em><strong>Mobile Apps<\/strong><\/em><\/a> are available for<\/p>\n<ul>\n<li><span style=\"font-size: 14pt;\"><strong><a href=\"https:\/\/play.google.com\/store\/apps\/details?id=com.sumasamu.iSocietyManager\">Android<\/a>\u00a0<\/strong><\/span><\/li>\n<li><a href=\"https:\/\/www.apple.com\/in\/search\/isocietymanager?src=globalnav\"><strong><span style=\"font-size: 14pt;\">iOS<\/span><\/strong><\/a><\/li>\n<\/ul>\n<h2>User Guide<\/h2>\n<h4>Facility or Management &#8211; Quick help links<\/h4>\n<ul>\n<li><a href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-login\/\"><span style=\"font-size: 14pt;\">How to login<\/span><\/a><\/li>\n<li><a href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-change-logo-and-site-details\/\"><span style=\"font-size: 14pt;\">How to change Site Details and Logo<\/span><\/a><\/li>\n<li><span style=\"font-size: 14pt;\"><a href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-add-new-role\/\">How to add a new role?<\/a><\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><a href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-create-new-admin-id-for-login\/\">How to create a new <strong>admin login<\/strong>?<\/a><\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><a href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-get-started-with-asset-ppm-management\/\" target=\"_blank\" rel=\"noopener\">How to start <strong>asset management and PPM<\/strong>?<\/a><\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><a href=\"https:\/\/factech.ai\/blog\/ufaqs\/what-are-different-checklist-for-preventive-maintenance\/\" target=\"_blank\" rel=\"noopener\">What are the different checklists for Preventive Maintenance?<\/a><\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><a href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-get-started-with-inventory-management\/\" target=\"_blank\" rel=\"noopener\">How to get started with <strong>Inventory Management?<\/strong><\/a><\/span><\/li>\n<li><span style=\"font-size: 18px;\"><a title=\"How to get started with Purchase?\" href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-get-started-with-purchase\/\" target=\"_blank\" rel=\"noopener\">How to get started with Purchase?<\/a><\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><a href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-get-started-with-billing\/\" target=\"_blank\" rel=\"noopener\">How to get started with <strong>Billing<\/strong>?<\/a><\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><a href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-start-with-accounting-of-your-society\/\" target=\"_blank\" rel=\"noopener\">How to get started with <strong>Accounting<\/strong>?<\/a><\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><a href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-get-started-with-complaint-management-in-isocietymanager\/\" target=\"_blank\" rel=\"noopener\">How to get started with <strong>Complaint Management<\/strong>?<\/a><\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><a href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-get-started-with-visitor-management\/\" target=\"_blank\" rel=\"noopener\">How to get started with <strong>Visitor Management System?<\/strong><\/a><\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><a href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-start-manpower-and-attendance-tracking\/\" target=\"_blank\" rel=\"noopener\">How to start <strong>manpower and attendance<\/strong> tracking?<\/a><\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><a href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-setup-domestic-help-maids-drivers-entry-exit\/\" target=\"_blank\" rel=\"noopener\">How to setup <strong>domestic help ( Maids, Drivers ) entry\/exit<\/strong>?<\/a><\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><a href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-manage-documents-of-units\/\">How to manage <strong>Documents<\/strong> of Units?<\/a><\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><a href=\"https:\/\/factech.ai\/blog\/ufaqs\/what-is-survey-or-polling\/\">How to launch a <strong>Survey<\/strong>?<\/a><\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><a href=\"https:\/\/factech.ai\/blog\/ufaqs\/online-payment-gateway-integration-with-isocietymanager\/\">How to configure a new <strong>Payment Gateway<\/strong>?<\/a><\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><a href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-start-amenities-booking\/\">How to start <strong>Amenities Booking<\/strong>?<\/a><\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><a href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-configure-cluster-tower-and-unit-category\/\">How to configure the cluster, tower &amp; unit categories?<\/a><\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><a href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-add-new-unit-in-isocietymanager\/\">How to add a new Unit or Occupant?<\/a><\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><a href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-import-unit-in-isocietymanager\/\">How to import user or unit data in bulk?<\/a><\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><a href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-add-a-new-tenant\/\">How to add a new Tenant?<\/a><\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><a href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-import-tenants\/\">How to import Tenants?<\/a><\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><a href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-activate-resident-login\/\">How to <strong>activate Residents<\/strong>&#8216; login?<\/a><\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><a href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-send-notice-or-circulars-to-occupants\/\">How to send <strong>notice or circular<\/strong> to Residents?<\/a><\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><a href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-configure-panic-alert\/\">How to add Panic or SOS Alert?<\/a><\/span><\/li>\n<\/ul>\n<h4>Resident or Customer &#8211; Quick help links<\/h4>\n<ul>\n<li><a href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-login-in-app\/\"><span style=\"font-size: 14pt;\">How to login in App?<\/span><\/a><\/li>\n<li><span style=\"font-size: 14pt;\"><a href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-raise-complaint-or-grievance\/\">How to raise complaints or grievances?<\/a><\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><a href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-pay-bills-online-in-isocietymanager\/\">How to pay bills?<\/a><\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><a href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-track-your-maid-or-drivers-in-isocietymanager\/\">How to track maid and drivers?<\/a><\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><a href=\"https:\/\/factech.ai\/blog\/scan-and-pay-maintenance-bill-online-with-zero-charge\/\">Pay Bills Online with ZERO Convenience Charge<\/a><\/span><\/li>\n<li><span style=\"font-size: 14pt;\"><a href=\"https:\/\/document-link.s3.amazonaws.com\/resident\/overview.pdf\">Download Occupant Guide<\/a><\/span><\/li>\n<\/ul>\n<h2><a href=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2020\/07\/ClientOnboardingProcess.pdf\"><strong>Client Onboarding Process<\/strong><\/a><\/h2>\n<p>The <a href=\"https:\/\/factech.co.in\">Factech<\/a> team has been helping real estate clients in Simplifying the Facility Operations.<\/p>\n<p><a href=\"https:\/\/factech.ai\/contact?req=contact&amp;from=www\">Contact us<\/a>\u00a0for a free demo of how our expertise can help you achieve your business goals.<\/p>\n<p><a href=\"https:\/\/factech.ai\/blog\/how-can-we-get-started\/happy-residents-in-housing-community\/\" rel=\"attachment wp-att-3450\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-3450 size-large\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2018\/07\/happy-residents-in-housing-community-1024x576.png\" alt=\"facility management software guide, emaint user guide\" width=\"1024\" height=\"576\" srcset=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2018\/07\/happy-residents-in-housing-community-1024x576.png 1024w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2018\/07\/happy-residents-in-housing-community-300x169.png 300w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2018\/07\/happy-residents-in-housing-community-768x432.png 768w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2018\/07\/happy-residents-in-housing-community-1536x864.png 1536w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2018\/07\/happy-residents-in-housing-community-850x478.png 850w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2018\/07\/happy-residents-in-housing-community.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/p>\n<p><iframe loading=\"lazy\" title=\"Factech Transforming Facility Operations Iconic Customers\" width=\"1200\" height=\"675\" src=\"https:\/\/www.youtube.com\/embed\/CLTq294We5I?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Getting Started with your Facility Management System is very simple and quick. You can enter data manually OR bulk upload via an excel sheet. How to get started with your Facility Automation System? Factech users are diversified and can be broadly categorized into the below industries: Corporate Parks Shopping Centers Apartment Management Education &#8211; Schools<\/p>\n","protected":false},"author":4,"featured_media":4171,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[142,11,35,21,42,32],"tags":[292,410,629,409,630,411,412,452,2631,1850,628],"post_folder":[],"class_list":["post-589","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-accounting","category-apartment-management-software","category-facility-management-software","category-getting-started","category-apartment-society-system","category-society-management-system","tag-best-society-management-software","tag-getting-start-with-society-management-software","tag-help-guide","tag-how-to-get-started-with-i-society-manager","tag-how-to-isociety-manager","tag-how-to-set-up-isociety-manager","tag-how-to-start-with-society-software","tag-isocietymanager-set-up","tag-procurement-in-facility-management","tag-remote-facility-management-system","tag-user-guide"],"aioseo_notices":[],"yoast_head":"<!-- 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