At Propertybase, we love helping our clients succeed. However, there are a few things YOU can do to help US succeed. Included below are best practices for anyone who submits a request through support. Following these guidelines will ensure that you get your request resolved as quickly as possible.
There is nothing wrong with troubleshooting your own issues. However, we don't want you to spend all day trying to solve a problem yourself.
Here are a few things you can do before submitting a ticket:
- Search the Help Center for a solution.
- Clear your Propertybase cache.
- Clear your browser cache.
- Log out of your account, then log back in.
If none of these steps solve the issue, please submit a support request.
Please outline any troubleshooting steps you've taken when you submit a request. Although they didn't ultimately fix the issue, it allows our support team to continue from where you left off.
Nail the Subject Line
A good subject line sets expectations. This enables our support team to glance at the subject line and immediately know the issue (in as few words as possible.) A good subject line also includes relevant keywords that make it easier to find when searching/sorting. (Proper keywords also help us perform useful internal data analysis.)
- Poor Subject Line: Nothing showing up in account
This subject line provides no context. Who's account is this? Are they an admin or regular user? Specifically, what can't they see? You can't assume the support team knows any of these things.
- Better Subject Line: I have a new user that can't see objects in their account
This subject line provides more context. It explains the user is not an admin, that their account is new and that they can't see objects in their account.
Write a Detailed Description
Most of the time, the difference between a poor support request and a good one is in the details. The more details you can provide us, the quicker we can resolve your issue.
Here are a few important details that apply to most requests:
- Include your company/organization name
- Include your Propertybase version number
- Specify the user involved and their access level
- Outline troubleshooting steps you have already taken (if any)
- Include error messages received (if any)
- Include links (URLs) to examples (e.g. URL to the listing or inquiries) This reduces confusion and allows us to find the record faster.
Keep in mind that we don't need every detail, just the right ones. Each support request is unique, don't be afraid to ask questions in your request.
A picture is worth a thousand words. When possible, include a screenshot, gif or video with your request. This will help our support team immensely. If you can't include an attachment, please include the exact text of any error message you receive.
Grant Account Access
In many cases, we will need access to your account to resolve requests. Click here to learn more.
Follow Up Times
Support team response times can vary, depending on a variety of factors:
- Complexity of request
- Urgency of request
- Current request volume
- Premier vs basic support levels
And last but not least, quality of request.
Following the guidelines in this article will insure your request is written in a clear and helpful manner.
This will allow us to resolve your request as quickly as possible - and get you back to closing deals!