STEP 1: Users/Staff Setup - These are all the users that will be able to log into the system in order to use it. There is no limit to the number of people you can setup. 

STEP 2: Chart of Accounts (COA) Setup - These are all the services that are associated with the budget but also provide the list of default services that will be used for a supplier. The system has a default Chart of Accounts already loaded which generally covers most of the services required in the budget and provided by suppliers. The default set is attached to this article.

PLEASE NOTE: once you have set-up your Chart of Accounts at the beginning, it is easy to add on to it but other amendments (deleting and restarting) may not be so easy and while the system knowledge base should provide you with the information you need, if you are struggling to address an issue then get in touch with us at support@blocksonline.co.uk.

If we are required to extensively assist you to resolve an issue that requires admin work on your behalf then a cost maybe incurred based on the work requested.

STEP 3: Agent Suppliers Setup - This is where you set your global list of suppliers that will be used across all your blocks. You add the supplier here once and then you will be able to link them to each block afterwards, from where you can create supplier invoices. For more info, see point 1 on the following article: 3.3.1 Suppliers Overview.

STEP 4: Register Blocks - It is good to get all of your blocks registered first on the system.

STEP 5: Bank Account Setup - In terms of bank account structure, there may be some differences in the way Managing Agents operate. The system provides for various different bank account setups:

1. You can have one account that is linked to all blocks which holds all of the money (in the system we refer to it as a group bank account - setup in the agent settings screen)
   
2. You can have separate bank accounts for each block (more common setup - this can be done inside the block)
   
3. You can have separate bank accounts in each block but also a group bank account that may be linked to some other blocks
4.  You can have multiple group bank accounts that split your Service Charge, Reserve Fund and Ground Rent (this is not a regular setup).

If more info is required, we strongly suggest you speak to our support team by emailing to  support@blocksonline.co.uk or you give us a call and speak to us on  020 3384 3418. 

STEP 6: Agent Settings - These are all the global settings for you as the managing agent on the system.

STEP 7: Block Setup - Once all the blocks are registered then you can start populating data into the blocks.

STEP 8: Portal Setup (If you have the portal module) - Once the blocks are all setup and before you produce demands, the system will allow you to email demands to your unit holders.

Once you have finished the above steps, you can book in your free 30 min onboarding call with support where you can quickly review the steps you finished and look at the block setups steps that you have carried out as well. It will be a good opportunity for us to greet you and formally welcome you to the system and point you in the right direction so you can start using the system more efficiently. 

IF YOU WISH TO BOOK ADDITIONAL DEDICATED PAID TRAINING TO COVER OTHER PARTS OF THE SYSTEM THEN PLEASE CONTACT THE SUPPORT OR SALES TEAM TO ARRANGE.  

Speak to our support team by emailing to support@blocksonline.co.uk or you give us a call and speak to us on 020 3384 3418 if you have any queries.

These defaults can be customised but depending on what the changes are, there could be a potential charge as we need to allocate time and resources for it to be created, tested and promoted to your account. Details on the cost and timing can be obtained once the requirements are sent to our support team.  
Our professional services fees are £100.00 + VAT per hour.