Admin

My Jupix - Quotes & Account Changes

• Request a quote
• Billing enquiries
• Changes to your Account
• Design Team
• Amend or cancel your software membership subscription

Documents and Brochures

• The Document Editor
• Add a template to a letter pack
• Setting up your document credentials
• Document merge tags
• Document file types in Jupix
• Why Are The Merge Tags Showing In My Adhoc Mail Out?
• See all 21 articles

Manage users

• Create a new user
• Reassign records to a new user
• Manage users
• Manage user permissions
• Change Your Allocated Office And Account Information
• Accounting Level permissions

System configuration

• Unable to Print PDFs
• How Do I Unlock A Record I Have Locked Myself?
• How Can I Set Up An IP Restriction?
• Where Do I Find The Print Tray On Jupix?
• Does Jupix Have a Postcode Lookup Facility?
• What are adhoc mailouts?
• See all 15 articles

Lettings configuration

• Set up letting fee policies
• Adding lettings fees to properties to feed through to portals
• How to set up holding deposit amount and tenancy deposit amount warnings
• Activate VAT (Value Added Tax) in Jupix
• Add a new safety certificate option
• Add Registration Numbers to invoices

Diary

Diary configuration

• Set up a custom diary
• Add an appointment type

Using the Diary

• An overview of the diary
• Adding a general appointment
• Book a recurring diary appointment
• Delete Diary Appointments

Contacts

Applicants

• Add a new qualified applicant
• Add a new unqualified applicant
• The Applicants dropdown menu
• Generate A List Of Applicants To Follow Up From A Match
• Generate A List Of Sales Applicants That Are Sold STC
• Sending property details to an applicant
• See all 12 articles

Landlords

• The Landlords dropdown menu
• Adding a new potential landlord
• Adding a landlord with a property to let
• How Do I Add Multiple Contacts To One Potential Landlord Record?
• Consolidating landlord records
• Convert a landlord to a company
• See all 8 articles

Contacts

• How Do I Add, Find and Edit Contact Records?
• Adding a new supplier
• Add a company name to a solicitor record
• Saving applicant lists
• How Do I Print Off Our Contacts List?

Vendors

• Adding a new potential vendor
• Adding a vendor with a property to sell
• Add Proof Of Identity To A Vendor / Landlord Record
• Changing a vendors solicitor
• Transfer a vendor to an applicant
• Reactivate a vendor record

Tenants

• Adding A Tenant Into Jupix
• Reactivate An Archived Tenant

Communication

• Unable to change an email address
• Sending SMS text messages
• The Notes section
• Add Note isn't showing
• How do I lock a note on a record?
• Why am I unable to see all Notes?
• See all 11 articles

General

• Add Money Laundering Details
• How Do I Export Data For Applicants, Vendors and Landlords?

Properties

Market Appraisals

• Appraisal Dropdown Menu
• Add a property without an appraisal
• Adding a new market appraisal
• Instructing A Property From A Market Appraisal
• Progressing a market appraisal
• Change an appraisal status from professional
• See all 8 articles

Brochures

• Sending draft particulars

Property Marketing

• Add a direct sales instruction
• Adding the full property details to a property record
• Adding the full description to a property
• Guide Price range
• Change the price of a sales property
• How Do I View Price Changes On A Property?
• See all 15 articles

Media

• Property record - the Media tab
• Change the order of photos
• Why does Jupix freeze when I add photos?
• Why are my photos uploading the wrong way round or upside down?
• Upload photos using ActiveX
• Add an Energy Performance Certificate (EPC) to Jupix
• See all 9 articles

Viewings

• The Viewings dropdown menu
• Booking a viewing from New Viewing
• Book A Viewing For A Sub Agent's Applicant
• How Can I Book A Viewing For An Applicant That Is Locked By Another User?
• Why Am I Unable To Email The Viewing Confirmation?
• Why did my landlord not receive the viewing confirmation email?
• See all 15 articles

Properties

• Change the vendor of a sales property
• Change the allocated office of a property
• Where do I add agency fees for a sales property?
• Why Is The Council Tax Lookup Not Working?
• Copy a property from sales to lettings or vice versa
• Copy A Withdrawn Property To Sales Or Lettings
• See all 16 articles

Portals

• Which Portals are Chargeable?
• Which portals are my properties feeding to?
• Why are my Rightmove enquiries not showing on Jupix?
• Properties not showing on the portals
• Removing a property from the portals when it isn't on the market
• Removing a duplicate property from the portals

Progressions

Offers & sales progressions

• The Offers dropdown menu
• Making an offer
• The Sales Chain
• Progressing a Commercial Sale
• Sale Fallen Through - Reinstruct At Revised Price.
• Record a "Note of Interest" - Scotland Only

Application & tenancy progressions

• Create and start a tenancy
• Create A Periodic Tenancy
• Create a lease on a commercial property
• How do I change an application status from referencing unsuccessful to successful?
• Unable to select landlord accepted or declined offer on an application
• Landlord first account
• See all 11 articles

Property Management & Accounts

Tenancies

• Inspections
• Renewals
• Tenancy Management

Accounts

• Deposits
• Invoicing & Charges
• Payments
• Receipting
• Reconciling
• Credits & Refunds
• Tax & NRL

Maintenance

• Maintenance Drop Down Menu
• Add maintenance jobs and quotes
• How Do I Flag Up A Landlords Preferred Contractor On A Maintenance Job?
• How Do I Create A Maintenance Job That The Landlord Is Paying Directly?
• Maintenance Job - Payment Source
• Contractors Liability Insurance
• See all 13 articles

Reports

Lettings Reports

• Reports dropdown menu - Lettings
• Lettings current demand report
• Lettings current applicant demand analysis tool
• Lettings applicant registration trends report
• Lettings Referral Report
• Lettings User Performance Report
• See all 7 articles

Sales Reports

• Property Performance Reports - Vendor
• Why Can I Not Change The Start Date Of The Property Performance Report?
• Sales User Performance Report
• Sales applicant registration trends report
• Sales Trends Report
• Sale Trends By Property Type Report
• See all 14 articles

General Reports

• The Board Report
• Generate a list of keys
• ARLA PropertyMark Healthcheck Checklist
• The Agency And Office Performance Report
• The Text Message (SMS) Usage Report
• The Property Inactivity Report

Lettings Financial & HMRC Reports

• Trial Balances Report
• Why is The Landlord Income Report Not Generating?
• How Do I Generate A Statement For A Landlord Between A Certain Period?
• Section 23 (18) Landlord Income Report
• Non Resident Landlord Scheme (NRL6)
• Non Resident Landlord Report
• See all 12 articles

PropertyFile, Ravensworth & other services

HomeTrack

• Using Hometrack

Jupix carousel

• Downloading the Jupix rolling screen
• Installing the Jupix rolling screen
• Configuring the Jupix rolling screen application

PropertyFile

• PropertyFile Lite
• PropertyFile Plus

Ravensworth Instant Print

• How do I enable/disable Ravensworth Instant Print Applicant for users?
• No One In The Office Can Order Prints From Ravensworth
• Why Can't I Order Prints from Ravensworth?

Rightmove Landlord and Tenant Service - Tenant Referencing

• Rightmove Landlord and Tenant Service - Tenant Referencing

The Letting Centre

• The Letting Centre Forms and Agreements 2021
• Opening The Letting Centre documents
• Changes to The Letting Centre forms (2021+)

Release Notes & Legislation

Jupix Release Notes

• Release Notes

Legislation

• Electrical Safety Standards
• GDPR
• Making Tax Digital (MTD)
• National Trading Standards listing changes

New to Jupix

Start your Jupix journey

• My Account
• The migration process
• Welcome to Jupix
• Jupix training
• Accounts training module
• Onsite training syllabuses
• Post training and migration survey
• Advise your portal and website hosts
• See all 9 articles

Accounts go live & opening balances

• Accounts practice - a guide on what to do
• Guide to the accounts go live process
• Assigning properties to ledgers
• A ledger reset
• Opening Balances
• Opening balances user guide
• See all 8 articles

System requirements & dashboards

• Using Jupix with Microsoft Edge
• Apple Mac compatibility with Jupix
• Making your Jupix screen bigger or smaller
• Adding a Jupix shortcut to your desktop
• Jupix Configuration File
• Jupix not popping up when logging in
• See all 18 articles

Useful information

Announcements

• Upgrade to Alto with our new migration experience

Account settings

• Updating your Jupix user account
• Why does the Dashboard show different offices?
• Change email address on a Jupix user account
• Change the office address on your Jupix account
• How do I get more space on my browser to view Jupix?

Complaints Procedure

• Complaints Procedure

Jupix Terminology

• Jupix terminology and icon guide

Trust & Safety

• How Do I Stay Safe Online?