UpperBee Updates and News – May 2025
May 8, 2025 | Client Success, Gestion Immobilière, Innovation, Logiciel de gestion, News, Nouveautés, Property Management, Software, Updates | Condo, Manager, Rental
Here are some of the latest improvements and new features of your UpperBee software, which have just been put online to allow you to better manage your buildings.
Click here for more details.
Multifactor Authentication (2FA)
Protect your sensitive data
Because security is our priority, UpperBee introduces multifactor authentication for its users.
By enabling this option for your employees and clients, you add an essential layer of protection to your user accounts. Once activated, each user will need to configure an authentication app (like Google Authenticator) upon their next login.
A simple solution to prevent unauthorized access and secure your data.
Service Requests
Increased precision
Service request management is evolving to better meet your operational needs.
- Easily identify notes with attachments or linked to a specific stakeholder.
- Better filter requests based on your needs.
- Export notes by department or employee, with a clear distinction between active and inactive employees.
Enhanced tools to analyze, prioritize, and track your actions more effectively.
Claims Files
More interactive notes
Three new features to enrich your claims notes:
- Select a note type for better categorization of information.
- Check a box to automatically trigger invoicing related to the note.
- Update the claim status directly from the note.
Better centralized actions for seamless tracking.
Purchase Orders
Direct access to supplier records
Creating a purchase order and need to verify or modify supplier information?
No need to search elsewhere: a direct link has been added, allowing you to view the supplier record without interrupting your task.
An immediate time-saving feature!
UPPERBEE STRENGTHENS ITS PLATFORM SECURITY WITH
TWO-FACTOR AUTHENTICATION (2FA)
HOW TO ENABLE
TWO-FACTOR AUTHENTICATION (2FA)
To enhance the security of your account, we recommend enabling two-factor authentication (2FA) using an authenticator app (such as Google Authenticator, Microsoft Authenticator, etc.).
Special Charges
Consolidated export of documents
No more wasted time gathering files: you can now generate a single document combining invoices and attachments related to a special charge.
Clearer transmission, simpler process, fewer oversights.
Text Fields
Enhanced identification of individuals
You can now identify individuals using the “@” symbol in a note or minutes.
A valuable feature for quickly identifying mentions of residents, collaborators, or employees and structuring your internal and official communications.
Mail Merge
Simplified template editing
During mail merges, you can now download the generated template, edit it as needed, and then upload it back to the platform.
More flexibility for communications tailored to your brand and messages.
Rental Management
Adding Photos to Units
You can now attach photos with titles and descriptions to rental unit records.
A powerful visual tool for documenting property condition, illustrating features of a unit, or enhancing your interactions with tenants and owners.
Questions? Need assistance?
Our team is here to help you make the most of UpperBee’s new features.
Contact us today to learn more, ask your questions, or schedule a personalized meeting.
