Blogs Resources and Insights
Our team of experts and partners delivers the latest insights and best practices for mastering commercial real estate with QuickBooks.
Topics: Platform Configuration & Settings
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The STRATAFOLIO AI Assistant is your built-in helper inside STRATAFOLIO. It answers questions about the platform, guides you through tasks
- More KB About: AI assistant, support, ticket
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STRATAFOLIO uses consistent terminology across its platform to help you navigate, manage, and report on your commercial real estate portfolio.
- More KB About: glossary, stratafolio, terms
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About STRATAFOLIO This is the all-in-one guide to the STRATAFOLIO platform. STRATAFOLIO is a cloud-based asset management tool built for
- More KB About: KB Portfolio, Navigation
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Your STRATAFOLIO profile allow you to manage important security features like your password and two-factor authentication (2FA/MFA). Both of these
- More KB About: Account
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Jennifer Clarke
STRATAFOLIO uses a single, centralized location for all contacts, so you never have to search in multiple places to find
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Uriel Barillas
In STRATAFOLIO, records must be managed carefully to keep your portfolio data accurate. Certain records, like contacts, are tied to
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Jeri Frank
Tracking repairs and maintenance requests is a necessary component of managing any real estate portfolio. With STRATAFOLIO, you are able
- More KB About: Job Types, Property Manager, User Access, Work Orders
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Jennifer Clarke
With STRATAFOLIO, admins can add unlimited users to their organization at no additional cost. Security is one of our highest
- More KB About: Administrator, Change User, Delete, Investors, Maintenance, Manager, Property Manager, Reader, User Access
