Yardi Kube

System Setup

Templates

Creating a custom credit note template

You can create system and property custom invoice and contract templates. System templates are used for all of your properties, and property templates are only used at the property you upload them at. Once you upload a property custom template, Kube uses that template instead of the system template. This section describes tasks you can complete to create custom invoice and contract templates.

Invoice and Contract Templates

Custom Fields

Customizing advanced tour book a tour form custom fields

Customizing advanced tour outcome form custom fields

Advanced Tour Custom Fields

Updating the Webchat interface status in the Prospect Portal

Customizing the Sales Agent Webchat

Sales Agent email address management

Sales Agent AI prompts

Sales Agent default lead property

Sales Agent introduction

Sales Agent SMS phone number management

Sales Agent Voice phone number management

Kube AI

Self-renewal configurations

Viewing self-renewal configurations

Contract eligibility rules for self-renewals

Self-renewal visibility timings

Managing available terms for self-renewals

How self-renewal configurations are applied

Setting self-renewal settings

Self-Renewals

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