How to use Web2CRM

Web2CRM takes information submitted on a form online and creates a service ticket in Rent Manager.

Many property management firms have custom forms on their website for various purposes. For example, 

  1. Service Request Forms
  2. Maintenance Forms
  3. Collection Information Forms
  4. PAP Pre-Authorized Payment Bank Void Cheque
  5. Intercom, FOB, & Tag Registrations
  6. Strata/Condo Owner Update Form
  7. Marina Slip Application Form
  8. Pet Application
  9. Parking Application
  10. Elevator Reservation
  11. Special Assessment Payment
  12. Fine Payment
  13. Renovation Requests
  14. Tenant Undertaking Form
  15. Amenity Reservations

With the magic of two lines of code in your form, your residents will submit information directly to Rent Manager as a Service Issue.

Note the action of the form is to be submitted to our servers on the Microsoft Azure platform. We take the data from the fields and parse it; we look up the email address of the sender, find them in Rent Manager (including unit and property), and map the details of the email to the service ticket.

In the hidden input field, MAKE SURE value=”” 

… is value=”YourRentManagerCorpID”.   

So, for example, if your Corp ID was ABCXYZ, then the magic two lines of code would be:

<form action="https://rent-manager.azurewebsites.net/api/Form2Ticket" method="post">
<input type=”hidden” id=”clientID” name=”clientID” value=”ABCXYZ”>

The following is example of a simple form you could embed on your website. Note that if you stick to using id’s and name’s that are in this example, then Web2CRM will work better. 

For example, and most importantly, the email field is extremely important to have the id and name set as “email”; Aargh Software keys of this field to find the person in Rent Manager. 

Click here to download this template for an easy HTML form (text .RTF format).

Aargh’s Web2CRM works with HTML forms on your website, Google Forms, Microsoft Forms, Jotforms, and virtually every other form technology on the Internet that uses a [Submit] button.

To work with whatever form platform you’re using, all you need to remember is your two magic lines of code!