Help › Quick reference
Quick reference
Status chips at a glance
| Where | Chips | See |
|---|---|---|
| Compliance | Not recorded Overdue Due Up to date | The register |
| Cylinders | No service recorded Overdue Due soon Compliant | Service status |
| Cylinders | Needs checking: sent in by a leaseholder | Checking certificates sent in by leaseholders |
| PEEP | Agreed / Not agreed (statement); Not shared: no consent | The PEEP page |
| Flats | Let · Owner-occupied · Protected · Not protected | The flat page |
| Issues | New In progress Waiting on third party Resolved Closed – no action | Status, waiting and follow-up dates |
| Issues | Urgent · Normal · Low (priority) | Creating an issue |
| Emails | Draft · Sent · Failed; Newsletter · Company notice | Reading the results |
| People | Bounced · Unsubscribed · Spam report | A person’s email status |
| Reminders | On · Paused | Checking and turning a reminder on |
| Polls | Open · Closed; open or secret ballot | Sharing and following a poll |
| Users | Active · Setup link sent · Not set up · Locked | The users list |
Common tasks
| I want to… | Go to |
|---|---|
| See what needs attention | Overview (see Recent issues and what’s due) |
| Add a new leaseholder after a sale | Record the old one as moved out (see Moved out and deleting), then add the new one (see Adding a leaseholder) |
| Add a tenant | Flat page › Add tenant (see Tenants) |
| File an email I’ve sent | BCC a dropbox address (see How the dropbox works) |
| Record a fire risk assessment or lift inspection | Compliance › Register › the item › Record a check (see Recording a check) |
| Record a cylinder service | Flat page › Add service (see Adding a service) |
| Record someone who needs help to evacuate | Flat page › Add a person (see Recording a person) |
| Update the secure information box | PEEP › Fire service information (PDF) (see Fire service information (PDF)) |
| Record a deed of certificate | Flat page › BSA 2022 protection › Change (see Recording a flat’s protection) |
| Log a resident’s complaint | Issues › New issue (see Creating an issue) |
| Chase something we’re waiting on | Waiting on third party with a follow-up date (see Status, waiting and follow-up dates) |
| Tell a reporter what’s happened | Add update ▾ … and email reporter (see Emailing the reporters) |
| Send the newsletter | Email › New email (Creating an email and Sending) |
| Ask leaseholders to vote | Polls › New poll (see Creating a poll) |
| Keep the insurance certificate | Documents › Upload document (see Uploading a document) |
| Restore something deleted by mistake | History › Record changes › Undo (see Record changes and undo) |
| Give the managing agent access | Users › Add user, role Property Manager (see Adding a user) |
| Help someone who lost their phone | Users › their page › Reset password & 2FA (see Changing a user, or resetting their login) |
Getting help
For questions about your building’s dashboard, contact your RTM company’s directors. If something isn’t working as described here, they can raise it with blocsmart.
These pages describe blocsmart version 1.33.1 (8 Nov 2026). To see what has changed since, open the change log (see The change log). Screenshots use made-up names, addresses and documents.