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Training

Streamline property management with workflows, document handling, automation events, and financial statements. Manage tenants, units, tenancies, and property types efficiently.

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Training

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  1. Training Workflows

  2. Hierarchy Property flow Business types & available statements Nominal codes Add tenancy flow Applicant, tenancy & unit flow Document flow Checklists & automation Automation events and actions Tenant issue flow Xero/Quickbooks flow Gocardless flow

  3. Hierarchy Property Unit 1 Unit 3 Unit 2 Tenancies Tenancies Tenancies

  4. Property flow Property with single unit Property with multi units Add property type Add property details Owner Required certificates Do you manage Y/N Add unit/s Unit type Unit ref Agent Assigned manager Add tenancy

  5. Business types & available statements Analysis (nominal) codes Direct Rent Rent Charge Tenant Statement Contractor Statement Owner Statement £ Rent Receipt £ Rent invoice £ Job invoice £ job receipt £ Fees £ Rent Receipt £ Other costs £ Other costs £ Balance £ Balance £ Balance

  6. Analysis (nominal) codes Statement Payments Charges Invoice to be paid £(Debit) Credit to be applied Receive money -£(Credit) £(Credit) Pay money - £(Debit) £ Balance Remittance

  7. Add Tenancy flow 1 Step 1 Tenancy type Contract type Contract type Letting agent Tenancy status No of tenants Reg deposit Y/N Rent frequency Step 2 Bank details Rent amount Reg deposit Split rent Y/N Any other recurring charges payable by the tenant 2 Tenant details Step 3 Recurring rent 3 Any one off transactions payable by tenant or owner 4 Any recurring payable by the owner Step 4 1 Ensure the correct status is chosen Ensure the correct analysis code is applicable – Rent charge or Direct rent 2 3 Includes reg deposit and any other one off items – This is the move in transactions 4 Includes management fees payable by owner

  8. Portal Manual Website Webform Automation Applicant Unavailable Automation Automation Viewing Prospective tenancy Automation Approved tenancy Available Automation Automation Expiring tenancy Current tenancy Automation Under Offer Ending tenancy Periodic tenancy Automation Past tenancy Let Automation

  9. Checklists & automation Email tenant terms of tenancy Email applicant form Enter reservation fee Email receipt Email owner tenancy details Credit check tenant Full reference Get contracts digitally signed Email tenant ref passed Email tenant ref failed Email owner ref Passed Email owner ref failed Ensure move in statement sent Ensure move in funds received Update status to approved or rejected Prospective tenancy Check list Complimentary checklist to download Approve tenancy Check list

  10. Automation – Events & actions Event Add Prospective tenancy Step 1 Step 2 Step 3 Step 4 Actions Email owner details of prospective tenancy Email tenancy terms + applicant form link Task with checklist

  11. Document flow Document types Upload document Attached Workorder Transaction Task Tenancy Property Unit Applicant Share with Detach Un-share Delete Master directory Owner Tenants

  12. Tenant issue flow Tenant raises an issue Suggested Solution Issue solved Issue not solved Automation Task Created Automation Automation Automation Automation Task cancelled Task Completed Task in progress Automation Automation Cancelled workorder Created workorder Reallocate workorder Automation Automation Contractor rejects job Contractor invited

  13. Automation Contractor accepts job Automation Automation Quoted Job Live Job Automation Automation Quoted issue Contractor completes job Automation Automation Automation Owner approval Property Manager approval Manager signs off job Automation Automation Automation Owner rejects Owner accepts Workorder completed Automation Property manager Re- opens workorder

  14. Xero/Quickbooks animation £££Online Banking Receipts Remittances Invoices Reconciled Receipts All Invoices Remittances Remittances Invoices Invoices Remittances

  15. GoCardless animation £ amount charged to tenant account £ Rent Invoice £ Direct Debit £ Amount paid to customer account Bank feed Tenant CLIENT BANK ACCOUNT

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