Skip to end of metadata
Go to start of metadata
You are viewing an old version of this content. View the current version.
Compare with Current
View Version History
« Previous
Version 3
Next »
Sales & Lettings
Click for content guides
| Title | Creator | Modified |
|---|
| Prepare a property for marketing | Fiona Hardy | Jan 21, 2025 | |
| Offers - adding, updating, rejecting & withdrawing | Fiona Hardy | Jan 13, 2025 | |
| Add an applicant | Fiona Hardy | Aug 28, 2024 | |
| Produce Memorandum of Sale (MOS) | Fiona Hardy | Jul 16, 2024 | |
| Using the sales progress screen | Fiona Hardy | Jul 16, 2024 | |
| Managing the chain | Fiona Hardy | Jul 16, 2024 | |
| Matching (property to applicants & applicant to properties) | Fiona Hardy | Mar 19, 2024 | |
| Book a viewing & send email/SMS confirmation | Fiona Hardy | Oct 18, 2023 | |
| Add a property & book a market appraisal | Fiona Hardy | Oct 16, 2023 | |
| Exchange & completion process | Fiona Hardy | Feb 27, 2023 | |
| Add a lettings offer & the tenancy screen | Fiona Hardy | Sept 29, 2022 | |
Sales specific
Click for content guides
| Title | Creator | Modified |
|---|
| No content found. |
Lettings specific
Click for content guides
| Title | Creator | Modified |
|---|
| No content found. |
Property Management
Click for content guides
| Title | Creator | Modified |
|---|
| Book initial & future property inspections | Fiona Hardy | Feb 06, 2025 | |
| Locate & chase works orders | Fiona Hardy | Dec 24, 2024 | |
| Create a new works order | Fiona Hardy | Dec 24, 2024 | |
| End of tenancy | Fiona Hardy | Dec 05, 2024 | |
| Pre-tenancy & move in processes | Fiona Hardy | Sept 20, 2024 | |
| Complete a works order - including posting/authorising supplier invoices | Fiona Hardy | Jun 11, 2024 | |
| Tenancy alterations & renewals/extensions | Fiona Hardy | May 30, 2024 | |
| Add a supplier/company record | Fiona Hardy | Oct 23, 2023 | |
| Property Management Organiser panel | Fiona Hardy | Sept 11, 2023 | |
| Set up landlord preferred suppliers | Fiona Hardy | Feb 08, 2023 | |
| Add a certificate | Fiona Hardy | Feb 07, 2023 | |
| Chase arrears (report on tenant or landlord debt) | Fiona Hardy | Jan 27, 2023 | |
| Appliances | Fiona Hardy | Jan 20, 2023 | |
