Certificate management screen for property management
This guide has been reviewed against our global client base and classed as relevant to all regions
From AgencyCloud 12.143+, a certificate management screen has been implemented on a lettings/rentals property which provides the option to identify, for each certificate type, whether it is required
When a certificate is required, it also identifies whether the landlord is responsible for it
Prior to this, with the exception of gas/electric, the ability to specify that a certificate is managed by the landlord was available, but there wasn’t the ability to say that a certificate type is not required
1. Access certificate management screen From a lettings property, in the attributes panel:
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2. Certificate management screen settings Each certificate type is listed If a certificate type is required, to the right of the relevant certificate type:
If a certificate type is not required, to the right of the relevant certificate type:
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When a certificate type is marked as ‘not required’ it will not appear in any certificate-related options on the Property Management panel on the Organiser
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