Certificate management screen for property management

Owned by Fiona Wilson, created
Last updated: Feb 07, 2023
2 min read

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:

  • Click Certificates to display Appliances, Insurance & Safety

  • Click Certificate Responsibility
    From AgencyCloud 12.143-12.159 - this option is displayed as Certificate Responsibility Management and is shown at the bottom of this screen

2. Certificate management screen settings

Each certificate type is listed

If a certificate type is required, to the right of the relevant certificate type:

  • Ensure Not Required is unticked

  • If it is to be managed by the landlord, select Managed By Landlord

  • If it is to be managed by the agent (or another), set to Managed By Agent
    This setting is available from AgencyCloud 12.147+, for versions 12.143-46, leave set to Not Set

If a certificate type is not required, to the right of the relevant certificate type:

  • Tick Not Required
    The other options to the right are greyed out as they are not applicable

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