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Getting started / quick guide - for sales, lettings & property management
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Sales & Lettings/Rentals
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Developments, new homes, land
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Lettings specific
•
Property Management Organiser panel
Pre-tenancy & end of tenancy
Certificates & appliances
Certificates
•
Add a certificate
•
Reporting on expired/expiring certificates
•
Landlord notes & property notes in certificates grid
•
Certificate current supplier shown in grid
Certificate management
•
Indicate certificates managed by landlord
•
Certificate management screen for property management
•
Certificate management screen update - managed by agent option
•
Certificates grid displays certificate responsibility in one column
•
Certificate responsibility enhancements
Configuration options (certificates)
Appliances (property management)
Arrears (property management)
Property inspections (property management)
Tenancy alterations & renewals/extensions (property management)
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Tenancy
Configuration options (lettings specific)
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Knowledge Base
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Certificates
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Certificate management
Summarize
Certificate management
Fiona Hardy
Owned by
Fiona Hardy
Last updated:
May 23, 2024
1 min read
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Fiona Hardy