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Getting started / quick guide - for sales, lettings & property management
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Reapit CRM (desktop)
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Sales & Lettings/Rentals
Accounts
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Identify internal client accounts assistant as a relationship on lettings property - configuration option
Client/Trust Accounts daily processes overview
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Tenants
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Tenancy role types
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Creating a tenant statement
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Change of tenant (UK only)
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Rent due up until the tenant vacates/tenancy end date
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Tenant repayment / refund
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Tenancy payments report (print receipts report)
Configuration options (tenant)
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Prevent access to tenant repayments screen - configuration option
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Arranging tenancy protected fields - configuration option
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Prevent changing tenancy type - configuration option
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Trust Accounts frequently asked questions (APAC only)
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Tenants
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Configuration options (tenant)
Summarize
Configuration options (tenant)
Fiona Hardy
Owned by
Fiona Hardy
Last updated:
Jun 22, 2022
1 min read
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Fiona Hardy