Property management
76 articles
Anti-money Laundering (AML) checks
Properties - Advanced filtering options
Properties - Accessing the property overview
Lettings - Property statuses
General system - FAQs
Properties - Viewing information for past properties
Properties - Unable to archive a property
Properties - Using secondary statuses
Properties - Changing a property from Managed let to Let only
Properties - Copying a lettings property
Properties - Adding a commercial property
Properties - Adding an HMO property
Properties - Archiving a property, viewing archived properties and unarchiving a property
Properties - Setting the management fee for a property
Properties - Unable to locate a property
Properties - Adding a new property record
Properties - Updating a property record
Grouped Properties - Creating and viewing Room groups
Safety certificates - Instructing a first certificate (where a property has yet to be assessed for a specific certificate)
Safety certificates - Viewing all certificates for one property
Safety certificates - Tracking safety certificate expiry dates
Safety Certificates - FAQs
Safety certificates - Editing a certificate
Safety certificates - Completing a certificate (where the agent does not need to renew it)
Safety certificates - Why do I have the option to set certificate start dates two months into the future?
Safety certificates - Using the certificate audit page
Safety certificates - All certificates page
Safety certificates - Adding a new certificate
Safety certificates - Renewing a safety certificate
Safety certificates - Instructing the renewal of a certificate
Viewings - Sending a viewing reminder
Viewings - Adding a viewing
Viewing feedback - Adding contact/private notes
Viewing feedback - Tracking feedback not sent to the owner
Viewing feedback - Adding viewing feedback and sending feedback to owner
Viewings - Scheduled SMS viewing reminders
Viewings - Completing/cancelling a viewing
Viewing feedback - Requesting and tracking viewing feedback
Viewings - Adding a viewing preferences note
Viewings - Viewing API form
Maintenance - Adding a new contractor service/maintenance category
Maintenance - Adding, viewing and deleting maintenance notes
Maintenance - Re-sending a work order
Maintenance - FAQs
Maintenance - Managing maintenance reports
Maintenance - Maintenance reporting API form
Maintenance - Landlord authorisation limit
Maintenance - Adding and uploading a quotation
Maintenance - Completing or cancelling a report
Maintenance - Adding maintenance reports
Maintenance - Raising and viewing generated work orders
Guaranteed rent - Setting up a guaranteed rent property
Guaranteed rent - Renewing a landlord contract
Guaranteed rent - Landlord registration number
Guaranteed rent - Ending a landlord contract
Guaranteed rent - Tracking upcoming landlord contract renewals
Guaranteed rent - Creating void and margin reports