Managing Daily Activities

Course Overview

This Basic Training Course provides clients with an understanding of core PropertyBoss concepts and features related to the management of transactions. Taught in a one-on-one web based format, the course is designed to enable clients to develop an understanding of how to setup transactions, post charges, record tenant payments, create account payables and pay owners.

Course Outline

Move-In Process (Including Prospects)

• Moving a New Tenant Into a Property or Unit
• Moving a Prospect Into a Property or Unit
• Managing the Make-Ready Process

Move-Out Process

• Determining Effective Dates
• Executing a Move Out
• Accessing Past Leases

Renewals

• Renewing Leasing
• Viewing Renewal History
• Changing Lease Amounts

Transfers

• Transferring Tenants
• Entering Required Information
• Move Lease to Another Unit

Making Properties/Units Inactive

• Making Properties and Units Inactive
• Viewing Inactive Properties and Units
• Reactivating Properties and Units

Lease/Owner Statements

• Defining Owner Statement Information
• Defining Lease Statement Information
• Printing Statements

Course ID: SvcWeb13

This Basic Training Course provides clients with an understanding of core PropertyBoss concepts and features related to the management of transactions. Taught in a one-on-one web based format, the course is designed to enable clients to develop an understanding of how to setup transactions, post charges, record tenant payments, create account payables and pay owners.