Setting Up PropertyBoss

This Basic Training Course provides clients with an understanding of core PropertyBoss concepts and features. Taught in a one-on-one web based format, the course is designed to enable clients to enter all their properties and units, create owners, tenants, and leases, and determine a "Go-Live" date. The course will also cover entering starting balances for both leases and owners.

Course Outline

Properties and Units

• Creating and Editing Properties and Units
• Entering Property Information
• Entering Owner Information for the Property
• Entering Repeating Charges
• Entering Default Information

Leases

• Creating and Editing Leases
• Entering Start and End Dates
• Entering Rent Amount
• Entering Other Charges, Late Fees, Details
• Entering Tenant Information
• Entering Other Information

Owners

• Creating and Editing Owners
• Entering Owner Information
• Viewing Other Owner Information

Tenants

• Creating and Editing Tenants
• Entering Tenant Information
• Viewing History

Enter Starting Balances

• Determining the "Go-Live" Date
• Entering Starting Balances for Leases
• Entering Starting Balances for Owners

Course ID: SvcWeb11

This Basic Training Course provides clients with an understanding of core PropertyBoss concepts and features. Taught in a one-on-one web based format, the course is designed to enable clients to enter all their properties and units, create owners, tenants, and leases, and determine a "Go-Live" date. The course will also cover entering starting balances for both leases and owners.