A.
'Property Details' 1.
Details 2.
Marketing 3.
Tenancies a.
Tenancy Details b.
Add Tenancy 4.
Meter Readings 5.
DocumentsB.
'Add property'
Property Details
In this section you can input all the available property details. This section has again been divided into Three parts 1.Details
2.Insurance Details
3.Private Note(if any)
Details
This section is devided into two parts i.e Basic Details and Management Details. But in the Landlord edition you will get only Basic Details part.
1.
Basic Details- In this section you can input your own reference no., Name of the property, Name of Landlord,And tenure like Leasehold or freehold etc.
2.
Management details - In this section you can enter the Branch name of the particular property and the assigned staff name for that property.
Marketing
This section has been developed to give you the opportunity to describe the unique features of your property.
This section is divided into
1.
Property Information - In this section you can choose for what you are advertising your property (Selling or letting). You can give the basic details about Number of bedrooms,bathrooms etc. You can add your selling or letting details. You also can choose what are the Amenities you are providing like garden, swimming pool etc.
2.
Address and map- In this section you can enter address details and correct the location of your property on the map.
3.
Pictures- Here you can upload as many pictures as you want. You can upload single file or mutiple files.
4.
Floor Plans - Here you can upload your peroperty floor plan.
5.
Detailed descriptions - If you wish to give any detailed description of your property you can write about your property in this particular section.
Tenancies
This section is show the details about Tenacies. This section is divided in two main part Add a New Tenant and Exsisting Tenancy details.
Tenancy Details
This section will you show you whether you have taken rent or not, agreement is signed or not, whether the check in task is complete. In a word what is the status of Tenancy.
If you want to Renew the Tenancy you can do it in this section. In that case the system will make a new agreement and deposit will be carried forward(if any). Below is given a demo page for your help-
If you want to end the agreement that also you can do. And to end it successfully you need to complete the checkout task. Once it is complete then your agreement is ended successfully.
Add Tenancy
Step-1 To create Tenancy agreement go to Property section. Then choose the desired property. If it is a Standalone property then click on the
Tenancies tab. If it is a Block/ HMO then first choose the property and then Click on the
Unit Details tab. Choose the unit for which you want to make Agreement. Take a look at the demo page -
Step-2
After choosing property now click on the Add Tenancy button. The avobe page will open. You can add new tenant or if you have already added tenant then you select the desired one from the dropdown list. In this page one important thing is Deposit section. Here you can choose any one from the given options. Remember after signing Agreement you can not change the details.
Then click on the Create Tenancy button. You have successfully created Tenancy.
Step - 3Third task of the Tenancy is to take Deposit. To do so you will get a page after creating Tenancy. On the right side of the page there is a button called
Take Deposit. Click on it.
Have a look at the demo page-
After taking the deposit you need to check whether the Agreement is signed. If the agreement is signed then choose the date on which agreement is signed and click on the Button called
Mark Agreement Signed. Demo page is shown below.
Step- 4 After signing the agreement you will go to the next step. To collect the rent, click on the button 'Receive Rent' on the right side of the page. Check the below page-
Meter Reading
To add meter reading select property for what you want to add Meter reading. Then click on the
Meter Reading tab. Select the Teanacy agreement and from the drop down list
select the Meter type you want to add. Add the Reading value, Date,Notes. Click on the Add Meter Reading tab. Your Meter Reading is successfully added.
Documents
If you want to upload any document you can upload them. You can give Document name and description.
Add Property
Step 1-
To add property go to the 'Property' section. Then Click on 'Add Property'. There you get Three options which is shown below-
Step -2
Here you can choose the type of property you want to add. If you choose to add Standalone Property click on the button and you will get a page which is shown below. There you can fill up the details about the property what you are adding. Save the page and your property is successfully added
Step-3
If you want to add a number of Block or House in Multiple Occupency choose the second option or third option respectively. There you will get the below shown page. If you are adding for first time then choose the first option on that page or if you are adding new units to the existing HMO/Block then choose the second option on that page. Then click next button.
Step-4
After that you will enter into the property details page. Here you enter the details of that particuler property. And you can also assign the property to a particular Branch and its
Branch staff (i.e Branch manager or any staff of that particular Branch). Then click on the Next button.
Step - 5
After that you enter into the Type of Property page where you can choose the Unit type you desire to add(i.e House no. Flat no. Bay no. etc.). Then you choose the unit number (i.e 1-9, 23-43 etc.). If you wish you can choose suffix also like 1a,1b. Remember if you are choosing two suffix and you given unit as 1-5, then it will create 10 properties like-
1a,1b,2a,2b......
The demo page is shown below-
Step- 6
Then you will get the confirmation page. Click on the Finish button and your properties are successfully added. See the demo page below-
