A quick overview of the entire system

KPIs, configuration, users and groups, targets, automation, and more

Booking an appointment for a valuation, market price check

Preparing your property to publish on your website and portals

How to create and publish virtual tours

Matching applicants with properties, managing viewings, offers and more

How to setup and send post viewings feedback emails automatically

Sales progression once the solicitors are instructed

Tenant application, referencing, holding fee and utilities management

Creation of a tenancy, e-signing tenancy contract, collection initial of rent and deposit to landlord statement and payment

Setting up a retrospective tenancy

Create a scheduled inspection or an inventory

Suppliers, contractors, job sheets, work orders and maintenance

Deposit, check out inventory and termination of tenancy

The deposit workflow, broken down as a manual process

A quick introduction to the accounts section

If there is one tutorial you must watch, it's this one! The key workflow from receiving rent, to paying landlords

Apply a charge against a client's account

Invoicing

Demand payment without affecting your Profit and Loss or VAT

A credit note is the reverse entry of an invoice/charge

Correcting accounts errors

Rent, deposit, client and bank opening balances

Bank reconciliation

Submitting VAT returns via Making Tax Digital

Landlord float account to set money aside for repairs before the rent comes in

Record a cash expense such as Travel, Stationary, etc.

Company expenses from suppliers

Rent to rent or sub-lets