Managed App for Property Managers

Setting up your profile (Property Manager)

It all starts with your personalised profile. Follow the below steps to get started.

Written by Thom Richards
Updated over a week ago

How to delete/remove other owners and tenants (Property Manager)

You can remove secondary or 'other' owners and tenant profiles by following these steps.

Written by Thom Richards
Updated over a week ago

How to swap primary tenants (Property Manager)

Follow these steps to add a new primary tenant on lease

Written by Thom Richards
Updated over a week ago

Sending invitations & checking statuses (Property Manager)

Owners and tenants can only access their profile once you send them an invitation.

Written by Thom Richards
Updated over a week ago

Adding a draft property (Property Manager)

To get started, first you need to create a property in your agency profile.

Written by Thom Richards
Updated over a week ago

Customising/Editing a property profile (Property Manager)

Once the basic profile has been created, you can add more detailed information

Written by Thom Richards
Updated over a week ago

How do I archive a property? (Property Manager)

You can archive an inactive property by following these steps.

Written by Thom Richards
Updated over a week ago

How do I add/update agency fees? (Property Manager)

Management fees, Letting/renewal fees and other charges are set in the Property Profile and auto-created for you

Written by Thom Richards
Updated over a week ago

We sold a property, how do we set up the new owner? (Property Manager)

If you sell a management to a new owner, follow these steps

Written by Thom Richards
Updated over a week ago

How to set gained and lost reasons (Property Manager)

To help understand growth trends, you can nominate reasons for adding or archiving a property.

Written by Thom Richards
Updated over a week ago

Viewing and unarchiving properties (Property Manager)

Agencies can view and unarchive properties in their profiles by actioning the below steps.

Written by Thom Richards
Updated over a week ago

How to add lease information (Property Manager)

You can add a lease by following these simple steps.

Written by Thom Richards
Updated over a week ago

How to edit lease dates (Property Manager)

You can update lease start and lease end dates

Written by Thom Richards
Updated over a week ago

Add an upcoming tenancy (Property Manager)

If you're wanting to take a deposit on a property and the outgoing tenant has not vacated, follow these steps.

Written by Thom Richards
Updated over a week ago

How to activate a lease (Property Manager)

To start processing rental payments you will need to activate the lease. Do this only after a Tenancy Agreement is signed and bond is paid.

Written by Thom Richards
Updated over a week ago

Collecting letting and renewal fees (Property Manager)

You can automatically charge your letting fees, lease renewal or other agency bills when activating a new lease.

Written by Thom Richards
Updated over a week ago

How to integrate with FLK IT OVER (Property Manager)

Managed App has integrated with FLK IT OVER so your agency can save time when creating lease agreements.

Written by Thom Richards
Updated over a week ago

Changing the Frequency of Lease/Rent Payments (Property Manager)

If your tenant wants to change their rental payment frequency, you can set a new lease for them.

Written by Thom Richards
Updated over a week ago

How do I schedule a rent increase or review? (Property Manager)

Have you issued a rent increase or need to review the rent? You can schedule the change in Managed by following these steps.

Written by Thom Richards
Updated over a week ago

How to terminate a lease on Managed (Property Manager)

When it comes time for a tenant to move out, follow these simple steps to terminate the lease and finalise the bond.

Written by Thom Richards
Updated over a week ago

Creating a new task (Property Manager)

You can add a task to any property in your portfolio. Here's how.

Written by Thom Richards
Updated over a week ago

How to customise your task types (Property Manager)

The Action Centre has a list of default tasks however you can tailor your agency's processes by adding new types, categories and statuses.

Written by Thom Richards
Updated over a week ago

Managed Chat: How to use replies (Property Manager)

Managed Chat is here to consolidate communication. You can message users privately or send a blast to everyone who needs an update.

Written by Thom Richards
Updated over a week ago

How do I archive a task? (Property Manager)

If a task was created in error or no longer needed, you can easily archive it.

Written by Thom Richards
Updated over a week ago

Task Followers & Visibility (Property Manager)

The Managed App lets you control task visibility to ensure the right people get the right information, automatically.

Written by Thom Richards
Updated over a week ago

Understanding the Action Centre (Property Manager)

Your Action Centre is a hub for all property management tasks and activities. You can run your day from this simple checklist.

Written by Thom Richards
Updated over a week ago

Using Action Dates (Property Manager)

An action date is a reminder to do something on a certain day.

Written by Thom Richards
Updated over a week ago

Managing your portfolio's Arrears (Property Manager)

If your tenant's rental payment becomes overdue, they are flagged by the system as being in arrears

Written by Thom Richards
Updated over a week ago

Change a task status or mark as complete (Property Manager)

You can skip a task forward or even mark it as complete.

Written by Thom Richards
Updated over a week ago

How to manage your lease renewals (Property Manager)

The app will automatically remind you before a lease expires. Here's how to best manage the process.

Written by Thom Richards
Updated over a week ago

How to set up areas and items (Property Manager)

To start generating reports, you need to build out the property's rooms, areas and items

Written by Thom Richards
Updated over a week ago

Making edits between inspections (Property Manager)

You can make edits to the property's condition between reports. This was you have up-to-date notes when you complete the next inspection.

Written by Thom Richards
Updated over a week ago

Starting and managing inspections (Property Manager)

You can plan, schedule and commence inspections from your Action Centre

Written by Thom Richards
Updated over a week ago

How to complete an Ingoing Report (Property Manager)

When your tenant first moves in, you can now complete their ingoing inspection digitally.

Written by Thom Richards
Updated over a week ago

How to complete a Routine Inspection (Property Manager)

When a routine inspection is due, follow these steps to seamlessly generate a report for your owner

Written by Thom Richards
Updated over a week ago

How to complete an Outgoing Report (Property Manager)

When your tenant vacates, follow these steps to complete the outgoing report.

Written by Thom Richards
Updated over a week ago

How to schedule a routine inspection in NSW, VIC or WA (Property Manager)

Your routine inspections are automatically created for you, you just need to schedule them.

Written by Thom Richards
Updated over a week ago

How to schedule a routine inspection in QLD (Property Manager)

Your routine inspections are automatically created for you, you just need to schedule them.

Written by Thom Richards
Updated over a week ago

How to add a commercial property (Property Manager)

Change the property type on the Add a Property screen to enable commercial functionality.

Written by Thom Richards
Updated over a week ago

How to add a commercial lease (Property Manager)

Follow these steps to add a commercial lease and send recurring tenant invoices.

Written by Thom Richards
Updated over a week ago

What does an Outgoings Invoice look like? (Property Manager)

This is an example of a monthly outgoings invoice.

Written by Thom Richards
Updated over a week ago

How to use Billie (Property Manager)

Billie is our simple & efficient invoice processing tool.

Written by Thom Richards
Updated over a week ago

How to pay a BPAY bill (Property Manager)

If you pay expenses on behalf of a landlord, chances are you have to pay their bills via BPAY. This is how to process them.

Written by Thom Richards
Updated over a week ago

How to send an invoice to a tenant (Property Manager)

If you have an invoice payable by the tenant, follow these steps.

Written by Thom Richards
Updated over a week ago

Adding a bill via the property task tab (Property Manager)

If you need the agency to make a payment to an owner, tenant or creditor follow these simple steps

Written by Thom Richards
Updated over a week ago

How maintenance requests are lodged

Maintenance requests can be lodged by tenants, owners or PMs and will be added to the Action Centre.

Written by Thom Richards
Updated over a week ago

How the Managed Marketplace works

The Managed App Marketplace is a shared list of tradies that service all the agencies powered by the Managed App.

Written by Thom Richards
Updated over a week ago

Actioning maintenance requests

When a maintenance request is lodged, it appears in your Action Centre ready for you to commence the workflow.

Written by Thom Richards
Updated over a week ago

Sending a work order to a tradie

You can send Work Orders to a tradie straight from the maintenance request in your action centre.

Written by Thom Richards
Updated over a week ago

Requesting quotes from tradies

You can request, manage and approve quotes from the maintenance request in your action centre.

Written by Thom Richards
Updated over a week ago

Managing and approving quotes

You can manage all your quotes and even prompt your owner to review them from within a job.

Written by Thom Richards
Updated over a week ago

Completing jobs and paying a tradie

You can pay tradies directly from the maintenance task and once the payment is complete, the request will close itself automatically.

Written by Thom Richards
Updated over a week ago

How to refund a tradie

Sometimes you might need to refund a tradie the Managed app Fee they were charged. Here's the fast way to do it,

Written by Thom Richards
Updated over a week ago

How to enable EFT payments for a tenant

If your tenant would like to pay via bank transfer, you can generate a unique BSB and Account Number for them to pay their wallet.

Written by Thom Richards
Updated over a week ago

How do I add my owner's bank details?

If one of your owners does not have access to internet/email, then you can add their bank details on their behalf by following these steps.

Written by Thom Richards
Updated over a week ago

How EOFY works on Managed App

Managed App automates income and expenditure statements for your owners

Written by Thom Richards
Updated over a week ago

How to change an owner's payout frequency

Owners can choose when their rental income is paid to their account by simply updating their disbursement settings.

Written by Thom Richards
Updated over a week ago

How to remove tradie fees

If you need to pay a maintenance invoice in full, you can have the tradie fee portion paid by the agency.

Written by Thom Richards
Updated over a week ago

How payments work in the Managed App

The Managed App is the only fully-automated payment that eliminates the need for a trust account.

Written by Thom Richards
Updated over a week ago

Owner FAQs about how payments work

Your owners have a lot more control over their payments and cashflow with our app. Here are some FAQs to help explain the major benefits

Written by Thom Richards
Updated over a week ago

Understanding the transactions tab

The Transactions tab is a chronological log of all payments (credits and debits) for a property that can be accessed any time, anywhere.

Written by Thom Richards
Updated over a week ago

How to generate an owner statement

Each property has a Live Statement which is a real time report for all income and expenditure.

Written by Thom Richards
Updated over a week ago

Smart Wallet

If your owner prefers to pay their expenses from rental income rather than a credit card, they can utilise the Smart Wallet.

Written by Thom Richards
Updated over a week ago

Understanding wallet reconciliations

Learn how our app automatically reconciles wallet amounts to rent or bills.

Written by Thom Richards
Updated over a week ago

Requesting a tenant deposit

Your tenants can pay their deposit to secure a property via the app.

Written by Thom Richards
Updated over a week ago

How do I give a rental credit?

Do you need to add a credit or change a rental amount? Follow these simple steps.

Written by Thom Richards
Updated over a week ago

Tenant Pay-in reports

Often tenants make part payments or transfer odd amounts into their wallet. You can now see a pay-in history.

Written by Thom Richards
Updated over a week ago

Using your trust account with Managed App

We're all about flexibility and sometimes you need to accept payments from 3rd parties that might not use BPAY, Direct Debit or Credit Card.

Written by Thom Richards
Updated over a week ago

Part payments and tenant wallet balance

You cannot partially pay an upcoming payment. Follow these steps to reconcile an odd amount by tweaking the upcoming amount

Written by Thom Richards
Updated over a week ago

How to generate a tenant ledger

Tenants can access their ledger in their profile but if you need a copy, you can find it here...

Written by Thom Richards
Updated over a week ago

How to remove a credit or payment

You can remove a rental credit or a payment on the transations tab.

Written by Thom Richards
Updated over a week ago

How to pay a tradie

One a job has been completed, you can pay a tradie on the spot. Here's how.

Written by Thom Richards
Updated over a week ago

How agency fees are processed

All the different fees your agency collects are entered in the property profile and processed via the app

Written by Thom Richards
Updated over a week ago

Making a bond claim - QLD

Follow these steps if you need to make a bond claim on behalf of your landlord.

Written by Thom Richards
Updated over a week ago

Lodging a bond - QLD

Tenants in QLD can lodge the bond directly to the RTA.

Written by Thom Richards
Updated over a week ago

Lodging a bond - NSW

Tenants in NSW can lodge the bond directly to the RBO.

Written by Thom Richards
Updated over a week ago

Making a bond claim - NSW

Follow these steps if you need to make a bond claim on behalf of your landlord.

Written by Thom Richards
Updated over a week ago

Lodging a bond - VIC, WA

Unfortunately some states are still a bit backwards and you can only lodge a bond via direct debit. Here is how it works in the Managed App.

Written by Thom Richards
Updated over a week ago

Making a bond claim - VIC

Follow these steps to make a bond claim on behalf of your landlord.

Written by Thom Richards
Updated over a week ago