Managed App for Property Managers

The 'How to Managed' Guide for Property Managers

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69 articles in this collection
Written by Thom Richards
Managing Properties & Tenancies

Configure the lease

You can configure a lease by adding automation for key tasks, inviting other tenants and also attaching documents.
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Written by Thom Richards
Updated over a week ago

How to set gained and lost reasons

To help understand growth trends, you can nominate reasons for adding or archiving a property.
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Written by Thom Richards
Updated over a week ago

How to delete/remove other owners and tenants

You can remove secondary or 'other' owners and tenant profiles by following these steps.
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Written by Thom Richards
Updated over a week ago

How to manage your lease renewals

The app will automatically remind you before a lease expires. Here's how to best manage the process.
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Written by Thom Richards
Updated over a week ago

Changing the Frequency of Lease/Rent Payments

If your tenant wants to change their rental payment frequency, you can set a new lease for them.
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Written by Thom Richards
Updated over a week ago

How to schedule a routine inspection (NSW, VIC, WA)

Your routine inspections are automatically created for you, you just need to schedule them.
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Written by Thom Richards
Updated over a week ago

How to schedule a routine inspection (QLD)

Your routine inspections are automatically created for you, you just need to schedule them.
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Written by Thom Richards
Updated over a week ago

How do I schedule a rent increase or review?

Have you issued a rent increase or need to review the rent? You can schedule the change in Managed by following these steps.
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Written by Thom Richards
Updated over a week ago

I need to disburse a part payment

If you tenant has paid part of their rent, you can still disburse these funds using our rent adjustment tool.
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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.
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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.
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Written by Thom Richards
Updated over a week ago

How to edit lease dates

You can update lease start and lease end dates
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Written by Thom Richards
Updated over a week ago

How to terminate a lease on Managed

When it comes time for a tenant to move out, follow these simple steps to terminate the lease and finalise the bond.
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Written by Thom Richards
Updated over a week ago

Add an upcoming tenancy

If you're wanting to take a deposit on a property and the outgoing tenant has not vacated, follow these steps.
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Written by Thom Richards
Updated over a week ago

How do I archive a property?

You can archive an inactive property by following these steps.
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Written by Thom Richards
Updated over a week ago

How to add a commercial property

We do not offer a full module yet however you can add your commercial properties by following these steps and completing some tasks offline.
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Written by Thom Richards
Updated over a week ago
Payments and the Wallet

Tenant BPAY-in reports

Often tenants make part payments or transfer odd amounts into their wallet. You can now see a pay-in history.
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Written by Thom Richards
Updated this week

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.
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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.
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Written by Thom Richards
Updated over a week ago

Understanding wallet reconciliations

Learn how our app automatically reconciles wallet amounts to rent or bills.
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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.
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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
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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.
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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.
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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.
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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...
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Written by Thom Richards
Updated over a week ago

How to pay a BPAY bill

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.
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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.
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Written by Thom Richards
Updated over a week ago

How to send an invoice to a tenant

If you have an invoice payable by the tenant, follow these steps.
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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
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Written by Thom Richards
Updated over a week ago

How do I add/update agency fees?

Management fees, Letting/renewal fees and other charges are set in the Property Profile and auto-created for you
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Written by Thom Richards
Updated over a week ago

Adding a bill for your agency to pay

If you need the agency to make a payment to an owner, tenant or creditor follow these simple steps
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Written by Thom Richards
Updated over a week ago
Managed Maintenance

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,
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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Written by Thom Richards
Updated over a week ago