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Managed App for Property Managers
Managed App for Property Managers
The 'How to Managed' Guide for Property Managers
60 articles in this collection
Written by
Thom Richards
Getting Started
Setting up your Property Manager profile
It all starts with your Property Manager profile. Follow the below steps to get started.
Written by
Thom Richards
Updated over a week ago
Creating Properties
Add a property
To get started, first you need to create a property in your agency profile.
Written by
Thom Richards
Updated over a week ago
Configure the property profile
Once the basic profile has been created, you can add more detailed information
Written by
Thom Richards
Updated over a week ago
Create a lease
You can create a lease by following these simple steps.
Written by
Thom Richards
Updated over a week ago
Activate!
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
Send invitations
Owners and tenants can only access their profile once you send them an invitation.
Written by
Thom Richards
Updated over a week ago
Managing Properties & Tenancies
How to manage your lease renewals
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 gained and lost reasons
To help understand growth trends, you can nominate reasons for adding or archiving a property.
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.
Written by
Thom Richards
Updated over a week ago
Owner welcome template
If you would like to give your owners a warm intro to our functionality, please send the below template before you send their invitations.
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.
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
Configure the lease
You can configure a lease by adding automation for key tasks, inviting other tenants and also attaching documents.
Written by
Thom Richards
Updated over a week ago
Managing your portfolio's Arrears
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
How to schedule a routine inspection (NSW, VIC, WA)
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 (QLD)
Your routine inspections are automatically created for you, you just need to schedule them.
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.
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.
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
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 edit lease dates
You can update lease start and lease end dates
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.
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.
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.
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.
Written by
Thom Richards
Updated over a week ago
Bonds
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
The Action Centre
Action Centre 101
Your Action Centre is a hub for all property management tasks and activities. You can run your day from this simple dashboard.
Written by
Thom Richards
Updated over a week ago
Creating a new task
You can add a task to any property in your portfolio. Here's how.
Written by
Thom Richards
Updated over a week ago
Using Action Dates
An action date is a reminder to do something on a certain day.
Written by
Thom Richards
Updated over a week ago
Managed Chat: Task Followers & Visibility
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
Managed Chat: How to use replies
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
Change a task status or mark as complete
You can skip a task forward or even mark it as complete.
Written by
Thom Richards
Updated over a week ago
How do I archive a task?
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
Payments and the Wallet
Understanding wallet reconciliations
Learn how our app automatically reconciles wallet amounts to rent or bills.
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
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 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
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 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.
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 to send an invoice to a tenant
If you have an invoice payable by the tenant, follow these steps.
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
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
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
Written by
Thom Richards
Updated over a week ago
Managed Maintenance
Actioning tenant maintenance requests
Your tenants can lodge maintenance requests from their profile and these requests will appear on your Action Centre.
Written by
Thom Richards
Updated over a week ago
Billie
How to use Billie
Billie is our simple & efficient invoice processing tool.
Written by
Thom Richards
Updated over a week ago
Managed Inspect
How to set up areas and items
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
Populating the Current Property Condition
The property's live condition profile can be edited manually or populated from doing an inspection.
Written by
Thom Richards
Updated over a week ago
Starting and managing inspections
You can see all inspections on the condition tab.
Written by
Thom Richards
Updated over a week ago
How to complete an Ingoing Report
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
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
When your tenant vacates, follow these steps to complete the outgoing report.
Written by
Thom Richards
Updated over a week ago
Contacts
How do I add a creditor?
You can manage your creditor list easily in the app by following these steps.
Written by
Thom Richards
Updated over a week ago