Managed App for Property Managers

Setting up your profile

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

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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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Sending invitations & checking statuses

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

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Viewing and unarchiving properties

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

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Adding a draft property & owner

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

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Configure the property profile

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

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How do I archive a property?

You can archive an inactive property by following these steps.

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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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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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Updated over a week ago

We sold a property, how do we set up the new owner?

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

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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
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Collecting letting and renewal fees

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

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How to swap primary tenants

Follow these steps to add a new primary tenant on lease

Written by Thom Richards
Updated over a week ago

How to integrate with FLK IT OVER

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

Written by Thom Richards
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Create a lease

You can create a lease by following these simple steps.

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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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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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
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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

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

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.

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Creating a new task

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

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How to customise your task types

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

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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.

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How do I archive a task?

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

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Task Followers & Visibility

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

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Understanding the Action Centre

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

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Using Action Dates

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

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Managing your portfolio's Arrears

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

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Change a task status or mark as complete

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

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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.

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Starting and managing inspections

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

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How to complete an Ingoing Report

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

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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

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How to complete an Outgoing Report

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

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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.

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Updated over a week ago

How to use Billie

Billie is our simple & efficient invoice processing tool.

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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 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

Adding a bill via the property task tab

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

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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.

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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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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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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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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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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
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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.

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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 BPAY-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.

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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

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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
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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.

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Updated over a week ago

Lodging a bond - NSW

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

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Making a bond claim - NSW

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

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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