Managed App for Property Managers

Setting up your Property Manager profile

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

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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.

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Updated over a week ago

Add a property

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

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Updated over a week ago

Configure the property profile

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

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Create a lease

You can create a lease by following these simple steps.

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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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Updated over a week ago

Send invitations

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

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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.

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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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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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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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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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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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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 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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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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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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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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Updated over a week ago

How to edit lease dates

You can update lease start and lease end dates

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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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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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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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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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Updated over a week ago

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.

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Updated over a week ago

Creating a new task

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

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Updated over a week ago

Using Action Dates

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

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Managed Chat: 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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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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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 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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Making a bond claim - QLD

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 - 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.

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Updated over a week ago

Making a bond claim - VIC

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

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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.

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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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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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Updated over a week ago

Understanding wallet reconciliations

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

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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

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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.

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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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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

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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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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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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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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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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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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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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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,

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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.

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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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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.

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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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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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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 set up areas and items

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

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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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Updated over a week ago

Starting and managing inspections

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

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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

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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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Updated over a week ago

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