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.

Written by Thom Richards
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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Updated over a week ago

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.

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

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

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

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

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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.

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

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.

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

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.

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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.

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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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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

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

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

How to use Billie

Billie is our simple & efficient invoice processing tool.

Written by Thom Richards
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

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.

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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

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

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