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.

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

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

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

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

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

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 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

Making a bond claim - NSW

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

Written by Thom Richards
Updated over a week ago

How do I archive a property?

You can archive an old property from your portfolio by following these steps.

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 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

Processing an agency reimbursement or bill

If you need the agency to make a payment to a landlord or tenant follow these simple steps

Written by Thom Richards
Updated over a week ago

Actioning tenant maintenance requests

Your tenants can lodge maintenance from their profile and these tasks will appear on your Action Centre.

Written by Thom Richards
Updated this week

How to use Billie

Billie is our simple & efficient invoice processing tool.

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