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Action Tab of Property List Table

May 19, 2016 by worldofrental

Edit: From Property List, Click ‘Edit’ to edit the details of the Property. After filling all the details, click ‘Save’.

Copy: You can duplicate the property and change the only those details that are differ from this property. It eases your efforts in adding similar properties.

Delete: You can delete the property from the property list.

Active: Make a Property’s status Active/Inactive in a click.

Property Ad: This helps you in advertising your Rental Property. With this option you get the Property Portfolio template which is print ready. Simply click the ‘Print this Page’ or you can share this Property ad on social media.

Filed Under: Properties

Dashboard Date Range

May 16, 2016 by worldofrental

1. Click Home Icon from Menu.

2. Set the Date range ‘From’ and ‘To’. It will display the Property name with lease date in between these dates also the result will show its status, rent, tenants assigned to it and income,expense data for it.

Filed Under: Dashboard

Properties Financial Status Table

May 16, 2016 by worldofrental

1. Your Properties Financial Table displays the total income, expense of each property along with its details like status, rent amount, tenant assigned to it.

2. You can also see Total Profit and Loss for all of your properties in Properties Financial Table.

3. The table summarizes your Start Date to End Date Cash Flow.

4. Also you can easily compare the Total Profit/Loss of each of your Properties.

Filed Under: Dashboard

Pie chart

May 16, 2016 by worldofrental

1. For more clarification of your total profit/loss ratio, You can check Income,Expense ratio through Graphical representation of Pie Chart.

2. To get more detailed information on your Income and Expense breakdown by the Property, visit the specific Property detail from Properties Tab on Top menu.

Filed Under: Dashboard

Monthly chart

May 16, 2016 by worldofrental

1. Monthly Chart is your Monthly Cashflow chart in bar graph representation to let you easily track your monthly expense and income growth.

Filed Under: Dashboard

Add your first Property

May 16, 2016 by worldofrental

1. Click Properties from the top Menu.

2. Click Add New.

3. Fill the required details for your Property.

4. If your Property includes multiple units, select Multi Unit as Property Type.

4a. Add multiple units of a Property by clicking Units from Left sidebar. Fill the details for the unit. Click Add more units for creating additional units.

5. Click Images on the Left Sidebar to add images of your Property. Click [+] to add more images.

-You can add Room sizes, Appliances, Utilities and Amenities details from the Left sidebar options. As shown in above screenshot.

6. After filling required details, Click Save to add your Property.

Filed Under: Getting Started

Add Your first Tenant

May 16, 2016 by worldofrental

1. Click Tenants List from Tenants on Top menu.

2. Click Add new.

3. Fill the required Tenant Details.

3a. You can also choose an avatar or upload Tenant photo and documents related to Tenants.

3b. If a unit has more than one occupants, click Add more occupants to enter their details.

4. Click save to add the Tenant.

Filed Under: Getting Started

Add your first Lease

May 16, 2016 by worldofrental

1. Click Add/View Leases under Tenants from Top menu.

2. Click Add new.

3. Fill the Required details for Lease like selecting Property, Tenants associated with the Property and Rent amount.

4. Set how often the rent will be paid and on which day.

5. Add Lease period by selecting start and end date of lease. Set Lease alert to Yes if you want to receive alert for lease end date.

*It’s a good practice to set the Lease Alert date to a day prior to lease end date.

6. Click Save to add the Lease.

Filed Under: Getting Started

Add your first Transaction

May 16, 2016 by worldofrental

1. Click All Transactions under Transactions from Top menu.

2. Now Click Add new.

3. Fill the required transaction details.

4. You can record Deductions or Additional Charges in Sub-Total to get final Total amount calculated automatically.

5. Add any notes regarding this transaction.

Filed Under: Getting Started

Add your first Task

May 16, 2016 by worldofrental

1. Click Tasks under Tasks on Top menu.

2. Now click Add new.

3. Fill the required Task details such as Task (description), Property, Tenant assigned to the property. You can also set Task start and due date.

4. You can choose if you want an alert reminder for the task due date. Also set how many days prior you want the alert in ‘Alert me before’ option.

– There are options available to set task status and attach file related to the task.

5. If you want this Task to be added as Transaction check this box ‘Add as a Transaction’ and add the details for the Transaction right from the add task tab. Transaction List will be updated with this transaction.

6. Click Save to add the Task.

Filed Under: Getting Started

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Getting Started
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Properties
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Tenants
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