Latest revision as of 20:01, 29 August 2026

Tenant List

Use the Tenant List as an operational view of current tenancies rather than only as a directory. It brings together the tenant, property, agreement, balance and repair information needed for day-to-day management.

A useful daily/weekly use

Use the list to identify:

tenants with overdue balances;
agreements that need attention;
properties with active repairs;
customers who need a follow-up task or note.

Actions from the tenant

Available actions can include:

Record payment - open the tenancy/property financials.
Create a task - create a follow-up linked to the tenant.
Chase overdue rent - select overdue transactions and prepare a chase.
Add contact note - record a customer-specific note.
Add property note - record a property-specific note.
Report repair - create a maintenance issue.
Reload repairs - refresh repair information for the property.

Choosing where to record a note

Use a contact note when it is about the person, for example a conversation about payment arrangements. Use a property note when it concerns the property, access or management information.

If the note creates a future action, also create a task.

Overdue rent

For a full arrears workflow, see Chase Outstanding Rent.

Repairs

For maintenance, see Managing Repairs and Maintenance.

@@ Line 1: / Line 1: @@
-= Tenant list =
+= Tenant List =
-[[File:Tenant List.png|none|thumb|1300x1300px]]
+Use the Tenant List as an operational view of current tenancies rather than only as a directory. It brings together the tenant, property, agreement, balance and repair information needed for day-to-day management.
-Tenancy list allows you to see all the tenants, properties, agreements and balances. Along with outstanding repairs and the Landlord.
+[[File:Tenant List.png|none|thumb|1200px]]
-== Edit options ==
+== A useful daily/weekly use ==
-[[File:Tenant Edit Options.png|none|thumb]]
+Use the list to identify:
+* tenants with overdue balances;
+* agreements that need attention;
+* properties with active repairs;
+* customers who need a follow-up task or note.
-Record payment         jump to the Property / Rental / Financials to enter a payment
+== Actions from the tenant ==
+Available actions can include:
-Create a task              create a task for a staff member for this tenant
+* '''Record payment''' - open the tenancy/property financials.
+* '''Create a task''' - create a follow-up linked to the tenant.
+* '''Chase overdue rent''' - select overdue transactions and prepare a chase.
+* '''Add contact note''' - record a customer-specific note.
+* '''Add property note''' - record a property-specific note.
+* '''Report repair''' - create a maintenance issue.
+* '''Reload repairs''' - refresh repair information for the property.
-Chase overdue rent   Allows you to select one or more transaction and send an email or print a letter chasing payment
+[[File:Tenant Edit Options.png|none|thumb|800px]]
-Add contact note        add a note to the Tenants record
+== Choosing where to record a note ==
+Use a contact note when it is about the person, for example a conversation about payment arrangements. Use a property note when it concerns the property, access or management information.
-Add property note      add a note to the property
+If the note creates a future action, also create a task.
-Report repair              add a repair to the property
+== Overdue rent ==
+For a full arrears workflow, see [[Chase Outstanding Rent]].
-Reload repairs             reload repairs associated to that property
+== Repairs ==
+For maintenance, see [[Managing Repairs and Maintenance]].

Tenant List: Difference between revisions

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