Rental Property Overview: Difference between revisions
From Standout Property Manager Wiki Help
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Use the Repairs workflow to record the issue, assign a contractor, record quote/final cost and track completion. See [[Managing Repairs and Maintenance]]. | Use the Repairs workflow to record the issue, assign a contractor, record quote/final cost and track completion. See [[Managing Repairs and Maintenance]]. | ||
Tenants using | Tenants using Customer Portal can report repairs, and landlords can respond to recorded repair quotes where that portal workflow is enabled. | ||
== Financials and arrears == | == Financials and arrears == | ||
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[[File:Inventory.png|none|thumb|1000px]] | [[File:Inventory.png|none|thumb|1000px]] | ||
== | == Customer Portal == | ||
Landlords can see relevant tenancy/compliance/repair information. Tenants can see tenancy details and report repairs. | Landlords can see relevant tenancy/compliance/repair information. Tenants can see tenancy details and report repairs. Customer Portal does not replace staff responsibility for reviewing compliance or financial information. | ||
== Related guides == | == Related guides == | ||
Revision as of 07:25, 30 August 2026
Rental Property Overview
The Rental property area should tell staff four things at a glance: who occupies the property, what the tenancy terms are, whether the property is compliant, and whether anything needs attention.
Rental lifecycle
Valuation/instruction → available → tenant selected → tenancy setup → active tenancy → inspections/compliance/repairs/payments → renewal or tenancy end
Use Rental Step Through for the full journey.
Active tenancy
For a managed property, keep the agreement information current, including:
- tenant(s)/occupants;
- start/end dates;
- rent and payment terms;
- deposit/bond information;
- management/service details;
- guarantor information where used.
Use Creating and Starting a Tenancy when setting up a new agreement.
Compliance
Do not treat certificate dates as passive reference data. They should drive action before expiry.
Typical items include gas safety, EICR, EPC, property licence, deposit information and Right to Rent as relevant to the tenancy/property.
See Rental Compliance and Inspections.
Inspections and service appointments
Record property inspections/service visits through the appropriate appointment workflow so staff can see what is due and what has been booked.
Repairs
Use the Repairs workflow to record the issue, assign a contractor, record quote/final cost and track completion. See Managing Repairs and Maintenance.
Tenants using Customer Portal can report repairs, and landlords can respond to recorded repair quotes where that portal workflow is enabled.
Financials and arrears
Use tenancy financials for rent/payment transactions. The Tenant List provides a useful operational view of current tenants, agreements, balances and repairs.
For overdue payments use Chase Outstanding Rent.
Utility providers and inventory
Record utility and inventory information where your agency process requires it, especially when it will be needed at move-in/move-out or for ongoing management.
Customer Portal
Landlords can see relevant tenancy/compliance/repair information. Tenants can see tenancy details and report repairs. Customer Portal does not replace staff responsibility for reviewing compliance or financial information.