Tenant List

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.