Author Archives: admin

Property certificates, insurance, and other supplier contracts

For each property and tenancy agreement, you have the option to enter various certificates and contracts such as insurance policies, electricity suppliers, internet providers, energy performance diagnostics, and other certificates. For each contract and certificate, you can enter the following details: Updating existing certificates and contracts To update these existing contracts and certificates, simply modify the information already entered in the same place. Reminders for expired eertificates and contracts When a certificate’s expiry date is passed, it is considered expired. A reminder then appears in the landlord’s account to prompt them to update the information. Additionally, an email notification is Read more

Bank account synchronization and account import

Automatic Account Synchronisation This section of the software allows you to automatically synchronise and import a bank account and its transactions. Go to the “Finances” section and click on “Bank Import”. Then select “New Import” or “New Synchronisation”. Select the owner and the synchronisation period (30, 60, or 90 days). You will be redirected to a secure page where you can enter your banking credentials and connect to your account. Follow the instructions, choose the accounts to be synchronised, and confirm. You can manage connected accounts from the “Accounts” section. Transactions from connected accounts will appear in the “Transactions” section. Read more

Equipment

In this section, you can create and manage equipment (hardware, furniture, tools, etc.) for your real estate properties. You have the option to perform the following operations: Add equipment, Edit equipment, Duplicate equipment, Add the amount of the invoice to the “Finances” section, Archive equipment, Delete equipment. You can filter records based on different criteria such as the owner, the property, the type, or the condition. Additionally, you have the option to export your records using the “Export” action available at the bottom of the table.