The Front Office module(s) cover basics such as Introduction to PropCo software, general navigation, capturing landlord enquiries, registering properties, marketing basics including uploading pictures, producing & emailing brochures, applicant & property matching, managing correspondence which covers notes, emails, sms & uploading scanned documents; mail merge, task list & diary and tenancy application process.
The Property Management & Admin module(s) involve various aspect of tenancy management – confirming a tenancy, reviewing, cancelling, renewing tenancies, check in, check outs, processing notices. It also covers maintenance processes like generating quotes, work orders, registering and uploading of scanned invoices, keysets, inventory management, logging meter readings, service /white goods certificates, utilities, assignment of roles, safety inspections and periodic visits.
The Accounts Beginners module(s) cover fundamental points-of-references used in managing the clients account(s) on PropCo such as the system balance sheet, nominal codes, default bills & understanding ledgers. Also covered is the best -practise accounts daily routine which covers registering tenant receipts (both manual & bulk allocation), landlord and contractor payouts and daily bank reconciliation.
The Accounts Advanced module(s) include automatic top up of outstanding rents using funds from reserve, error correction using miscellaneous credits / debits, context-sensitive functions, deposit return, arrears, TDS / My Deposits integration, overseas landlords tax and period-end routine which covers drawing down of the client account for agent income, payments & receipts journal, quarterly tax journal, landlord annual summary report and closing down of a trading period.
The Workflows module(s) covers both Operational and Technical aspects of Workflows including, setting up a Workflow template, tasks, trigger-points, actions, forms, accessing & progressing workflows, reassigning workflows, workflow security as well as practice workshops which can be used to receive consultancy on creating bespoke workflows for your business.