Property managers · Example workflow
Prepare monthly reports for every owner
Rent, maintenance, and vacancies for each property, with the decisions an owner must make.
Example request
Prepare last month’s reports for our 12 property owners. For each property, combine rent collected and outstanding from the rent roll export, completed maintenance and costs from vendor invoices, and vacancies with days on market. Add a short note on anything that needs the owner’s decision, such as a roof repair quote, and hold all drafts for my review.
How the agent works through it
- Collect rent, maintenance, and vacancy figures for each property.
- Draft a report with the numbers and the decisions needed.
- Hold each report for your review before it goes to the owner.
What comes back
Twelve owner reports with every figure traced to its export or invoice.
What needs your approval
You check the numbers and approve each report before an owner sees it.
Sharing with others
Your bookkeeper can review the figures in the same task.