MAINTENANCE SERVICES
This is the page to add all possible maintenance service types that are usually performed on all faclities.
Add a maintenace service by entering it into the textbox and clicking on submit.
Thank you for using RentPro. This is the page for documentation, support and user manual that will help you to get started and understand all the functionalities of RentPro.
RentPro is a cloud property management software which is suitable for property managers, surveyors, real estate agents, landlord and legal practitioner to connect and manage property portfolios, tenants and landlords, maintenance, invoices and billings, payments and finances, rents and collections, disbursement, maintenance, notice and letters, notifications and communications
Functionalities and modules to be discussed in this documentation include property management, landlord management, tenant management, service transactions, account balance statament, account reports, transaction notification and alert (sms/email), charges and rates.
If you already have a RentPro account click here to login. If you are new to RentPro click here to sign up for a free trial, request a quotation or demonstration or request for account setup.
Subscription module is where you can manage you subscription plan detail, update your subscription account, renew subscription, buy sms credit, make payment and others. The subscription contain the following modules.
You can also add or update the following for use on receipts and emails
The user setup is where you can create user accounts for the company's workers and manage user accounts. To create a user account the following fields are required.
Available user categories and their access levels of the system.
This is the page to add the company's bank accounts where payments should be made to, as well as for accounting purposes
To create a bank account the following fields are required.
This is the page to search for a property, landloard or tenant
The dashboard on RentPro is the page you are redirected to once you successfully login. The page gives you summary of useful metrics to track key performance indicators. These are figures that speaks volume about the critical operation of your business.
At the top of the dashboard page, there are some key useful numbers that show the state of your business as a whole. The following key numbers are shown on the dashboard.
There are pie charts and bar charts on the dashboard to represent some key performance metrics of your operation.
This analysis shows income for the past three months
This analysis shows income for the past three months
This shows an overview of the properties being managed by you, which can be filtered by, property, account officer, and status.
This is the page to add or manage a landlord. On this page, all landlords are displayed, as well as the properties owned by them. Selecting a landlord takes you to the landlord management page and selecting one of the properties takes you to the property management page (see more.)
On this page you can create a new landlord by filling in the following details, as applicable:
All created landlords will be displayed on the Landlords page
Selecting a landlord by clicking on their name takes you to the landlord management page which shows the following:
This shows the details of the landlord which were added during creation, and lets you update them. YOu can also add extra details such as the landlord's bank account details and a note
This is the page where you can add details for the landlord's next of kin, if required.
This is the page where you can attach necessary documents to a landlord profile
Here, you can view the details of all properties owned by the landlord
This page shows a statement of all transactions carried out with the landlord
This is the page to add or manage a property. On this page, all properties, as well as their landlords are displayed. From here, you can either create a new property, add a unit to a property, start rent on a property or manage a property or unit.
This is the page to add new property information. All compulsory fields are suffixed with (*). After inputing all the fieds click on 'add property' button to save the property. The fields to be filled are:
Property Information
Property Owner
Property Value
All created properties will be displayed on the Properties page where they can be managed. All properties can be filtered by property status - active or inactive.
This is the page to add new property unit information after creating a new property. After inputing all the fie;ds click on 'add unit' button to add the unit. The fields to be filled are:
All created units will be displayed on the Properties Units page where they can be edited
Selecting a property by clicking on the property name takes you to the property management page which shows the following:
This shows the details of the property which were added during creation, and lets you update them.
This is the page where you can add photographs of the property.
Here, you can view the service type and the property's pricing, as well as update them.
Here, you can view and edit the details of all of the property's units.
Here, you can view all of the tenants on the property.
Here, you can upload all relevant documents relating to the property.
All units displayed under each property have the following management options:
Clicking on a unit's name takes you to the unit details page which contains the details added during the unit's creation. These details can be updated as well.
On this page you can configure the rent for a property unit. The following details are used:
After the necessary details are filled, click on the 'calculate rent and dues' button to calculate the rent which will be displayed, and then click on the 'submit' button to submit the transaction.
The tenant's name is shown, and clicking on it takes you to the tenant management page.
The expiry status and date of expiry are shown and the rent details can be edited by clicking on the 'edit' button
The rent balance is shown and clicking on it takes you to the invoices/billings page, where you can add rent payments.
Here, you can renew rents that are expiring. The details of the rent are shown, and the following the details are to be inputed to calculate the renewed rent cost:
Click on this button when tenant moves out to set status to vacant.
Click on this button to send a renewal notice to the tenant.
Click on this button to send an alert to the tenant to remind them of payment.
This is the page to add or manage a tenant. On this page, all tenants, as well as the unit rented by them are displayed. From here, you can either create a new tenant, add a unit to a property, start rent on a property or manage a property or unit.
On this page you can create a new tenant by filling in the details, as applicable. All compulsory fields are suffixed with (*). After inputing all the fields click on 'add tenant' button to save the tenant. The fields to be filled are:
:All created tenants will be displayed on the Tenants page
Selecting a tenant by clicking on their name takes you to the tenant management page which shows the following:
This shows the details of the tenant which were added during creation, and lets you update them. You can also add extra details such as a note
This is the page where you can add details of the tenants's employment, if required.
This is the page where you can add details of the tenants's guarantors, if required.
This is the page where you can attach necessary documents to a tenant's profile
Here, you can view the details of the tenant's rent payments.
This page shows all invoices/statements issued to the tenant, which can be printed out
Here, you can view the details of all payments made by the tenant
All units with active rent also have some unit management options
This page shows a list of all service providers, whose services your company relies on, and also allows you to create new service providers. The list of providers can be filtered by service category and company name.
To create a new provider, provide the:
Then, click on 'submit'
This is the page to see all rents active, expired and upcoming expirations
Rent rolls can be filtered by property, expiring days, status (active, expired or moved out), or search by expiry date.
This is the page to add and view all services that can be offered by your company. Some services are provided by default, and to add a new service, provide the:
This is the page to create invoices, manage invoices, print invoice, send invoice and post payment received.
Clicking on this button takes you to a page to create a new service billing. The 'manage services' button takes you to the services page.
To create a new billing, select the service to bill by
Add as many services as required.
Next, choose who to bill the invoice to by selecting the:
Select the bank account to pay to, and enter the service description
Click on the 'submit' button to create the invoice. The created invoice is added to the Invoices/Billings page
On the invoices/billings page, all invoices are shown, with the option to filter them by property, payment status, date, or landlord. You can also search for an invoice using the invoice id
The invoices are displayed with the following options:
To add a payment, enter the following details:
Then, click on post payment to update the invoice.
Click on this button to print the invoice
The 'manage invoice' button takes you to the invoice management page which allows you to add services to the invoice, delete services, or payments or delete the invoice (Invoices with payments cannot be deleted).
This is the page to view all rent or service payments. You can search for a payment by date or filter by income (service) headings and property.
You can also print the receipt of a payment or export a report of all payments for a period.
This page is for record-keeping purposes. It allows you to create and manage expenses and disbursements. All expenses can be filtered by date or by searching for a particular category.
To create a new expense, enter the:
Then click on 'submit' to create the expense
This is the page to add and manage all disbursement to landlords. All disbursements can be filtered by date and by landlord disbursed to
To add a new disbursement, provide the:
Then, click on 'submit'
This is the page to manage and view account transactions and reports, as well as view sales orders and invoice and add payment recieved.
The following options are available:
This take you to the banks page
This take you to the payments page
This take you to the expenses page
This take you to the disbursements page
This is the page to generate landlord statement, as well as, report of all payments and disbursement transation recorded for all landlords. Use the search and filter controls to search for reports
This page shows all ledger account details, including the account no, account type, description, debit and credit. You can also add a new ledger account here.
To add a new ledger account, provide the:
Click on 'add account'
Use journal voucher to move value from one GL account to another. To move values. provide the:
Then, click on 'submit'
The general ledger show the tranactions on ledgers and subledger. You can filter the transaction with different account heads and sub heads, and also search by date.
The trial balance shows the statement of all debit and credit within a specified period
Shows the account balance sheet, showing assets, liabilities, and equity up to a specified time
Shows the income statement for a specified period
Shows the profit/loss statement for a specified period
This is the page to add all possible maintenance service types that are usually performed on all faclities.
Add a maintenace service by entering it into the textbox and clicking on submit.
This is the page to view all maintenance carried out by your company, as well as, create a new maintenance operation.
To create a new maintenance operation, provide the following:
This is the page to view, and manage facilities owned by your company. You can manage the categories each facility fits into, as well as create a new facility.
Setup the list of your facility categories or type on this page. Type in the category name or pick from the examples listed then click on 'Submit' button to add the category. You can also delete any of the categories here.
To create a new facility, provide the:
Then, click on 'submit'
This is the page to create and manage all projects which your company undertakes. You can manage project information such as budget, tasks, and project completion status. You can search and filter by project name, status, project no.
To create a new project, provide the:
Then, click on 'submit'
Clicking on the 'manage project' button takes you to the project management page, which shows the project overview, as well as, gives you the following functionalities:
This functionality helps you add the amount of money spent on the project. To do this,:
This functionality helps you keep detailed records of the tasks done on the project. To add a task,:
This helps you to update the completion status of the project. To update the project's status,:
This is the page to create, view and add details for property inspections carried out by your company. The inspections can be filtered by property
To create a new inspection, provide the:
Then, click on 'schedule inspection'
Clicking on the 'manage' button on an inspection takes you to the property inspection management page, which shows the inspection details, as well as, provides you with a manager that lets you record the outcome of the inspection.
The inspection manager has the following sections:
This section allows you to specify which services are connected to a property. The services are listed out, and the agent chooses whether the service is connected or not. The following services are listed:
This section lets you enter the summary of the site's conditions. The following fields are provided for you to enter the details:
This section provides several inspection items and the agent determines the conditon of the items, by choosing between good, fair, and poor. The following items are provided, from which the inspection agent can pick those that are relevant to the inspection:
This text box is used to enter a summary of the inspection operation's details
Once the agent is done entering all the necessary details, click on 'Submit Inspection'
After submitting the inspection, a report of the inspection can be gotten by clicking on the 'inspection report' button
On this page, you'll find all contacts and be able to send sms and email communications to them. Contacts can be filtered by type, and can also be managed by clicking on the 'manage' button to edit or add details to the contact.
Communication can be done in two ways:
From this page you can send an email to contacts by:
From this page you can send an SMS to contacts by:
This is the page to upload, and manage all your files, forms, document and resources files. Use the upload button below to submit new documents. To view/download the document use the download button.
To upload a new document, click on the 'Upload Document' button, and then,:
On this page, you'll find reports for properties, landlords, tenants, rent rolls, contacts, sms, emails as well as income reports, expenses reports, account transactions
The following reports can be found:
This is the page to create and manage all notices and letters. You can create notices and letters for tenants, landlords and service providers. You can also create templates for notices/letters.
This is the page to create and manage all templates. You can create templates of notices and letters for tenants, landlords and service providers.
To create a new template,:
The template is created, and it can be used when you click on it, or when you create a new letter and select the template.
To create a new letter/notice,:
The letter is saved and displayed on the Letters/Notices page, where you can either modify, print or dispatch the letter.
This is the page to create a support ticket to report an issue or provide feedback. The tickets can be filtered by ticket no., ticket status, customer, date.
This page also shows how many tickets you have, the number of open, answered, on hold, closed, and canceled tickets.
To create a ticket, provide the following details:
Then, click on 'Submit Ticket'