Tips On Using the Built-in Scheduler

Often in a large program there are areas that don’t get used to their full potential, and the Tenant File scheduler is one of those. It was originally created with scheduling vacation homes as the prime purpose, but it is certainly versatile enough for many other uses.Tenant File Scheduler

First, the scheduler is available for every rental unit in the entire program. You simple pick the rental address to schedule something and continue on from there. Since the scheduler is connected to the Reminder System in the Tenant File, you can enter an ‘Action Date’. That way, your entry will pop up in the Reminder System for the ‘To Do’ reminders if you have turned that on.

The memo box is for a detailed description of the current entry. For example, if you are renting a vacation home, then you can use this for specific details about the renter, such as any special terms and conditions. There is quite a bit of space there, more that the size of the entry box.

To select a range of dates, you can type in the dates on the left or drag your mouse to choose them on the calendar.  Click the ‘Insert Date Range’ button after you make any changes to the calendar. Additionally, there are ‘extra fields’ that can be used for anything. For example if you have blocked out a week for a vendor to remodel a rental home, you can use these fields for the vendor contact information.

After entering the new information, choose the ‘Create a NEW Entry’ button and everything will be saved. Uses for the scheduler would be short term rentals, vendor jobs, tenant vacation dates, office appointments, or pretty much whatever you want to use it for.

You can get to the scheduler from any rental unit screen, or you can get to it from the Tenant File Main Menu under Miscellaneous > Scheduler.  We hope these tips have helped you get more familiar with the Tenant File Scheduler and that you can use it to help save more of your valuable time.