Tag Archives: tenant file reminder system

Use the built-in Reminder System to it’s fullest!

The Tenant File Reminder System is an easy to use feature that is flexible enough for any property manager. It combines the most critical items into one compact screen, and gives you the ability to choose exactly what you want to see. On the right side of the screen, you’ll see the On/Off check boxes, which enable you to choose any or all of the available reminders to show up each time you enter the Tenant File program.

Tenant File Reminder System

There are 2 basic types of reminders. Every Owner, Property, Unit, Tenant, and Vendors has a button so that you can add reminders easily.

  • To Do
    These reminders have an ‘action date’. So whenever you have a date in the future that requires you to take some action, you should use these. This might include repairs to be done, vacation dates, or rent increases – whatever you want to use it for.
  • Event
    Unlike the ‘To Do’ reminders, the ‘Event’ reminders just log something for your records, and there is no action date in the future. For example, if a tenant calls to complain about the neighbor’s noise, you’ll want to keep a record of the complaint.

Is is easy to sort your reminders various ways, using the ‘Sort By‘ choices on the right side.

The ‘Date Range to Show‘ gives you the ability to choose how far ahead you want to be reminded. For example you might want to see reminders 30 days ahead of the ‘action date’ or some other period of time. Additionally, if you want to see all reminders in the entire system, just click on the ‘Show all Reminders‘ button. This is a good way to see if you have any old reminders that you want to delete.

Besides the standard reminders, there are also several helpful other built-in reminders. You can choose to see any tenants that have balances due, you can view tenants with leases that are about to expire (through any date), you can view owners that owe you funds, or you can view owners that have a credit and need to be paid.

As you use the On/Off boxes to choose what you want to see, the screen is adjusted so that you can see more of the remaining choices without having to scroll. To turn the entire Reminder System off, simply remove all of the check marks. As you can see, the Tenant File Reminder System is well laid out, and was designed to give the busy property manager the most information in the smallest amount of space. Couple that with the ease of use and this reminder system will save your company time and effort to get the information you need quickly.

The Reminder System is versatile and powerful!