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Automation that compliments a current tenancy

Setting up your automation should be something you do to ensure efficient processes. Here are some examples of what you can do

Automation that compliments an approved tenancy

  • Email Tenant an invite to Arthur
  • Reminder Notification to register deposit after 15 days
  • Email council tax/Utility companies
  • Current tenancy task including a checklist of things you need to do to progress this tenancy. Examples for the checklist

Check list to include:

  1. Invite tenant to Arthur
  2. Notify council tax/utilities
  3. Register deposit
  4. Update status

Step 1

Create a task type called “Current tenancy”

 

Step 2

Create a check list to embed in this task *Only available for professional & Enterprise

 

Step 3

Set up your automation – To understand how to do this go to Automated events

 

Either on a status update or at the end of the add tenancy screen when adding a current tenancy you will see the actions listed to run

 

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