Automation that compliments a past 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 that there tenancy has been approved and details of what to expect next
  • Reminder Notification to register deposit after 15 days
  • Past tenancy task including a checklist of things you need to do to progress this tenancy. Examples for the checklist

Check list to include:

  1. Email asking for copies of past bills
  2. Create closing statement
  3. Remit funds to tenants
  4. Update status

Step 1

Create a task type called “Past  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

 

on a status update  you will see the actions listed to run

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