Automation that compliments a Prospective 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 adding a prospective tenancy

  1. Email Tenant terms of the tenancy including details of what to expect next
  2. Prospective tenancy task including a checklist of things you need to do to progress this tenancy. Examples for the checklist include
  • Get Reference/Credit check
  • Ensure holding fee entered
  • Update status to approved

To set up these automation follow the steps below.

Step 1

Create a task type called “Prospective 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 prospective tenancy you will see the actions listed to run

 

 

 

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