Automation that compliments an approved 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
  • Prospective 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 confirmation of approval
  2. Invite tenant to Arthur
  3. Email tenant confirmation of date and time of move in
  4. Send Move in statement
  5. Ensure all funds received
  6. Arrange check in
  7. Notify council tax/utilities
  8. Update status

Step 1

Create a task type called “Approved  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 an approved tenancy you will see the actions listed to run

 

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