Automation that compliments an expiring tenancy

In order to run the automation Arthur needs to know how far in advance of the end date on a tenancy to run them

Changing the default 30 days for the actions to run

 

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 expiring tenancy

  • Email Tenant that there tenancy is expiring
  • Email the agent that the tenancy is expiring if applicable
  • Email the owner that the tenancy is expiring if applicable
  • Expiring tenancy task including a checklist of things you need to do to progress this tenancy. Examples for the checklist

Check list to include:

  1. Call the tenant
  2. Update the tenancy status

Step 1

Create a task type called “Expiring  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

Still have a question?

Our support staff are ready to help with any technical issues.
To get in touch please use our online chat below