Getting Started – Three basic steps to help you on your way

We strive to make Arthur as user friendly as possible. But, it is a large system so here are three steps we recommend you complete when you first start.

Step 1 – Business type

Identifying your management type in Arthur is a fundamental step to ensure that your set up reflects your business.  This is particularly important if you intend to integrate with cloud accounting software later on.

Is Direct Rent or Rent Charge the appropriate rent collection type for your business?

Q: Whats the difference?

A: Direct rent is used by those that self manage i.e collecting the rent for themselves (also guaranteed rent businesses). Rent charge is used by those who manage on behalf of 3rd parties e.g letting agents or management companies.

Some Arthur clients are a mixture of both so we suggest setting your default position to the most common management type. To see how you would set your default position, click here.

 Step 2 – Add a property and unit(s)

When adding a property in Arthur, you are creating the asset which contains your rented unit(s).

You will either be adding a:

  1. Property containing one single unit e.g House, single flat in a block
  2. Property containing  multiple units. e.g HMO, Block of flat

To understand how click here

If your unsure what Arthur means by a unit click here

Step 3 – Add a tenancy

Once the property and unit(s) has been added, you are ready to add the tenancy

Now you have carried out the first basic steps, we recommend you schedule a shared screen tutorial with a member of our team. Before doing this it is worth considering below’s suggested “things to think about”

Things to think about!

We recommend you think about the following questions before your tutorial.

  • What are your biggest problems at the moment?
  • What processes do you want to automate?
  • What do you want to achieve by switching to Arthur
  • Which user groups will you invite to the app?

Additional services to consider

  • Will you integrate with Xero or QuickBooks Online Plus?
  • Will you use SMS texts?
  • Will you need an online applicant form?
  • Will you be using Arthur’s integrated digital signatures?
  • Do you currently complete credit checks?
  • Will you be using Arthur’s integrated referencing service?
  • Will you be linking Arthur to any marketing portals or your website?

Still have a question?

Our support staff are ready to help with any technical issues.
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