Getting Started – Basics covered to help you on your way

Arthur’s vision (our “why”)

“We will be synonymous with property management software, by empowering people to confidently grow and successfully run their own business.”

Arthur’s mission (how we will fulfil our “why”)

“We are here to help property managers make the most of the latest technology. We are able to do this by ruthlessly prioritising our work to create simple intuitive technology – all while delivering customer support that is second to none.”

Step 1

Identifying your management type in Arthur’s ‘Financials’ is a fundamental step to ensure that your set up reflects your business. This is especially 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. Rent charge is used by companies who manage on behalf of 3rd parties e.g agencies who deduct fees from the rent before passing it on.

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

Consider which of the following technologies you would like to deploy with Arthur:

Tenant app
Contractor app
Owner app (Agents only)
Xero or Quickbooks
Texts
Applicant forms
Digital signatures
Credit checks
Referencing
Portal integrations

Feel free to get in contact with the Arthur team to learn how best to use them.

Step 3

You can also set up your bank accounts for rent collection. For a guide on how to do this, click here.

Step 4

Now would be a good time to add your first property.

First you will need to decide whether the property is a single rent-able unit or whether the property has multiple rent-able units. To help you decide, please see the diagram below.

How to set up a property with 1 rent-able unit e.g a flat in a block or a house.

How to set a property with more than 1 rent-able unit e.g HMO or flats in a block.

Step 5

Before you add any tenancies, we recommend that you get to grips with Arthur’s automation processes. This should get you thinking about what you would like Arthur Online to do for your business.

Please take a few minutes to read the following article on understanding automated events and actions.

At this early stage we suggest you schedule some time with our team before attempting to create any automated events yourself. We already have default settings in place to help get you started.

Step 6

Once the property and the units have been added, you are now in a good position to add the tenancy to the unit (house, flat, shop, room etc).

You should decide which tenancy status applies:

Prospective – pre-approved tenancy
Approved – approved tenancy
Current – tenancy within the terms of the contract
Periodic – tenancy on a rolling contract
Ending – tenancy ending/moving out on a specific date
Past – tenancy that`s finished
Rejected – tenancy that never happened

Now you are ready to add your first tenancy. To do this, see how to add a tenancy.

Once you have completed this, you are now ready to schedule a shared screen tutorial to progress your journey. To do this, click here to schedule some time with a member of our team.