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 – Business type

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 those 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 – Bank details

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

 

Step 3 – Add property

Choose which property type you are adding.

If your unsure what Arthur means by a unit click here

Step 4 – Add tenancy

Once the property and the units have been added, you are ready to now add the tenancy in 4 easy steps

 

Things to think about but not do now!

Technology and additional services that suit your needs. 

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

Automating your processes

We recommend you think where you would like to automate your business processes.  At this early stage, this is a cerebral exercise, we suggest you schedule some time with our team before attempting to create any automated events yourself.

Now you have carried out the first 4 basic steps , you are now ready to schedule a shared screen tutorial to progress your journey. Click  here to schedule some time with a member of our team. Before doing this it is worth considering below`s suggested “things to think about”

 

 

 

 

 

 

 

 

Still have a question?

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