How to handle a rent review

To ensure you complete rent reviews at the correct time, you should set up Arthur to create an automated task, say, 6 weeks before the end of the tenancies 1st year.

Step 1

Create a checklist in tasks>checklist templates of your process so that it can be added to the task when created

 

Step 2

Create a manual event with the following conditions. This article is linked to understanding automated events

  • Tenancy status>Current and periodic
  • Tenancy start date> -323 days

Step 3

Add actions to the event to include

  • A task with the embedded checklist
  • Email or notification to the person or team responsible
  • Email to the tenant if required

 

Step 4

See in automated events your completed manual events and actions

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