How to load a property, tenant and owner when only doing maintenance inspections for owner but not managed

Follow the normal instructions in setting up an Owner and Property (as per the Owner and Property help files) but make the following changes.

 

Owner Details:

Payment Type: You can choose to put them on hold, so they are paid out in your time and won't accidentally get paid out in an Owner batch payout

 

Property Details:

Management Type: Click on the drop down arrow and select Casual. A pop up box will appear and ask you to zero the commission. Say yes, then save.

Select a suburb and complete the details in the Publish screen

 

Tenant Details:

When entering a casual tenant, you need to set the rent Rate to Zero so that the tenant record is complete. (This just keeps things tidy and stops arrears from showing)

 

Related Help Files:

-New Owner Setup

-New Property Setup

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