Property
Sales, leasing and property management: commissions, tenant deposits, owner statements and tenancy renewals.
Made for Real estate brokers, leasing agents and property managers
Start with the Real estate agency setup All business types
Already have a workspace? Open Settings, then Business type, and add this setup to it.
TAX INVOICE
Thank you for trusting us with your property.
Each workflow turns a job into steps with an owner, a deadline and a reminder when something is late.
From the buyer's offer to the transfer of ownership and the commission.
From the viewing to the signed contract, deposit and keys.
Renew a tenancy before it ends, with the right notices.
End a tenancy, inspect the unit and settle the deposit.
Handle a repair from the tenant's call to the owner's approval and the bill.
Sign a landlord and put the property on the market or under management.
Collect an unpaid balance step by step, from the first statement to a final decision.
These start as templates. Turn on the ones you want and they appear on the right day.
| Clean up the listings | Every week | Remove sold and let properties. Update prices and photos. |
|---|---|---|
| Follow up new leads | Every day | Call every lead within one hour in working time. |
| Tenancy expiry list | Every month | Contracts that end in the next 90 days: contact tenant and owner. |
| Rent cheques to deposit | Every week | Deposit the cheques that are due and record the payments. |
| Pay owners and send statements | Every month | Send each owner the rent collected, fees deducted and costs paid. |
| Maintenance requests review | Every week | Check every open maintenance request and call the contractors. |
| Property inspection round | Every 3 months | Visit vacant and managed units and take photos. |
| Agent commission run | Every month | Calculate what each agent earned and pay it. |
| Licences, permits and broker cards | Every 12 months | Renew the agency licence, broker cards and training certificates. |