1. QUICK START: INITIAL SETUP
To test the platform effectively, you need live data in the system. Follow this setup sequence to unlock full dashboard functionality:
Add Staff First:
Enter at least one staff member before adding any properties.
Add a Property:
The system will prompt you to assign the new property to a Property Manager.
Bulk Data Transfer:
If you have an extensive rent roll, use our bulk transfer feature to skip manual data entry.
2. CORE FEATURES TO TEST DURING YOUR TRIAL
Accounts & Financial Tracking
Expenses & Rental Costs:
Upload dummy rental income and expenses to see real-time ledger updates.
Balance Sheet:
View an instant running total of your financials directly on the Balance Sheet.
Maintenance Costs:
Process a dummy maintenance request to see how it automatically updates your accounts.
3. INSPECTIONS & AUTOMATION
Scheduling:
Add a trial inspection time to automatically update the system diary and dashboard.
Portal Visibility:
Inspection schedules instantly appear in both the Tenant and Landlord login portals.
Automated Notifications:
The system automatically sends email and app push notifications to both parties upon scheduling.
4. SMART MAINTENANCE WORKFLOWS
Tenant Requests:
Tenants can submit maintenance requests via their login portal or mobile app.
Manager Alerts:
Requests trigger an immediate email and app push notification to the Property Manager.
Contractor Management:
Add your preferred contractors or choose from pre-registered professionals.
Automated Dispatch:
Assign jobs directly through the platform—eliminating manual emailed job sheets.
Service Agreements:
Built-in compliance automatically suspends contractors who breach service terms (subject to Realty Guru Admin review).
Note:
Tenants cannot view general maintenance logs or account balances.
5. PERMISSIONS & REPORTING
User Settings:
Adjust Tenant and Landlord profiles to customize and restrict their system access.
Interactive Reports:
Generate property reports and email them to selected recipients using the check-box column.
Custom Notes:
Add personalized Property Manager comments to individual reports before sending.
6. DASHBOARD CUSTOMISATION
Property Photos:
Upload property images to the dashboard, which are instantly visible to your Tenants and Landlords.
7. SUPPORT & SECURITY
Live Chat Support:
Available from 8:00 AM to 8:00 PM EST daily for real-time assistance from our admin team.
Data Security:
Enjoy peace of mind with our integrated data backup feature.
Welcome to Realty Guru! We are thrilled to have you on board and wish you every success as you explore our Property Management platform.