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- Property Management System
- Who it's for
- Residential rentals
Residential rentals
Residential property teams need to answer ordinary questions quickly: who rents this unit, when does the agreement end, which rent period is due and who is handling a reported issue? The unit, tenant and lease records give those questions a shared starting point. Charges and receipts then show the billed and received amounts without losing the link back to the tenancy.
How Property Management System is set up for you
Leasing handoff
Check the unit's availability and the tenant party before a reviewer accepts dates, monthly rent and deposit on the agreement.
Monthly collection
Keep each rent charge tied to its lease and covered period, then trace a confirmed tenant receipt through its allocations.
Repair follow-through
Record a lease-linked tenant issue and a unit service request when a named worker needs to handle the job.
Condition record
Add a dated inspection with its inspector and evidence when the unit's state needs review.
Residential property teams need to answer ordinary questions quickly: who rents this unit, when does the agreement end, which rent period is due and who is handling a reported issue? The unit, tenant and lease records give those questions a shared starting point. Charges and receipts then show the billed and received amounts without losing the link back to the tenancy.
Begin with one property and a small set of units whose numbers are easy for staff to verify. Enter current tenant parties and active leases, then review the next rent period from charge preparation through receipt allocation. Rehearse a partial payment, an issue reported by a tenant and an inspection after repair. That exercise tests the handoff between property management, collections and the person assigned to the work.
Agree who changes occupancy status when a lease becomes active or ends. Decide which staff can post charges, confirm receipts and review exceptions. A manager should be able to follow one tenant's case from the unit to the lease, charge, payment and maintenance record without relying on someone else's spreadsheet.
Features to start with
Roles on the team
- Property Manager
- Oversees occupancy, leasing, collections and open property work.
- Lease Reviewer
- Checks the tenant, unit and terms before a lease is made active.
- Collections Officer
- Records tenant payments and applies them to charges.
- Property Coordinator
- Receives tenant issues and arranges work against the right lease or unit.
Set up Property Management System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.