We listened to you and heard that we need a new training offering. Introducing the Customer Success Package.

Whether you are a brand new user, an existing user interested in exploring new functionality, or just seeking a fast-start method to train other associates, these web-based sessions are designed to quickly transform you into a Tenant Pro power user.

Customer Success Package coursework is presented as separate sessions, beginning with an initial Orientation segment. Next you’ll advance to Setup training, followed by Basic Processes training.

Approximately 2 hours of instruction includes a Question and Answer period.
Complete instruction on how to set up your:

  • Data File
  • Preferences
  • Chart of Accounts
  • Bank Accounts
  • Management Company
  • Owners
  • Properties
  • Vendors
  • Units
  • Tenants

Approximately 2 hours of instruction includes a Question and Answer period.
Complete instruction on Basic Processes including:

  • Applicants - create, background screening integration and move-in
  • Recurring Charges
  • Tenant Charges
  • Batch Tenant Payments
  • Viewing Tenant Ledgers/Statements
  • Generating Late fees/Notices
  • Move-In Move-Out Wizards
  • Entering/Paying Bills
  • Using Paymatic - for management fees and owner disbursements.

The series concludes with a 30-minute One-on-One session scheduled by the customer for a convenient date and time. During this session users have the opportunity to ask specific questions or address issues related to their software and their businesses.

To ensure individual attention, classes are designed to accommodate very small groups in attendance. Register today to secure the dates and times that are most convenient for you.
800-964-2792

Refunds or exchanges cannot be issued for sessions that have been used in full or part.