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 video-based sessions are designed to quickly transform you into a Tenant Pro power user.

Approximately 1.5 hours of instruction to set up your Tenant Pro software.

• Create a New Data File

• Customize the Default Chart of Accounts
  • Create new accounts, edit accounts & delete accounts.
• Create New Bank Accounts
• Customize Check Layouts
• Setting Preferences
  • Includes data file settings such as tenant payment application, NSF defaults, and reminders.
• Establish Management Company
  • Includes creating a vendor for the management company and using Tenant Pro as the management company’s accounting software.
• Create Vendors
• Create Owners
• Create Property/Unit Templates
  • Includes an explanation of why templates are used and where they are used.
• Create Properties – Part 1
  • Outlines how to create a property, detailing the management fee setup, and property specific GL accounts.
• Create Properties – Part 2
• Create Property Beginning Balances
• Fast Build
  • Use the Fast Build feature to create units and current tenants at once.
• Create Units
  • Includes how to link default charges to a unit.
• Use Move-In Wizard For Current Tenants
• Enter Tenant Beginning Balances

Approximately 1.5 hours of instruction to utilize basic processes in your Tenant Pro software.

• Create Applicants – Part 1
  • Includes information about Background Screening integration.
• Create Applicants – Part 2
• Applicant Move-In Wizard
  • Outlines how to move in an applicant household and run a tenant screen and lease.
• Post Recurring Charges
• Create One-Time Charges
  • Includes how to edit or delete a charge.
• BatchTenant Payments
• Create Individual Tenant Payments
  • Includes how to edit, NSF, and delete a tenant payment.
• View Tenant Ledger and Statement
• Post Tenant Late Fees
• Issue Late Fee Notices
  • Includes how to set the late fee notice criteria.
• Tenant Move Out Wizard
• Use Checkbook
  • Outlines how to write, edit, delete, and void checks.
• Enter Bills
  • Includes how to edit and delete a bill.
• Pay Bills
• Use Paymatic
  • Outlines how to calculate and pay management fees and owner checks using Paymatic.

800-964-2792