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Pauline Marchand

Tasks

A rent receipt confirms the payment of the rent and charges. You can generate rent receipts for several contracts at once and send them to your tenants.

How to generate and send rent receipts?

You can create your own tasks (also called activities) and link them to a contract, a building or a unit. They then appear in your list of tasks to do.

How do I add custom tasks?

A rent request is a document sent to the tenant to announce the amount of rent and charges for the upcoming period. You can generate them for several contracts at…

How to create rent requests?

Administrative tasks 

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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