Get 20% off this month when you try our services! Contact us . Microsoft D365 business Central
Get 20% off this month when you try our services! Contact us . Microsoft D365 business Central
Lease unit management feature allows the creation of a multilevel unit structure, as well as the expansion and collapsing of a unit tree view. It is possible to have building, floor and unit data, or create even more levels as per your business.
Store tenant data: company and contact information, personal data (as per GDPR requirements), bank accounts; separate existing and prospect tenants, track due invoices, debts and payments
Save time creating lease contracts on your branded templates with all the contract data filled in automatically, set up various pricing rules, add multiple services or lease units to one contract, set reminders on contract expirations to the lease contract card and send it over to the tenants directly form the system.
Create a recurring maintenance schedule for asset, Planed inspection, elevator checks, and other periodic activities.
Create invoices for entire properties, or just for a specific service/tenant/lease unit based on charges calculated. Send out invoices automatically in PDF by email directly from the system.
Solve property maintenance issues efficiently, track customer's request and plan the works; create work orders, assign responsible employees, set up appointment times, manage status of the orders, prepare a purchase invoice/order if needed, and create sale invoice directly from the work order.
Setup meters, build their structure and track meter readings. Assign multiple lease units to one or several meters, set different allocations to distribute those amounts and use import/export for posting the consumption.
Grant tenants' access to the web portal where they can check their contract details, input work orders and track their status, submit turnover/sales entries, download invoices and see payment history
Calculate common area maintenance fees and allocate those amounts to the tenants. Use different allocation methods depending on the type of costs, administration, taxes, maintenance, utilities etc. to create monthly CAM fees and distribute accordingly.
Benefit from integrated financial accounting, create complete building, unit, lease, and tenant records to invoice your clients and manage overdue.
Enjoy easy access to prepared build-in and PowerBI real time financial and real estate related reporting and statistics. Analyze your data from different sources all in one place by territories, buildings, sites or units as well as detailed rent, lease status, sales and financial report.
Keep track of existing clients and new sales opportunities with industry dedicated Microsoft Dynamics 365 Sales.
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