Legal
How to Create a Building/Complex and Add a Property WAR
Step-by-Step Instructions This process has two parts: Part A – Create the Building/Complex record. Part B – Add a Property (unit) and link it to that Building/Complex. You only need Part A if the building or complex does not already exist in ...
How to Create a Building/Complex and Add a Property
Step-by-Step Instructions This process has two parts: Part A – Create the Building/Complex record. Part B – Add a Property (unit) and link it to that Building/Complex. You only need Part A if the building or complex does not already exist in ...
SMS Body Length & Restrictions
The length of a standard SMS is 160 characters. WinSMS supports long SMS messages of up to 918 characters (taking into account the symbols that count as 2 characters. This is equivalent to 6 concatenated messages in total. The messages are broken up ...
PropWorx Portals: Register Tenants and Landlords to Portal
Tenants and Landlords can access the online portals by visiting https://portal.propworx.co.za/ Step by step guide for tenants/landlords on how to access the portal: https://mypropworx.com/portals/ REGISTER CLIENT Before registering clients, ensure ...
Rental Escalations
Users have the capability to manually process rental escalations, both individually and in bulk. When escalations are processed, user can: Ensure to update rental commission under the Landlord expenses to reflect new commission (see Landlord ...
Admin Dashboard - Rental Reports
1. Click Admin on the Main Menu. 2. Click on Dashboards. 3. Dashboards screen will open. 4. Under the "Lease Reports" section, click on the dashboard report button to open. The following reports and widgets are available: Leases Vacating Leases ...
Manage Vacating Tenants & Report
Additional Processes for vacating tenants (optional): Add Provision for the Deposit: To ensure that the deposit is not paid out but held back until the deposit needs to be refunded. Add Exit Inspection record: This will create a reminder for the ...
Manage & Archive Rental Files
Watch Video - PropWorx © 1. Click Admin on the Main Menu. 2. Click on Customer Files. 3. Select Rental on the menu heading. 4. Tick file from File List and click Manage File button. 5. Manage file screen will open. 6. Users have the flexibility to ...
Manage Legal Records
1. Click Admin on the Main Menu. 2. Click on Customer Files. 3. Select Rental on the menu heading. 4. Click on the File Name to open the file. 5. Customer File will open. Click on Legal on the file tab ribbon bar. 6. Legal screen will open. Add a ...
Load & Manage Legal Transactions
During legal issues, you can log transactions as either owner costs or tenant costs. These transactions fall into three categories: Fees (agency income), Payments (money sent to third parties), and Provisions (funds kept in the bank for future fees ...
Legal Report
1. Click on Admin in the Main Menu. 2. To access the legal report, there are two methods: Option 1: Click on Dashboard in the sub-menu, then select the Legal button. Option 2: Click on Reports. Under the Rentals heading menu, select Legal Report. 3. ...
Manage Tenant Profile
1. Click Admin on the Main Menu. 2. Click on Customer Files. 3. Select Rental on the menu heading. 4. Click on the File Name to open the file. 5. Customer File will open. Click on Tenants on the file tab ribbon bar. 6. Tenant screen will open. Add a ...
Manage Rental Mandate Details
1. Click Admin on the Main Menu. 2. Click on Customer Files. 3. Select Rental on the menu heading. 4. Click on the File Name to open the file. 5. Customer File will open. Click on Mandate on the file tab ribbon bar. 6. Mandate tab screen will open. ...
Add & Manage Lease Details to Rental File
1. Click Admin on the Main Menu. 2. Click on Customer Files. 3. Select Rental on the menu heading. 4. Click on the File Name to open the file. 5. Customer File will open. Click on Lease on the file tab ribbon bar. 6. Lease tab screen will open. 7. To ...
Manage Rental Landlords Profile
Watch Video - PropWorx © 1. Click Admin on the Main Menu. 2. Click on Customer Files. 3. Select Rental on the menu heading. 4. Click on the File Name to open the file. 5. Customer File will open. Click on Landlords on the file tab ribbon bar. 6. ...
Creating a Rental File
When should a new file be created? A new customer file is necessary whenever there are changes to the parties involved in the agreement, including: • A new tenant moves into the property. • An existing relocates from one property you manage to ...