agentOS
- How do I email all tenants on a property block in agentOS?
- How do I print a sales brochure and window display?
- How do I market sales properties on Rightmove and other portals?
- How do I import sales properties, vendors and applicants?
- How do I fix incorrect property locations on Rightmove and other portals?
- How do I access Right to Rent reports?
- How do I quickly add a sales instruction?
- How can I request a custom automation for my agency?
- How to Request a New Calmony Account
- What are your working hours over Christmas?
Power Reporting
- What is Power Reporting and how do I use it?
- How do I record mortgages and repossession cases?
- How do I find properties without certificates like EPC or Gas Safety?
- How do I check tenant balances by property or landlord?
- How do I view tenant balances on a landlord's account?
- How do I track rent collection performance by property manager?
- How do I use the People Balances report?
- How do I use the Let Agreed Tenancies Report?
- How do I search for people by phone number or email?
- How do I use the Last Rent Increase Report?
- How do I search for contractors including by type?
- How do I use the Contractor Invoices report?
- How do I upload a Power Report file in agentOS?
Property Sales
Lettings
- What tags can I use in a window display template?
- What tags can I use in a custom tenant document template?
- What tags can I use in a tenancy agreement template?
- What tags can I use in a custom tenancies document template?
- What tags can I use in a property brochure template?
- What tags can I use in a custom lettings property document template?
- What tags can I use in a custom landlord document template?
- What tags can I use in a landlord instruction template?
- What tags can I use in an inventory template?
- What tags can I use in a guarantor agreement template?
- How do I set up a Guaranteed Rent or Rent Guarantee service in agentOS?
- How do I create additional appointment types for use in the diary?
- How do I create and send a tenancy agreement in agentOS?
- How do I release a tenant from a tenancy in agentOS?
- How do I change an end date on a tenancy in agentOS?
- How do I remove an end date from a tenancy in agentOS?
- How do I renew a tenancy in agentOS?
- How do I set up or edit a rent schedule on a tenancy in agentOS?
- How do I set up a Rent to Rent scheme in agentOS?
- How do I rescind a notice on a tenancy in agentOS?
- How do I generate a URL link to send a document via email in agentOS?
- How do I set up and manage property blocks in agentOS?
- How do I generate a property list for an applicant in agentOS?
- How do I use Quick Add Tenancy in agentOS?
- How do I upload a floorplan to a property in agentOS?
- How do I send a mass email or mail merge to my contacts in agentOS?
- How do I run a credit check on a tenant in agentOS?
- How do I add a tenant to a Let Agreed tenancy in agentOS?
- How do I mark a tenancy as Let Agreed in agentOS?
- How do I set up or edit a rent breakdown in agentOS?
- How do I sign a tenancy agreement in agentOS?
- What happens if a tenancy is signed after the start date?
- How do I upload referencing and ID documents to a tenant's record in agentOS?
- How do I view appointments booked on a property in agentOS?
- How do I add a virtual tour to a property listing in agentOS?
- How do I find out who added a landlord, tenant, or contractor in agentOS?
- How do I create and use a payment schedule template in agentOS?
- What is a periodic tenancy in agentOS?
- What is Portal Media and how does it work in agentOS?
- What is the process for setting up a new tenancy in agentOS?
- How do I view matching properties from an applicant's record in agentOS?
- How do I find applicants that match a tenancy from the property in agentOS?
- How do I book an inspection appointment from the Inspections grid in agentOS?
- How do I manage and monitor inspections in agentOS?
- How do maps work in agentOS?
- How do I make an EPC public on a property advert in agentOS?
- How do I link a landlord to a property in agentOS?
- How does agentOS calculate pro-rata rent?
- How do I record and manage lettings offers in agentOS?
- Why can't my landlord log in to the landlord portal?
- How do I send a landlord their login details for the landlord portal?
- How do I add an inventory to a tenancy in agentOS?
- How do I set up and record interim inspections in agentOS?
- How do I assign a head tenant in agentOS?
- How do I access functions that were removed from the agentOS search bar?
- How do I add areas to a branch in agentOS?
- How do I add or remove facility types in agentOS?
- How do I produce and send a landlord Self Assessment tax report in agentOS?
- How do I find a landlord record that has been anonymised in agentOS?
- Can I delete a property or person record in agentOS?
- How do I process a deposit deduction in agentOS?
- How do I download an AML check report in AgentOS?
- How do I email all tenants on a tenancy in AgentOS?
- Why are emails bouncing back in AgentOS?
- How do I end a tenancy and issue a notice in AgentOS?
- How do I extend a tenancy in AgentOS?
- What photo dimensions should I use for marketing in agentOS?
- How do I create and use custom SMS templates in AgentOS?
- How do I carry out full referencing via Rightmove in AgentOS?
- How do I perform a credit check and view historic credit checks in AgentOS?
- How do I upload external referencing documents to a tenant's record in AgentOS?
- What is the Credit Check widget in agentOS?
- How do I create an applicant in AgentOS?
- How do automatic diary appointment confirmations work in agentOS?
- How do I change the rent collection date on a tenancy in AgentOS?
- How do I close a tenancy in AgentOS?
- How do I create a new property in AgentOS?
- How do I delete or abandon a tenancy instruction in agentOS?
- How do I add meter readings to a tenancy in AgentOS?
- How do I add and manage keys in AgentOS?
- How do I add contact details to a person's profile in AgentOS?
- How do I add a landlord in AgentOS?
- How do I advertise a tenancy in AgentOS?
- How do I add a closing inspection in AgentOS?
- How do I create a tenancy instruction in AgentOS?
- How do I add a guarantor to a tenant in AgentOS?
- How do I view and use the Active Landlords List in AgentOS?
- What is the AML Dashboard in AgentOS?
- How Do I Arrange Access to a Property in AgentOS
- How do I create and manage maintenance jobs in agentOS?
- How do I integrate Fixflo with agentOS?
- What maintenance reporting options are available in agentOS?
- What are online brochures in agentOS?
- How do I send mass emails or mail merge to contacts in agentOS?
- How do I email all tenants in a block tenancy in agentOS?
- How do I manage property inspections in agentOS?
- How do I delete an instruction or abandon a signed tenancy in agentOS?
- How do I download AML check reports in agentOS and Calmony?
- How do I add virtual tours to my property marketing feeds in agentOS?
- How do I view appointments booked on properties in agentOS?
- How do I access functions removed from the agentOS search bar?
- How do I change rent collection dates in agentOS?
- How does agentOS handle rent due dates in February during non-leap years?
Features
- What data does agentOS send in the overnight BLM feed to Rightmove?
- What can vendors do in MyProp app?
- What can buyers do in the MyProp app?
- How do my customers use the MyProp app?
- What can contractors do in MyProp app?
- What can tenants do in MyProp app?
- What can landlords do in MyProp app?
- What is MyProp app and how does it work?
- How do I send a custom email template to a contact in agentOS?
- What is the Website Payment App and how do I use it?
- How do I set up standing orders (recurring payments) using the agentOS Payment App?
- How do I request a one-off payment using the agentOS Payment App?
- What are the benefits of using e-signature solutions in agentOS?
- What e-signature features are available in agentOS?
- How do I set up Branded Emails in agentOS?
- Does agentOS host my domain when I use Branded Emails?
- What technical changes are needed for agentOS Branded Emails?
- What's the difference between Send & Receive and Send Only branded email options?
- What email addresses does agentOS provide by default?
- What are agentOS Branded Emails?
- What's the difference between Send-Only and Send & Receive SMS?
- How do I set up SMS services with agentOS?
- What can I use agentOS SMS services for?
- How much does Send & Receive SMS cost?
- How much does Send-Only SMS cost?
- What SMS services does agentOS offer?
- What links and features can I include in an online brochure?
- How do I customise the branding for online brochures and MyProp?
Pricing
OFSI
Finance & Accounting
- How do I reconcile and link bank statement entries in agentOS?
- How do I use the Reconcile System to Bank report in agentOS?
- How do I print or email a receipt in agentOS?
- How do I pay landlords and contractors who are in credit in agentOS?
- How do I check and correct invoiced sales account balances across branches in agentOS?
- How do I issue a manual rent refund in agentOS?
- How do I manually upload bank statements to agentOS?
- How do I set up and manage management fees in agentOS?
- How do I set up agentOS for Making Tax Digital?
- How do I make a bond or deposit due or undue in agentOS?
- How do I record a bank deposit for cash, cheque, or card payments in agentOS?
- How do I make rent due or undue manually in agentOS?
- How do I unlink a saved statement reference in agentOS?
- How do I use universal bank upload templates?
- What do I do if a tenancy was signed without a head tenant?
- How do I set up a fixed management fee on a tenancy?
- How do I set opening balances when going live on agentOS?
- How do I run the ROPL-01 tax report for landlords?
- Why has rent not been called for a tenancy?
- How do I edit or hide entries from a landlord invoice in agentOS?
- How do I set up and use Direct Debits in agentOS?
- How do I correct a credit that has been posted to the wrong tenant?
- How do I set up a contractor commission in agentOS?
- Does agentOS have a Contra function?
- How do I clear down people balances in agentOS?
- How do I use the Excel template to check an RSTB difference?
- How do I fix account balance discrepancies in agentOS?
- How do I link and post a statement entry to multiple people in agentOS?
- How do I set up or adjust a landlord float in agentOS?
- How do I get an annual breakdown of my invoiced sales?
- How do I use View Accounts in agentOS?
- How can I tell if a specific invoice has been processed?
- How do I add a nominal code in agentOS?
- How do I change the draw down method to Draw Down Paid Sales Only?
- How do I complete a draw down of paid sales in agentOS?
- How do I manually refund or charge NRL tax in agentOS?
- How do I run NRL reports and perform an NRL draw down in agentOS?
- How do I set NRL status for a landlord in agentOS?
- How do I send payment requests to tenants at the let agreed stage in agentOS?
- What do I do if an agentOS Proptech payment has not automatically linked to the payee?
- How does the agentOS Payment App handle client money and how long do payments take to clear?
- How do I reconcile payments for tenants on closed tenancies in agentOS?
- How do I fix a cash or card payment that was incorrectly linked as an electronic payment in agentOS?
- How do I use payment status filters in agentOS?
- How do I reconcile one bank statement entry to multiple payment groups in agentOS?
- How do I reconcile a cash or card payment in agentOS?
- How do I record a cash or card payment received from a client in agentOS?
- What are payment groups in agentOS and how do I manage them?
- How do I make a payment out to a person in agentOS?
- How do I set up Open Banking in agentOS?
- What should I do if Open Banking is not refreshing in agentOS?
- How do I renew my Open Banking authorisation in agentOS?
- How do I transfer money between two people's accounts in agentOS?
- How do I set up automatic transfers to my custodial deposit scheme in agentOS?
- How do I cancel or stop an Auto Transfer in agentOS?
- How do I set up an Auto Transfer in agentOS?
- How do I disable an Auto Charge on a tenancy in agentOS?
- How do I set up Auto Charges on a tenancy in agentOS?
- How do I use Account Status in the Rent Chase list?
- How do I delay a rent chase for a tenant in agentOS?
- How do I make a journal transfer in agentOS?
- How do I create and manage sales and lettings invoices?
- How do I check tenant balances before my first bank reconciliation?
- How do I add a credit to a tenant's account for funds received before my accounts start date?
- Why do I need to reconcile my draw down transfer the next day?
- How do I complete my first fee draw down?
- What is a fee draw down?
- How do I process my first landlord payments?
- What is a rent chase?
- How do I find which tenants have overdue rent?
- How do I chase multiple tenants at once?
- How do I record tenant responses to rent chases?
- How do I send my first statement to a landlord?
- How do I send a rent chase to an individual tenant?
- I can't see a landlord I was expecting to pay—what should I check?
- What is "Funds Unallocated" and why shouldn't I pay it?
- What does "Pay People In Credit" mean in agentOS?
- How do I process council payments for tenants in agentOS?
- How do I know which tenant to link a payment to in agentOS?
- What do blue payment entries mean in agentOS?
- What does "processing incoming payments" mean in agentOS?
- Why hasn't rent appeared in a landlord's account?
- Why can't I see a landlord in the Pay People in Credit section?
- How do I remove rental arrears from a tenant's account?
- How do I process my first tenant rent payment?
- How do I manually put a tenant into rental arrears in agentOS?
Customise
- How do I use custom fields in agentOS document templates?
- How do I add, hide, and rename fields in agentOS?
- How do I add, hide, and rename tabs in agentOS?
- How do I customise maintenance job status types in agentOS?
- How do I display custom fields in my documentation templates?
- How do I use custom fields with the API?
- How do I customize and rename tabs and fields?