Before you start
Many users play around with Rentables before they commit. If you entered any bogus data you will want to be sure clear that data before you start entering real information. See Clear your sample data before you start.
Before you start entering data you will want to organize your data for efficient data entry. This is especially important if you have many properties. Here's the basic information you will want:
- Owner name and email address
- Property street address
- Management fee amount (percent or fixed)
- Current tenant name and email address
- Current lease terms (amount, start, end)
- Security deposit (held by you or the owner)
Don't worry about populating every field
Rentables allows you to store a bunch of information. Don't let this overwhelm you. Just enter the minimum to get started or that is important to you. Almost all fields are optional.
The more properties you have, the more important it is to make a plan of attack. Break your properties up into manageable batches. If necessary spread your transition over a couple months. It might even make sense to open a new trust account and move funds over as you transition properties to Rentables. This can make transitioning account system a little more methodical.
Once you have your data organized and a plan in place, it's time to execute. Try to stick to your plan and adjust your plan if necessary. The most important thing is to keep your transition on track and set yourself up for success.
Ask for help
If you need help, just ask using the in-app messenger. If you have you data in Excel it might be possible for us to import your data. We'll help as best as we can.