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Tenant Pro 7 - Customer Success Package

Customer Success Package

We listened to you and heard that we need a new training offering. Introducing the Customer Success Package.

Whether you are a brand new user, an existing user interested in exploring new functionality, or just seeking a fast-start method to train other associates, these video-based sessions are designed to quickly transform you into a Tenant Pro power user.

Set Up Training

Approximately 1.5 hours of instruction to set up your Tenant Pro software.

  • Create a New Data File
  • Customize the Default Chart of Accounts
    • Create new accounts, edit accounts & delete accounts.
  • Create New Bank Accounts
  • Customize Check Layouts
  • Setting Preferences
    • Includes data file settings such as tenant payment application, NSF defaults, and reminders.
  • Establish Management Company
    • Includes creating a vendor for the management company and using Tenant Pro as the management company’s accounting software.
  • Create Vendors
  • Create Owners
  • Create Property/Unit Templates
    • Includes an explanation of why templates are used and where they are used.
  • Create Properties – Part 1
    • Includes how to set the late fee notice criteria.
  • Tenant Move Out Wizard
  • Use Checkbook
    • Outlines how to write, edit, delete, and void checks.
  • Enter Bills
    • Outlines how to create a property,
    • detailing the management fee setup,
    • and property specific GL accounts.
  • Create Properties – Part 2
  • Create Property Beginning Balances
  • Fast Build
    • Use the Fast Build feature to create units and current tenants at once.
  • Create Units
    • Includes how to link default charges to a unit.
  • Use Move-In Wizard For Current Tenants
  • Enter Tenant Beginning Balances

Basic Processes

Approximately 1.5 hours of instruction to utilize basic processes in your Tenant Pro software.

  • Create Applicants – Part 1
    • Includes information about Background Screening integration.
  • Create Applicants – Part 2
  • Applicant Move-In Wizard
    • Outlines how to move in an applicant household and run a tenant screen and lease.
  • Post Recurring Charges
  • Create One-Time Charges
    • Includes how to edit or delete a charge.
  • BatchTenant Payments
  • Create Individual Tenant Payments
    • Includes how to edit, NSF, and delete a tenant payment.
  • View Tenant Ledger and Statement
  • Post Tenant Late Fees
  • Issue Late Fee Notices
    • Includes how to edit and delete a bill.
  • Pay Bills
  • Use Paymatic
    • Outlines how to calculate and pay management fees and owner checks using Paymatic.

* Customer Success Package is a series of videos that will be mailed to you via CD. Shipping charges are additional.