Management Type - Let Only

To set a property to ‘Let Only’ click on ‘Ownership’ within the property record

A new window will appear, in this window, click on ‘New Owner’ to attach a Landlord.

This will open up the ‘Ownership’ window

Click on the little box at the side of the Landlord field which will bring the contact list up

 

From here select the Landlord by clicking on the line once to highlight in blue and click ‘Select Contact’ – this will bring you back to the ‘Ownership’ window and will have prefixed the Landlord – click ‘Save’

You are now back to the ‘Property Ownership’ window, here you want to select ‘Let Only’ from the drop down list and enter either a ‘Flat Fee’ or ‘%’ and complete the ‘Months’

Click ‘Done’ then ‘Save & Exit’ from the property record

 

*Now ‘Add Lease to Property’

 When you ‘Change Status’ to active it will open up the ‘Charging Schedule’ window

 

Change the date to when you next want to charge and click ‘Create’

When you go to the ‘Schedule’ in the ‘Activity’ tab you will notice it has only created the charges listed below -

• Related Articles

• Management Type - Full Management

  To set a property to ‘Full Management’ click on the ‘Ownership’ button within the property record  A new window will appear In this window, click on ‘New Owner’ to attach a Landlord,   This will open up the ‘Ownership’ window Click on the little box ...

• Adding a New Property (Agent Version)

  Click on the ‘Property’ Module in top tool bar, and then choose ‘New Property’ The following window will appear   Fill in all the details property no/name, address – ‘Sage Department’ (highlighted in the picture) is automatically assigned every time ...

• Management Type - Guaranteed Income

  To set a property to ‘Guaranteed’ click on the ‘Ownership’ tab within a property record.   The following window will appear. In this window, click on ‘New Owner’ to attach a Landlord, this will open up the ‘Ownership’ window     Click on the little ...

• Multi Let Properties

  Multi let – if the property is a number of flats/rooms within one property, or a number of units within an industrial estate.  Choose ‘Multi Let’ under ‘Let Type’, in the property record, this will bring up an additional box   Enter the number of ...

• Management - Safety Inspections

  From the Property tab double click on a property  Then click on ‘Management’ tab, at the bottom of the screen, select the ‘Inspections’ tab and click ‘Add’. Here you may enter a new Safety Inspection for that particular property  Fill in the fields ...