Estate Agent Pro Enterprise

Letting's Screen

Letting's Screen

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Letting's Screen

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The letting's screen is where you can communicate with landlords and record income/expenditure against their properties. Statements and balances of account can also be generated.

 

Lettings Screen Letting's Screen

 

LettingsScreen

 

This screen can be broken down into 6 different areas.

 

Landlord's Name & Address Landlord's Name & Address

 

LettingsScreenLandlords

This grid contains a list of all landlords. By means of the buttons on the navigation panel at the bottom left of the grid, landlords can be added or deleted. See How do I use the navigation buttons? for further information.

 

You can move between landlords  by clicking on the landlord or using the progressive search facility. For example if, when the grid is focused, you press the J key it will move to Jones Jerry.

 

Contact Details Contact Details

 

Contact Details

These are the contact details that have been entered for the landlord. These can be changed by clicking on the button on the right hand side of the landlord's name and address shown in the Client panel.

 

See How do I use the contact details grid? for further information on how to use this grid.

 

Client/Notes/Accountant Client/Notes/Accountant

 

Client/Notes/Accountant

Client: To change the clients details click on the button on the right hand side of the client's name and address. This includes the ability to add contact details. See the Client's Screen for more information.

 

Notes: Any informational notes can be added here.

 

Accountant: The landlord's accountant can be selected, changed or added here.

 

Properties Properties

 

LettingsScreenProperties

This is a list of properties that the currently selected landlord owns.

 

Existing rental properties can be added here by means of the btnNavAdd button but are more normally assigned to the landlord as the vendor when initially added. Deleting a property by means of the btnNavDelete button will remove the link to the landlord. It will not delete the property.

 

Double clicking on an individual property will open the Properties Screen focused to the respective property.

 

Ribbon Bar Ribbon Bar

 

Ribbon Bar

 

The buttons on the ribbon bar can be used as follows:

 

Balance Button

Displays a screen where you can specify the date range to use which defaults to the beginning of the current month. A report of the balance outstanding of all landlords is then generated.

Statement Button

Displays a screen where you can specify the date range to use which defaults to the beginning of the current month. A report of statement of accounts of the selected landlord is then generated.

Expenditure Button

Displays a screen listing all expenditure entered for the selected property of the selected landlord where new expenditure can be added. A report of this expenditure can also be printed.

 

See the Letting's Income/Expenditure Screen for more information.

Income Button

Displays a screen listing all income entered for the selected property of the selected landlord where new income can be added. A report of this income can also be printed.

 

See the Letting's Income/Expenditure Screen for more information.

Include/Exclude Archived Button

Toggles the inclusion/exclusion of the selected landlords archived properties.

btnLandlordNewCommunication

Opens the letters screen where you can send bulk mailings of predefined letters to the landlords by either text, email or post. All letters sent are saved in the sent letters of the respective landlord.

 

See the Communications Screen for more information.

Draft & Sent Button

Provides details of all communications previously sent to the currently selected landlord. Communications can be resent from this screen.

 

See the Customer Communications Screen for more information.