Overview
It is essential to maintain a system whereby you can keep accurate
records of when action is required on behalf of a client. This may
be a rent review, rent increase, option to determine, insurance
renewal date and any number of similar matters. This program provides
a simple way to record this information and present it in a way
that ensures that action dates are not forgotten. It is very flexible
and, once the details have been entered, the information can be
presented in a variety of ways.
Summary information
Most of the information you will need is displayed on the main screen.
You can scroll through the records or add new details as necessary.
The information displayed is comprehensive and can be adapted. of
management and rent collection.
Reports
The program incorporates a number of pre-configured reports. You
can print to the screen or the printer details of when action is
due and what action is required. Any of the reports can be filtered
to select some or all of the properties or to show only a certain
type of action, action due in the next 6 months etc. We find that
users often have their own requirements for the report format and
we would be pleased to write additional reports as required so that
the program is customised for you.
Practical application
The software was designed by a busy firm of Chartered Surveyors
and is in daily use. At the end of each month, a report is prepared
showing the properties where action is required, what is to be done
and who is responsible. This is then distributed to all relevant
staff. When the task has been completed (e.g. the rent review has
been settled) this is marked on the main screen and it will no longer
appear as a matter requiring attention. This provides an additional
check by a supervisor or principal on the progress of matters which,
if neglected, could have serious consequences. This is just one
of many ways in which the program can be of great help in keeping
track of action dates in a busy office.
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