Now that you are almost all set up with Rex PM, welcome to stage 3. Let’s take it up a level.
How to create a Property Record
You can create a Property Record which is the hub to your work using the steps in the below help article:Creating a Property
Creating Contacts
Contacts make up a great deal of records and is your starting point for any Ownership, Tenancy, Supplied and Deposit Authorities: Creating a Contact
Tenancies & Lease Agreements
Tenancy records are made up of contacts ready for your Lease Agreement:
Creating a Tenancy
Create and Manage a Lease Agreement
Ownerships & Management Agreements
Ownerships are made up of contacts ready for your Management Agreement:
Creating an Ownership
Create and Manage a Management Agreement
Task Checklists
RexPM has a great task engine where you can create your own checklists to apply when different tasks are used, like Inspections or Maintenance:
Task Checklist
Message Center
Get ready to get in contact with your Owners and Tenants by setting up your Templates ahead of time:
Creating Message Templates
