AgentPro Upgrade – Invoices and Maintenance Jobs

  • AgentPro Upgrade – Invoices and Maintenance Jobs

    The first update makes it incredibly easy to e-mail and edit invoices.

    On the accounts section, if you double click on the tenant or the landlord you need, then select ‘All Invoices’ you’ll be able to reproduce an invoice that you can send to the tenant or landlord.

    Before this update, you’d select the icon of the document at the top (next to the bin). However you’ll now notice a drop down arrow next to it – if you select this you can create an online version, which you can edit as you like.

    If you’d like to e-mail it to your tenant or landlord, that’s incredibly easy too – just select the ‘email’ icon at the top. It will create an email template, complete with recipient, sender, subject, content, and the invoice attached as a PDF.

    The second change also makes it easy to create documents – this time it’s the maintenance reports.

    Within the maintenance screen, there is now a Microsoft Word icon at the top of the screen. If you click that, the maintenance order will be created produced as a Word document, which you can edit, print or save as you’d like.

    These two changes both make it easy to communicate invoices, repairs and maintenance, and it’s incredibly easy – there’s no need to spend ages typing the details in by hand!

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