Role Based - What Will I Learn?

Support Staff

Suited for receptionists and administrative support staff who keep operations running smoothly! This workshop will show you the basics of PropertyTree so you can feel confident and assist the team.

 

 

 

 

 

Topics include:

  • Navigating PropertyTree
  • Adding Ownership, Property & Tenancy profiles
  • Notes & Alerts
  • Portal Messaging
  • Basic Receipting
  • Key Management

 

Price: $330* incl. GST

Duration: 3.5 hours 

Delivery option: Classroom, Live Webinar, Self-paced eLearning

 

*Minimum of 2 hours for onsite.
+Travel time incurred included in hours.
^ Hours will automatically expire if not used within 6 months of purchase.

Property Managers

Property Managers are very busy people so it’s important to be as organised as possible. Learn how to use PropertyTree to stay on top of important tasks to ensure you get the most out of each day

 

 

 

 

 

Topics include:

  • Managing Maintenance
  • The Inspection Process
  • Lease Renewals & Rent Changes
  • Tenant Invoices
  • Vacating Tenant Process

 

 

 

Price: $660* incl. GST

Duration: 1 Day 

Delivery option: Classroom, Live Webinar, Self-paced eLearning

 

Snr Managers & Principals

As a leader you are responsible for ensuring your team are performing well. Whilst it is great to see the areas of the business that are flourishing, it is also helpful to identify areas that might not be doing so well. If due diligence & risk management are your thing, then this is the workshop for you.

 

Topics includes:

  • Data Health Check
  • Audit & Revenue Reporting
  • User Management
  • MS Excel Tips & Tricks

 

 

 

 

Price: $330* incl. GST

Duration: 3.5 Hours

Delivery option: Classroom, Live Webinar, Self-paced eLearning

Trust Accountants

This workshop covers the practical skills and knowledge to manage day to day financial transactions within the business, using PropertyTree. It is recommended for the bookkeeper of the agency and anyone who is responsible for the end of month process.

 

 

 

Topics include:

  • Invoice Genius
  • Agency Fees
  • Bank Reconciliation
  • Creditor & Owner Payments
  • Close of Period
  • Cancelling Transactions

 

Price: $660* incl. GST

Duration: 1 Day

Delivery option: Classroom, Live Webinar, Self-paced eLearning

 

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