Residents

The Residents page provides comprehensive management of all resident-related information and operations.

Residents Page

Further Reading:

• Resident Details
• Tax Abatements

Overview

The Residents page allows property managers to:

• View and manage resident information

• Track resident accounts and balances

• Manage one time and recurring charges/credits

• Filter for residents by name, unit, building, etc.

• Filter for board members and view accounts of previous ownership

• Search for notes on Resident accounts

Resident List

The main view shows a list of all Residents with key information:

• Building

• Unit

• Account

• Name

• Current Balance

• Last Payment Date

• Last Login Date

• Manage (Actions)

  You can filter and sort the Resident list using various criteria from the filter box at the top.

Actions

The Residents table provides buttons to

• Open the Resident Details Screen

• Record a Manual Payment - Handle checks from Residents that are manually deposited

  

  Record Payment

  • The Manual Payment button is colororized to indicate the status of PropMan Payments setup

    • Purple - PropMan Payments is not setup

    • Yellow - PropMan Payments is setup

• Resident-Level Recurring and One-Time Adjusements - view and manage recurring and one-time adjustments to Resident accounts

  

  Recurring and One-Time Adjusements

  • Rows that are greyed out are read-only and are editable in Building Adjustments

  • Add or edit recurring charges

  • Apply one-time charges/credits

  • The Adjustments button is colororized to indicate is there are anyRecurring Adjustments to the Resident account

    • Purple - No recurring adjustments

    • Yellow - One or more recurring adjustments

• Work Orders - launch the Work Orders screen for the Resident

  • The Work Orders button is colororized to indicate any open Work Orders for the Resident

    • Purple - No open Work Orders

    • Yellow - Open Work Orders

Search for Notes

You can search for notes on Resident accounts by entering a search term in the filter box and clicking the search icon.

Resident Details

View and edit Resident details for a specific resident.

To open the Resident Details screen, click the hamburger menu button under Manage.

The Resident Details screen includes:

• Personal Information

• Account History

• Payment Records

• Communication History

• Notes