HELP ARTICLE

Property Management Template for Extender


Form Name: Property Maintenance

Form ID: PROPERTY

Solution: Property Management Template

The Property Maintenance form will track all of the properties. It tracks such things as the address, manager information, and the type of property. The Notes button opens a notes Extra Window that can be used to track notes.

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Form Name:
Tenant Maintenance

Form ID: PM_TENANT

Solution: Property Management Template

The Tenant Maintenance form will track the tenants. It uses an auto incremented Tenant ID. It will track such things as the property they occupy, their contact information, and the Lease information. The History button will open the Receivables Transaction Inquiry – Customer window so you can see all existing cash receipts for the customer. The Cash Receipt button will open the Cash Receipts window with the Customer ID populated with the Tenant ID so that you can enter a Cash Receipt for the rent payment. The Vehicles and Occupants buttons will open other Extender Forms to track information on the tenants vehicle and roommates. The Prev Address and Employment buttons will open addition windows to track this additional information.

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Form Name: Additional Occupants

Form ID: ADD_OCCUPANT

Solution: Property Management Template

The Additional Occupants form will track all of the additional occupants living with a tenant. It tracks their name, age, and relationship to the main tenant. It is accessed from the Tenant Maintenance form.

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Form Name:
Tenant Vehicle Maintenance

Form ID: VEHICLE

Solution: Property Management Template

The Tenant Vehicle Maintenance form will track all of the additional occupants living with a tenant. It tracks their pertinent information about the vehicles the tenant has at the property. It is accessed from the Tenant Maintenance form.

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Form Name: Unit/Apt Maintenence

Form ID: UNIT

Solution: Property Management Template

The Unit/Apt Maintenance form will track information about each unit in the property. It tracks such things as the size, amenities and Inclusions for the property. The Documents window stores a link to the Lease Agreement as well as information on the person who did the Lease.

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Form Name:
Technician Maintenance

Form ID: TECHNICIAN

Solution: Property Management Template

The Technician Maintenance form will track information about the Technicians available to complete Work Orders. It will track such things as their contact information and job skills.

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Form Name:
Work Orders

Form ID: WORK_ORDERS

Solution: Property Management Template

The Work Orders form will track the work orders submitted. It will track such things the tenant and unit needing the work, the date reported and completed. The Problem Description button will open a Note window to track what the issue reported is. The Assigned To button will open an extra window to track which technician the work order is assigned to. The Materials button will open the Maintenance Labor and Materials form with the Work Order populated.

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Form Name: Maintenance Labor and Materials

Form ID: LABOR_MATERIAL

Solution: Property Management Template

The Maintenance Labor and Materials form will track labor and materials used on a Work Order. It is accessed from the Work Orders form.

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Note:
These templates are designed to be a starting place for your reporting needs.  While we try to make them as accurate as possible, we always recommend you check them with your data as we don’t guarantee their results.  Differences in how data is entered and used in Microsoft Dynamics GP can produce different results with these templates.

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