Full Agenda
Thursday, January 01
Service Manager 101
We start at the very beginning—no prior experience needed—and guide you through a basic working knowledge of the feature set. We’ll look at how to take a service issue from initial creation to final resolution, ensuring nothing falls through the cracks. You’ll also learn how to use checklists to keep your team on track and how to seamlessly link maintenance work to tenant invoices and vendor bills. To help you stay organized, we’ll show you how to manage issue lists for instant “at-a-glance” overviews and introduce time-saving features like recurring and memorized issues. While our primary focus is on the fundamentals, we’ll also sprinkle in some essential tips to help you work smarter from day one.
Lesson Objectives
- Create and resolve service issues end-to-end within the Rent Manager ecosystem.
- Utilize checklists and issue lists to maintain an organized, high-level overview of property maintenance.
- Link service requests directly to tenant invoices and vendor bills to ensure accurate financial tracking.
- Save time on common tasks by setting up recurring and memorized service issues.
Thursday, January 01
Scripting 101
We start at the very beginning to demystify how scripting works and show you how to take advantage of these tools today. This session focuses on fundamental scripting logic and introduces you to the built-in aids Rent Manager provides to make writing scripts much simpler than you might think. You’ll explore how scripts function across various modules and see firsthand how a few lines of code can solve complex business needs. You’ll walk away with a solid foundation and the confidence to begin building scripts that make your data work for you.
Lesson Objectives
- Understand the fundamental rules and logic behind the Rent Manager scripting language.
- Identify the key areas where scripting is most commonly used to enhance your system’s output.
- Utilize built-in scripting tools to simplify the writing and implementation of custom code.
- Gain the confidence to create basic scripts that personalize your Rent Manager experience.
Thursday, January 01
Bank Reconciliations 101
In this beginner-friendly session, you’ll learn the foundations of both manual and electronic bank reconciliations. We’ll start at the very beginning and walk you through the step-by-step process of clearing transactions. You’ll also learn how to handle common adjustments, like adding bank service fees on the fly, and we’ll share basic troubleshooting strategies to help you navigate those occasional discrepancies with ease. You’ll leave this class with a clear working knowledge of the tools and the confidence to start reconciling your accounts the moment you’re back at the office.
Lesson Objectives
- Understand the importance of bank reconciliations in maintaining the fidelity of your financial data.
- Perform electronic bank reconciliations within Rent Manager to sync your books with your bank.
- Account for miscellaneous bank items, such as service fees and interest, during the reconciliation flow.
- Apply basic troubleshooting techniques to identify and resolve common balance discrepancies.

