Full Agenda

Thursday, January 01

 

Service Manager 101

Maintaining the quality of your properties is the key to happy residents and a healthy bottom line. If you’ve ever felt overwhelmed by maintenance requests or are just starting to explore how Rent Manager handles service issues, this class is for you. Service Manager 101 is an approachable, welcoming entry point designed for anyone new to our maintenance tools.

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.

 

 

Beginner

Requirements:

NARPM Certified!
CPE Credits: (0)

Thursday, January 01

 

Scripting 101

Rent Manager scripting is a command-based, read-only language that you can use to customize the output of everything from letters to reports to fee calculations and more! If the idea of “coding” feels intimidating, don’t worry—this is the perfect place to start. Scripting 101 is an approachable, welcoming session designed for absolute beginners; no prior experience is required to succeed.

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.

 

 

Beginner

Requirements:

NARPM Certified!
CPE Credits: (0)

Thursday, January 01

 

Bank Reconciliations 101

Performing regular bank reconciliations is the ultimate “safety check” to ensure your financial reports are accurate and your business health is protected. If you aren’t currently reconciling your accounts in Rent Manager, this session is a must-attend! We’ll take the mystery out of the process and show you how to make sure your actual bank balances perfectly match what’s recorded in the software.

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.

 

 

Beginner

Requirements:

NARPM Certified!
CPE Credits: (0)