How to Create and Sign a Lease
Steps to Follow 1. If you are already logged in to your Proprio Expert account and have already created the company, property, and unit for the lease, skip to step 15. 2. Go to proprioexpert.ca, and click on “Free Trial” at the top right. 3. Enter your personal information, and click on “Continue.” 4. Once…
How the Tenant Access Works
Steps to Follow If the tenant already has a tenant access, skip to step 7. 1. To create an access for a tenant, go to the “Data” tab and the “Contacts” subtab. 2. Click on the tenant to which you want to give the access. If the tenant is not in your contacts, follow this…
How to Create a Dispute
Steps to Follow 1. Go to the “Management” tab and the “Disputes” subtab. 2. Click on “Add” at the top right. 3. Describe the dispute in the “Description” section. 4. Enter the file number. 5. Select the registration date, the date of appearance, and the time of appearance. 6. Select the entity to which the…
How to Send a Report by Email
Steps to Follow 1. Go to the “Reports” tab. 2. Click on the report you want to send via email. 3. Select/tick the options for the report (period, assignation, include, contact, etc.). 4. Click on “Send” at the top right. 5. Next to the “Recipients” row, click on the icon of a person with a…
How to Delete a Contact Group
Steps to Follow 1. Go to the “Data” tab and the “Contacts” subtab. 2. Click on “+” next to “Contact groups.” 3. Select the group you want to delete under “Contact Group.” 4. Click on the three dots next to “Contact groups.” 5. Click on “Delete,” and answer “Yes” to the question. 6. Click on…
How to Create a Contact Group
Steps to Follow 1. Go to the “Data” tab and the “Contacts” subtab. 2. Click on “+” next to “Contact groups.” 3. Select the contacts that you want in the contact group. 4. Click on the three dots next to “Contact groups.” 5. Name the contact group. 6. Click on “Add” and on “OK.” 7….
How to Send a Late Payment Notice to a Tenant
Steps to Follow 1. Go to the “Letters” tab. 2. Click on “Late payment” in the “Accounting” section. 3. In the “Include” section, tick the elements that you want to include in the notices. 4. Check that the notices contain the correct information. 5. Click on “Send” at the top right to send the notices…