Introduction to Property Tree (Online Classroom)
This online course is perfectly suited to new users wanting to learn the basics of navigating and searching Property Tree.
Adding Profiles (Online Classroom)
Learn how to insert new management information into Property Tree. This online course will assist you in process of adding new owners, properties and tenants along with creditor information.
Managing Tasks (Online Classroom)
Managing your Portfolio and keeping up with your daily tasks is made easy with the Managing Tasks Online Classroom.
Communicating with your Clients (Online Classroom)
Learn all Property Tree has to offer in Communicating with your Clients. This is a perfect class if you require setup of Mail Merges, Automated Communications and sending correspondence to your clients.
Property Maintenance Process (Online Classroom)
Easily manage the maintenance process from start to finish with Property Tree automated features.
Property Inspection Process (Online Classroom)
Learn how to manage inspections, you will be shown how to setup automated inspection scheduling, how to report on inspections and set inspections to complete.
Vacating Process and Archiving Profiles (Online Classroom)
Manage the vacate process with ease, process bond claims and archive profiles using Property Tree.
Property Tree Arrears Management (Online Classroom)
Learn how to manage Tenant's in Arrears in Property Tree in this online course.
Lease Renewals and Rent Changes (Online Classroom)
Manage the lease renewal and rent review process with ease using Property Tree.
Invoice Management (Online Classroom)
Learn the process of creating Tenancy and Creditor Invoices in Property Tree, along with the process of Invoice Genius from start to finish.
New Tenancies (Online Classroom)
Make the most of Property Tree’s functionality to manage and onboard Prospective and new Tenancies in this online course.
Transactions (Online Classroom)
This online session will teach you about creating transactions within Property Tree, we will go through the different types of receipts within the system along with rejected funds and insurance claims.
Tenant Payment Methods (Online Classroom)
In this online course you’ll learn the options available to you to streamline your office processes, when receipting tenant payments, using Property Tree’s automated features.
Accounts and Fees (Online Classroom)
This is the perfect online class if you with to understand your accounts and fees screens. We will go through the initial set up and move on to how to charge and edit your fees.
Bank Reconciliation and Reporting (Online Classroom)
In this online course you will learn how to complete your bank reconciliation, as well as some tips for troubleshooting when things aren’t going according to plan.
End of Month Process (Online Classroom)
Learn how to process the End of Month start to finish. This online course provides an understanding on how to disburse funds to Creditors, Owners and how to collect Agency Fees.
Customising Property Tree to Suit Your Business (Online Classroom)
Configure Property Tree to suit your business, manage your Users and Portfolios.
Information Auditing and Change of Ownership (Online Classroom)
Learn how to view and track information with Property Tree, along with the different reports available to you. This online session will also go through how to change the Ownership of a Property.
Managing Commercial Tenancies in Property Tree (Online Classroom)
In this online classroom you will learn how to use Property Tree to manage your commercial properties and tenancies.
Managing Commercial Bonds (Online Classroom)
In this online classroom you will learn how to use Property Tree to manage different commercial bond types.
Managing Sales in Property Tree (Online Classroom)
This online course is perfectly suited to users that complete the Sales process through Property Tree. You will learn how to add vendors, properties, buyers through to disbursing funds and archiving the profiles.
Property Tree Essentials
Suited for all new users of Property Tree. This workshop will give you a great overview of how you can use Property Tree on a daily basis and will give you the right tools to choose your next training option.
Residential Property Manager
Use Property Tree to get the most out of your busy day as a Property Manager, learn the skills to assist with your key tasks and responsibilities.
Learn the practical skills required to manage day to day financial transactions using Property Tree. Recommended for the bookkeeper of the agency and anyone who is responsible for the end of month process.
This workshop will suit Senior Property Managers, Head of Department, Senior Accounts, Business Owners or Managers. Building on the other workshops with a view to give you reporting know how and accountability.
Building on Property Tree Essentials, this workshop is all about Sales in Property Tree. Designed for Sales Agents, Accounts, Property Managers who work in Sales as well, Business Owners and Managers.
Commercial Property Manager
Building on Property Tree Essentials, this workshop is all about Commercial Property Management in Property Tree. Designed for the Commercial Property Manager, Business Owners and Managers.