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Additional Templates


For instructions on how to import templates into your ResMan database, click here.

 

Additional Templates that can be imported:

1. Prospect Sources Template. This template is a list of all sites where the prospective applicant found out about the property's availability. Please download the template and follow instructions on how to complete.

2. Vendor Insurance Policy Template. This template is just that, a list of all insurance policies used by each vendor in every property. Please download the template and follow instructions on how to complete.

3. WOIT Account Template. This template lists the accounts the client will use to receipt or pay money to entities other than residents, vendors or owners. Please download the template and follow instructions on how to complete.

4. Auto Make Ready Work Order Template. This template serves as a check list of all work orders that will need to be completed when a resident moves out and the unit needs to be prepared for a new move in. Please download the template and follow instructions on how to complete.

5. Open Work Orders Template. This template list of all maintenance work orders that have been submitted and are still in process of completion by the conversion date. Please download the template and follow instructions on how to complete.

6. Active Prospects Template. This template will list of all applicants that are in the process of being accepted as residents by the conversion date. Please download the template and follow instructions on how to complete.

7. Open Invoices Template. This template lists any open payables that haven't been paid by the property at the time of the conversion date. Please download the template and follow instructions on how to complete.

8. Purchase Order Template. This template list all the requests that buyers need to submit in order to get permission to purchase a product. Please download the template and follow instructions on how to complete.

 

Congratulations! You have completed all available steps/templates of the

ResMan QuickStart Kit© onboarding experience! 

  

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