Help Center - For ServicePro
Let's get started with TenantCloud!
TenantCloud Software offers plenty of useful features for Service Professionals: personal business profile, maintenance requests management, task lists and calendar items, accounting transactions tracking, communication with property managers, several online payments options, etc. It helps you to organize your business efficiently.
TenantCloud offers the onboarding process. You are offered to complete three onboarding steps to set up your ServicePro account.
In order to start, please, fill in the information about yourself (first/ last name, country etc.) and click "Next Step" for being redirected to the next page.
On the step "Business profile" you should select your profession and tell customers about your skills, experience, and work descriptions.
The last step "Connect your landlord" gives you an opportunity to send the connection request to your landlord. Once the landlord is connected with you, you’ll be able to:
- receive maintenance requests;
- set up online payments and get paid online;
- communicate in the built-in messenger.
Our onboarding process guides the users how to set up the business profile and connect to a landlord.
Great news, your onboarding has been completed!
You are welcome to check the information below if you would like to learn more about all the features available in your account.
This is your Dashboard. It includes various widgets, quick buttons and features available for your account that will give you quick access to any important information or features. Click the "gear icon" in the upper right corner of the page to view and edit your Business Profile information.
The "Business Profile" page contains the description of your professional services, skills, and projects. Make sure you have completed it with accurate and valid information, project descriptions and photos that represent you and your services:
This link might be useful:
How to edit my business profile?
The "Tasks" page displays the list of the tasks that are Open, In Progress and Resolved. Some requests can be sent by the connected Landlords/Property Managers and some can be created manually. To add a task, click the "+Add Task" button in the upper right corner of the page. You can also view the task details by clicking the "Details" link at the bottom of the Info Card.
This link might be helpful:
How do I add a maintenance request?
The "Accounting" page displays the list of transactions that are connected to the maintenance requests. This helps to keep track of the funds sent to and received from the landlords and tenants.
Each transaction has a certain status:
- "Unpaid" status marks posted invoices that are due to be paid.
- "Pending" status marks the submitted payments that haven't been cleared to the bank yet.
- "Paid" status marks the payments that have been processed.
Click the "Details" link to view the complete transaction information:
This link might be helpful:
How to invoice the Landlord/Property Manager?
All of your contacts can be found in the "Contacts" section of your account. The list includes both the clients that were connected online and added manually.
The User Connection Status (two circles next to username) can be grey or green, for not connected and connected users respectively.
New clients can be added by clicking the "+ Add new contact" button in the upper right corner of the page. You can also import your contacts using the "Import" button
If you are connected to your clients (e.g., landlords or tenants), you can send them messages by clicking the "Send message" icon below the username:
Only connected clients can send you the maintenance request, pay you online and communicate with you via TC Messenger.
Using TC Messenger, you can easily communicate with your clients, as well as send important files to them. Clicking the "Messages" icon in the upper right corner of your dashboard takes you to the list of dialogues with your clients:
These links might be helpful:
How to connect with the Landlord/Property Manager?
How to send a message?
To view or edit your account information, use the "More" section in the upper right corner of the screen. From here, you can change your account information, login and password, set up online payments, request account verification, and manage all the uploaded files across your account:
Using TenantCloud you will be notified of all the important actions and events regarding your business and clients. You can find the "News Feed" widget on the right side of your Dashboard. You can also view your notifications by clicking the "News Feed" icon in the upper left corner of the page:
This link might be useful for you:
How to view the feed notifications?
The Calendar widget will make it easier for you to plan your work. You can add Reminders and view those assigned by your clients. The Calendar widget is located at the bottom of your Dashboard. You can also view the Reminders' details by clicking the "Calendar" icon on the upper left corner of the page. There, you can add items by clicking the "Add reminder" button or manage the notifications using the appropriate buttons and icons:
If you happen to have any questions or need any assistance, Submit a ticket to our support team and we will do our best to help you as soon as possible! You can find the "Support icon" in the bottom left corner of your Dashboard:
Aug. 28, 2020