PropertyBoss

PB Basics 2

• Einstein Answers - Link to Full Document
• Language Settings / Language Translation

Instructional Videos/Full Training Course 24

• PB 001: The PropertyBoss Structure
• PB 002: Detail Fields
• PB 101: Transactions in PropertyBoss
• PB 102: Collecting Payments & Making Deposits
• PB 103: Prospects & New Tenants

View all 24

New Employee Training 2

• New Employee Training
• One-on-One Training

Software Updates (Release Notes) 10

• September 2024 Updates
• August 2024 Updates
• July 2024 Updates
• May 2024 Updates
• April 2024 Updates - Mini Update on 4/24/24

View all 10

PB Insider - Newsletter 1

• PB Insider - Issue 1

Forms 4

• Bank Change Form
• Customer Account Change Form
• NACHA Setup Form - USA
• NACHA Setup Form - Canada

PBS - FAQs 6

• Adjusting Font/Screen Size
• Changing the Portal Service Fee Message
• I Can't Type in PropertyBoss!
• Adding Lease Dates to Work Orders
• Updating Late Fee Message on Portal

View all 6

QuickBooks 4

• Unearned Revenue & QuickBooks
• Reconciling QuickBooks with PropertyBoss
• Balancing Tools: QuickBooks
• Balancing Tools: Cash Balancing in QBs

Background Screening 4

• Missing Data Message
• Monthly Income - Required Field
• Screening Error - Cannot Submit Reports
• Screening Providers (Vendors)

Media 3

• Uploading Media
• Uploading Media
• Downloading Media from PropertyBoss (PDFs)

Paying Owners 1

• Paying Owners - Direct Deposit (NACHA)

Setting Default Printer 1

• Printing from PropertyBoss

Troubleshooting Printing 1

• Printing from PropertyBoss

1099 Forms 3

• Tax Year 2023 - 1099 Resource Guide
• 1099 - How To Video
• 1099 FAQs

Merlins 2

• What are Merlin Reports?
• Creating Merlin Reports: Overview

User Manual 2

• Full User Manual
• Flyers/Emails to Encourage Tenant Texting Opt In

MaintTech Portal 4

• MaintTech Portal Setup & Training Materials
• Setup Guide
• User Guide
• Troubleshooting Guide

Site Admin Portal 2

• Site Admin Portal 101
• Site Admin Portal Guide

Release Notes 9

• September 2024 Release Notes
• 2024 Portal Updates
• June 2024 Release Notes
• May 2024 Release Notes
• April 2024 Release Notes

View all 9

Texting 1

• User Manual

Instruction Guides 2

• Changing Portal Service Fee Message
• Saving PDF Media from PropertyBoss