PropertyBoss

PB Basics 7

• Einstein Answers - Link to Full Document
• Language Settings / Language Translation
• HelpDesk Ticket - Label Definitions
• Using PropertyBoss on a Mac
• Transaction Definitions

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2025 Open Q&A and Webinars (Train w/ Trina) 1

• February 2025 Q&A and Webinar Calendar

Frequently Asked Questions (FAQs) 9

• 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

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Instructional Videos/Full Training Course 23

• 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

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New Employee Training 2

• New Employee Training
• One-on-One Training

Software Updates (Release Notes) 2

• February 2025 Updates
• January 2025 Updates

PB Insider - Newsletter 6

• February 2025 - Issue 6
• January 2025 - Issue 5
• Issue 4 - December 2024
• Issue 3 - November 2024
• Issue 1 - September 2024

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Forms 4

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

2024 Release Notes 19

• January 2024 Updates
• March 2024 Updates
• April 2024 Updates - Mini Update on 4/24/24
• May 2024 Updates
• July 2024 Updates

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