We've created a training course to help you onboard new employees who are new users to PropertyBoss.
We recommend that new users take the courses in order because the content builds upon itself.
- Based on the employee's role, the 200-level courses may not be necessary.
All classes can be found in the Video Library folder on this portal.
About PropertyBoss
| PB 001 | The PropertyBoss Structure | Start-Up Page, The Navigators, The Concept of Merlins, Registers & Notebooks, OK and Cancel, Setup Properties & Units |
| PB 002 | Detail Fields | Learning how to Create & Format Custom Fields |
PropertyBoss Basics
| PB 101 | Transactions In PropertyBoss | Setting Up, Understanding and Using Transactions |
| PB 102 | Collecting Payments & Making Deposits | Collecting Rent & Other Forms of Income and Handling Bank Matters |
| PB 103 | Prospects & New Tenants | Learning how to Use the Prospect Module for Leads, Followup & Move-in |
| PB 104 | Reporting | Creating Custom Merlins & Running Reports. Using PropertyLists |
| PB 105 | The Move Out | On-notice Process, Move Out, Ending a Lease, Past Due Accounts |
Accounting PropertyBoss
| PB 201 | Invoicing & Paying Bills | Using the Invoice Process, Setting up Checks to Print & Paying Bills |
| PB 202 | General Ledger Basics | Discover the Chart of Accounts & How to Use it |
| PB 203 | Paying Owners & PM | 3rd Party Management Class with Owner Statements & Payments. Paying The Property Management Company |
| PB 204 | Starting Balances | Creating Starting Balances; Importance of Starting Balances for Reporting |
| PB 205 | Reconciling PropertyBoss | Reconciling Bank Statements Using PropertyBoss |