PB INSIDER 

AUGUST 2025


PropertyBoss Online - New Feature

We’re excited to introduce the next feature of PB Online. You may think of PB Online as the "new Site Admin Portal" that was rolled out about a year ago. However, it is evolving and it will become the new standard way to access PropertyBoss! Starting very soon, all clients will log in through PB Online for a streamlined and more secure experience. Along with this change, you’ll notice an updated look and feel to the green C Media Upload interface, with a few small tweaks to the upload process.


These updates are part of our effort to modernize and simplify your workflow, and over time, PB Online will fully replace some of our older tools. We encourage you to start using the new website now and get familiar with the enhancements!


Want early access to PropertyBoss Online?

We’re inviting clients to join our early-user group for PB Online! If you’d like to participate, simply email care@propertyboss.com with the subject line "PBOnline Early Access."


As an early user, we ask that you consistently log in using the new method and share your feedback, both positive and constructive, so we can continue improving the experience. We appreciate your help in shaping the future of PB Online!


Remind me again - What is PB Online?

PropertyBoss Online - https://online.propertyboss.net - is the modern replacement for the former Site Admin Portal. It’s a mobile-responsive, web-based tool that gives you convenient access to essential features from any device with internet access.


Through PB Online, you can:

  • View contact details for tenants/members, property owners, and vendors
  • Access and print applications
  • Troubleshoot portal login issues, including:
    • Checking if a tenant/member/owner has registered
    • Impersonating their view of the portal
    • Sending password reset emails


More functionality is on the way, making PB Online a central hub for managing key aspects of your PropertyBoss experience.


Is PB Online the new PropertyBoss?

Not quite. PB Online is not replacing PropertyBoss. While it introduces a new login experience and updated media upload process, its current functionality is still limited. However, it’s an important step forward as we begin migrating key features from PropertyHost into PB Online.


Soon, tasks like user activation/deactivation and message management will be handled directly within PB Online. The Home page will also become interactive, and the side menu will be customizable to better fit your operations. 


Can I use PropertyBoss on a phone or tablet?

Not yet. PropertyBoss still requires a client download that isn’t compatible with mobile devices. While we’re working toward a more mobile-friendly solution, for now, PropertyBoss remains a Windows-based platform that must be accessed on a SurfacePro, desktop, or laptop computer.



PropertyHost Website Sunset

The PropertyHost website - https://propertyhost.propertyboss.net - and the option to log in to PropertyBoss through it will be retired in Q4. Moving forward, all clients will need to use the new login and media upload methods highlighted above. We're offering early access now so you have time to get comfortable with the updated process before the change becomes permanent. We encourage you to make the switch soon! 



Frequently Used Reports: The "A"s

The overall purposes of the A reports in PropertyBoss are to provide managers and stakeholders visibility into tenant/member activity, track maintenance. and provide a financial analysis of the property/community. All the reports under are are related to Property/Unit  or Community/Member (HOA management).


There are many reports in this category to support your operations. Here are the Top 12 most commonly used reports:


A-Series Top 12 Reference Chart


Report Code

Report Name

Purpose

A110

Lease Activity Report

Lists move-ins and move-outs during the selected report period

A120

Work Order Status Report

Lists work orders based on specific criteria such as status or assigned vendor

A125

Work Order Completion Report

Categorizes and lists new vs. completed work orders for performance tracking

A220Property Manager Profit/Loss StatementLists the Profit and Loss for the year, summarized by transaction name
A410Rent Roll ReportA standard Rent Roll roster 

A510

Delinquents and Prepaids Report

Summarized list of unpaid transactions grouped by time period and prepaid amounts

A512

Delinquency by Transaction Report 

Details past due charge transactions, one line per charge

A530

Collections and Deposits Activity

Shows activity for rent collections and deposits over a selected time frame

A535Subsidy Activity Report
Overview of Rent Due and Subsidy Due transactions for a defined time period
A540Collections Recap Report
Summarizes rent collection outcomes across properties or accounts
A560Deposits Held Report Lists all held security deposits 
A574Open Transactions Report Lists all lease transactions with open (unapplied) amounts



August Webinars

Join us for a 45-minute webinar with Q&A this month. Details can be found here


This month's topics are:

  • August 12th - Emailing and Texting in PropertyBoss
  • August 14th - Customizing PropertyBoss for Outbound Communications (Letters/Emails/Texting); Setting Up Personalized Data Fields
  • August 19th - Accepting Payments in PropertyBoss; Troubleshooting Errors; Reports and Other Payment Resources 
  • August  21st - Overview of the General Ledger and How to Setup a Budget 
  • August 26th - ADMIN - Creating Users and Assigning Special Permissions (applicable for users with PropertyBoss administrative permissions)
  • August 28th - ADMIN - Review of Setup Preferences and PropertyBoss Settings (applicable for users with PropertyBoss administrative permissions)