Join us for our complimentary webinars designed to help you get the most out of PropertyBoss. Whether you want to sharpen your skills or discover new features, these sessions are valuable for users at every experience level. Don’t miss this chance to grow your expertise - everyone is invited!
Zoom Link: https://propertyboss.zoom.us/j/2672670760
Meeting ID: 267 267 0760
March 10 — SERIES: Leasing Agent Follow‑Up (2pm EST)
Description:
This follow‑up session is designed for attendees of last month’s Leasing Agent SERIES webinar. Bring your questions, real‑life scenarios, and any challenges you encountered while applying the material. We’ll review prospect workflows, communication tools, screening steps, and recommended leasing best practices to reinforce and deepen your understanding.
March 12 — E‑Signatures (2pm EST)
Description:
Learn how to set up, create, and send e‑signature documents directly from PropertyBoss. This webinar covers uploading Word documents, placing signature and fillable fields, monitoring progress, and managing completed files. Ideal for teams managing leases, agreements, and internal forms.
March 16 — PropertyBoss Online (10am–2pm)
Description:
A half‑day open Zoom Room where you can drop in to ask live questions about logging in and accessing PropertyBoss Online.
March 17 — PropertyBoss Online (10am–2pm)
Description:
Another half‑day open Zoom Room dedicated to helping users with questions about logging in and navigating PropertyBoss Online.
March 19 — Best Practices on Transactions (2pm EST)
Description:
A focused session on correctly entering, editing, and managing financial transactions. We’ll review common mistakes, strategies to prevent duplicate entries, and recommended workflows for keeping ledgers clean and accurate. Topics include understanding transactions for Prospects, Leases, Properties, and Units.
March 24 — PropertyBoss Reporting: Merlins (2pm EST)
Description:
Not sure which PropertyBoss report to use? This webinar will walk through standard reports under Viewing Reports and provide a brief how‑to on Merlin Reports for deeper reporting needs.
March 26 — SERIES: Maintenance (2pm EST)
Description:
This webinar focuses on the MaintTech Portal and the Work Order and Inspection components of PropertyBoss. We’ll cover how to set up maintenance team members for the portal and explore modern alternatives to long‑standing paper‑based work order workflows.