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Tenancy Management Type

🏘️ Tenancy Management Types Overview

Tenancy Management Types allow you to define the level of service provided for each tenancy—such as Fully Managed, Rent Collect, or Let Only. While default types are included as standard, you can also create custom management types to suit your business model.

These types are used across various screens and reports, enabling you to filter and manage tenancies based on their assigned service level.


➕ Adding a New Tenancy Management Type

To create a new Management Type:

  1. Navigate to:
    File → Configuration → Tenancies → Management Types

  2. Click New

  3. Enter a name in the Description field

  4. In the Type field, select one of the following:

    • Fully Managed – Full service including inspections, maintenance, and compliance

    • Rent Collect – Rent collection only, without property management

    • Let Only – Marketing and tenant placement only

  5. Click Save

⚠️ Once saved, the Management Type cannot be changed


📌 Setting Default Management Types

You can assign a default Management Type to:

  • A Landlord Contact via:
    More Details → Landlord Settings → Management Type

  • A Property via:
    Details #3 → Management Type


🛠️ Custom Management Levels

Custom Management Types allow you to define tiered service levels. For example:

Tier

Description

Bronze

11% Rent Collection fee, includes one inspection; other services are chargeable

Silver

Includes all inspections, year-end returns, and dispute handling

This flexibility helps tailor your offering to different landlord needs while maintaining clarity across your system.