Home Property Management App

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Step-by-step instructions, tips, and resources to help you get the most out of our software.

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How to start

This is a guide how to start using SOFT4RealEstate App. Once SOFT4RealEstate App was successfully installed, follow the steps below: After installing Soft4RealEstate make...

March 20th, 2025 23 views 0 likes
How to configure Role Center

The Role Center for a Property Manager is the main point of entry into the system. The Property Manager could...

March 20th, 2025 17 views 0 likes
How to create Building / Lease Units group / Lease Unit

Lease Unit is the smallest piece of a Building which could be rented to the customer. It should be certain...

March 20th, 2025 15 views 0 likes
How to enter / change Lease Unit area

Lease Unit card is already created, and the next step is to post this Lease Unit area to the system....

March 20th, 2025 22 views 0 likes
How to create a new Service

To each Service, that could be sold to a tenant, should be created a Service card. Service could be included...

March 20th, 2025 16 views 0 likes
How to create Service Sales Price

Service sales prices could be prepared in advance or while creating a Lease Contract. Use case: Create Service price for...

March 20th, 2025 13 views 0 likes
How to create Lease Contract

The functionality of Lease Contracts enables users to connect Customers (tenants) to Lease Units. Multiple services could be entered to...

March 20th, 2025 17 views 0 likes
How to set a Discount for a Service

Use Lease Contract Discounts on each separate Contract Line and describe conditions accordingly.Go to the Lease Contract Lines, click Line and then Discounts; enter...

March 20th, 2025 11 views 0 likes
How to use Lease Contract Holdover

Use Lease Contract Holdover to include Lease Contracts in billing and invoicing despite the expiry date. Go to Real Estate Setup and set the...

March 20th, 2025 11 views 0 likes
How to use Automated Lease Contract Termination

Use Automated Termination to terminate Lease Contracts all at once. Go to Real Estate Setup and set the parameters related to Automated Termination: Go...

March 20th, 2025 17 views 0 likes
How to upload and send documents from Lease Contract

Documents section in the Lease Contract allows to upload any type of files to the system and retrieve them at...

March 20th, 2025 17 views 0 likes
How to create Date Reminders

Go to a Lease Contract Card you want to create a Date Reminder from and click on Lease Contract, then Date Reminders. Click +New and fill...

March 20th, 2025 14 views 0 likes
How to create a new Meter and assign it to the Lease Units

Soft4RealEstate enables to set up meters and track meters readings. Meters are assigned to the Lease Units. There are two...

March 20th, 2025 11 views 0 likes
How to enter Meter readings

Go to Journals from the Role Center and open Meter Journal window. Meter readings could be entered in two ways: manually or imported/exported. To enter Meter...

March 20th, 2025 19 views 0 likes
How To Cancel Meter Readings

There might occur a situation when incorrect meter readings were posted. To cancel these meter readings need to: Go to Meter Ledger Entries from...

March 20th, 2025 13 views 0 likes
How to enter Turnovers

Property Manager may need to track tenants’ turnovers. Turnover tracking feature enables to set up Lease Contract prices based on...

March 20th, 2025 14 views 0 likes
How to calculate Amounts for Lease Units compare

Service amount calculation feature enables you to generate Service Journal lines based on Lease Contract data. Charges for tenants are...

March 20th, 2025 16 views 0 likes
How to create Invoices for Lease Units

Invoice creation feature enables to create invoices for tenants automatically, based on service ledger entries and could be created as...

March 20th, 2025 22 views 0 likes
How to send Batch Invoice

To save time and to avoid manual work, functionality of ‘Sending Invoices by E-mail’ in batch would be recommended. Using...

March 20th, 2025 16 views 0 likes
How to calculate Service price from amount

Using this feature Service price is created for a specific Building, while amount is divided in proportion to Customer’s either...

March 20th, 2025 22 views 0 likes
How to set Index Value and apply Price Indexing

Use case: Let’s say the Index Value in our case is 4 % (Consumer Price Index – CPI) and is...

March 20th, 2025 22 views 0 likes
How to create Work Order

Work Orders in Soft4RealEstate are used to register Customers’/ Tenants’ requests for the repair, renovation, maintenance, and other tasks. Work...

March 20th, 2025 22 views 0 likes
How to create Sales Invoice directly from Work Order

Open Work Order you need to invoice and follow the steps: Work order's status has to be Completed - go to Home and click Completed....

March 20th, 2025 23 views 0 likes
How to create Property Maintenance Tasks

Properties in Soft4RealEstate could have Maintenance Assets (e.g., elevators, heating- or air conditioning system etc.) that may have recurring Maintenance...

March 20th, 2025 24 views 0 likes
How to run Service Charge Reconciliation

Service Charge Reconciliations allows to compare fixed payments for Common Area Maintenance (CAM) fees with allocated costs for each Lease...

March 20th, 2025 9 views 0 likes
How to enter Deposit payment

After the Lease Contracts are created, we need to enter Deposit payments according to the Contract conditions. Use case: Enter...

March 20th, 2025 14 views 0 likes
How to generate a Lease Contact list and send emails

It is possible to generate a list of the Contacts of choice. Gather the Contacts that are filtered according to...

March 20th, 2025 16 views 0 likes

How to start

How to configure Role Center

How to create Building / Lease Units group / Lease Unit

How to enter / change Lease Unit area

How to create a new Service

How to create Service Sales Price

How to create Lease Contract

How to set a Discount for a Service

How to use Lease Contract Holdover

How to use Automated Lease Contract Termination

How to upload and send documents from Lease Contract

How to create Date Reminders

How to create a new Meter and assign it to the Lease Units

How to enter Meter readings

How To Cancel Meter Readings

How to enter Turnovers

How to calculate Amounts for Lease Units compare

How to create Invoices for Lease Units

How to send Batch Invoice

How to calculate Service price from amount

How to set Index Value and apply Price Indexing

How to create Work Order

How to create Sales Invoice directly from Work Order

How to create Property Maintenance Tasks

How to run Service Charge Reconciliation

How to enter Deposit payment

How to generate a Lease Contact list and send emails