Notifications and Reminders | Notes
The notes and reminders interface gives you flexible reminder options throughout the program. Quickly add a note you can reference or reminders that will help you manage tasks.
Here are a few ideas where reminders might be useful:
Property Reminders
Replace batteries in smoke alarms, repeat every 1 year.
Send Joe out to clean the gutters, repeat every 6 months.
Flush water heater, repeat every 2 years.
Replace batteries in smoke alarms, repeat every 1 year.
Send Joe out to clean the gutters, repeat every 6 months.
Flush water heater, repeat every 2 years.
Tenant Reminders
Ask for rental insurance verification, repeat every year.
Evaluate and increase rent, repeat every 1 year.
Send a birthday card, repeat yearly.
Owner Reminders
Request current W-9 form, repeat yearly
Review management agreement, repeat every 2 years.
Send a thank you card, repeat yearly.
Ask for rental insurance verification, repeat every year.
Evaluate and increase rent, repeat every 1 year.
Send a birthday card, repeat yearly.
Owner Reminders
Request current W-9 form, repeat yearly
Review management agreement, repeat every 2 years.
Send a thank you card, repeat yearly.
Create a Note or Reminder
Creating a reminder is a quick and simple task in your software.
In your Rentec Direct account:
- Click on Properties, Tenants, Banking, or Owners
- Right-click on a property, tenant, account, or owner and choose Notes & History
- Click on + Add New Note
- Enter the details of the note
- Click on Save Changes to save as a Note.
Note: Continue with the following steps to create a reminder for the note. - Check Enable Reminders
- Remind me on - is the specific date for a reminder to be sent
- Repeat Frequency - enter how often you would like the reminder to repeat
- How do you prefer the reminder to be delivered, check By Email and/or By Text
Note: Send reminders to multiple emails or sms by adding the email or text # separated by commas - Click on Save Changes
Tips:
- To test the reminder tool, set a reminder for tomorrow with your email address and/or mobile number. You will receive the notification the following day at 8:00 AM Pacific.
- Quickly customize the default time for your notifications to be sent in the General Preference of your Program Defaults
Where to View Reminders and Software Notifications
The Bell icon at the top of each page will indicate how many notes and reminders are available to view. Click on the bell for viewing options.
System Note: Reminders are only viewable by the manager or user who set the reminder and the admin of the account. No other user can see these notifications. Sticky Notes, however, can be seen by all users. Click here to learn more about adding Sticky Notes in your Rentec Direct account.
Text Message Replies
There are two locations to find replies to text/SMS messages:
- Click on the Chat Bubble icon, located at the top of each page in the software or..
- Click on Tenants or Owners, right-click on an individual, and select Messaging to see replies directly from that individual.
Click here to learn more about Sending Text Messages from your Rentec Direct account.