How to Use Rentec Direct's AI Account Setup Assistant

Rentec Direct's built in AI-Powered Setup Assistant helps you get your account ready faster by importing information from your existing records. Upload a spreadsheet, PDF, typed document, printed list, or even a handwritten list, or type infromation directly into the assistant. It can extract information, organize it and enter into your account, saving you time on manual data entry.

The Setup Assistant can also help connect tenants with their properties and apply the appropriate rent settings, property management fees, one-time placement fees, and more.

Before You Begin

The Setup Assistant is available to account administrators and users with Full permissions.

Before using the Setup Assistant, complete your account defaults, program defaults, and Product & Services settings. These settings help prepare your account for the information you'll import.

Next, gather the information you'd like to add to your account. This may include:

• Company information
• Properties
• Tenants
• Vendors
• Property management fee settings (Rentec PM only)
• One-time placement fee settings (Rentec PM only)

Your information can come from a spreadsheet, PDF, printed list, handwritten list, or an exported property directory report from another property management system.

Tip: You don't have to organize every detail before you begin. The Setup Assistant can help extract information from your existing records, and you can fill in missing details later.

How to Use the Setup Assistant

The Setup Assistant walks you through setting up your new Rentec Direct account. It helps you import information ,connect related records, and apply the appropriate settings without manually entering every detail.

Step 1: Launch the Setup Assistant

When your new Rentec Direct account is created, you'll see a welcome screen with instructions to get started.

1. Click Start Setup Assistant

   

   
   

Step 2: Review Your Company Information

Review the company information displayed on the screen and make any necessary changes. You can also update this information later.

Step 3: Follow the prompts to add your remaining information.

Follow the on-screen prompts to upload your records or enter information.

The Setup Assistant can help you:

• Add your company information, properties, tenants, and vendors
• Connect tenants to their properties
• Match owners with properties
• Apply property management fees and one-time placement fees to properties (Rentec PM only).
• Extract information from uploaded documents, including spreadsheets, typed documents, PDFs, and handwritten lists.

The assistant will guide you through the process and help organize your information as you go.

Tip: Larger imports may take some time to process. You can continue working in other browser tabs or step away while the Setup Assistant works. Return to review the imported information and complete any remaining steps.

Step 4: Review Your Imported Information

After the information has been imported, review your account to make sure everything looks right. You may need to correct information or fill in details that weren't included in your original records.

Don't worry about getting everything perfect on the first try. You can review your account and make adjustments as you continue setting up your software.

Have a Question? Ask the Setup Assistant

You don't have to figure everything out on your own. If you have a question or need help with a task, ask the Setup Assistant.

If the assistant can't complete the taks, it can provide a link to the relevant Knowledge Base article so you can follow the instructions yourself.

You can also browse the Rentec Direct Knowledge Base for step-by-step instructions on setting up and managing your account.

Prefer Help From a Person?

You can use the Setup Assistant on your own, work with a live, US-based Rentec Direct Account Setup Specialist, or combine both options.

Setup assistance is included with all new Rentec Direct accounts at no additional cost. If you'd like help getting started, you can schedule a session with an Account Setup Specialist.

Have Questions?

Connect with your US-based Award-Winning Success Team weekdays from 6 am to 5 pm (PST). Just click on the Live Expert Help link to email or chat with live support, email success@rentecdirect.com, or call 800-881-5139 ext. 2.