Alerts

An alert is a scheduled follow-up attached to a listing, letting, or work order. It appears on the assigned person’s calendar and dashboard. Open Alerts from the record’s Actions menu.

Purposes

Available purposes depend on the record:

• Listing: inspection reminders; rental listings also support management-fee follow-ups.
• Letting: payment follow-ups.
• Work order: work order reminders and payment follow-ups.

Create an alert

Choose the responsible user, purpose, start date, frequency, and interval. If you leave the user blank, the alert goes to the listing’s user.

Frequencies are Single, Daily, Weekly, Monthly, or Yearly. For a repeating alert, an interval of 2 with Weekly means every two weeks. Set an end date or maximum repetitions if needed; the repetition count includes the first occurrence.

Follow-up delay

Letting alerts also have a Follow-up delay. A payment due on the 1st with a two-day delay appears as a follow-up on the 3rd.

What alerts do not do

Alerts follow the schedule you configure. They do not create payments, check whether rent has been paid, create inspection records, or automatically stop when a letting or work order changes status. Edit or archive obsolete alerts, and check the underlying record before taking action.

Archive an alert

Archiving a listing, letting, or work order also archives its alerts. An alert needs its listing, letting, or work order restored before it can be restored.