SMS

Internal Notes only.  Clients must sign off on proposal that they are to utliise SMS feature.  $75.00 for up to 500 SMS.

Part 1. Initial Configuration 

Configuration> System Configuration> SMS

Update SMSNAME (abbreviated client name, 11 character max).
This is what appears on the recipient's phone when receiving the SMS.

Click edit icon on right:

Enter new description and click submit:

Update default SMS text, click edit icon on right:

Edit script using notepad, placeholders can be used as per below:

SMS for above:

Placeholders:

and paste completed script into description and Submit

Part 2. Sending Arrears notification 

Step 1: Generate Arrears Statement

PM user - Tenant Reports > Generate Arrears Statement

TA user - Accounting Reports> Generate Arrears Statement

• Specify due before date.
• Use select by, select property manager, and display inactive to refine available properties
• Once property options selected confirmed, click select properties

Step 2: Configure Report Criteria

1. Specify Due Before Date.

2. Use filtering options:

   • Select By

   • Property Manager

   • Display Inactive (if required)

3. Once properties are confirmed:

   • Click Select Properties.

Step 3: Advanced Options

After loading completes:

1. Under Advanced Options, you may:

   • Select Current Tenants Only

   • Include Credit Amounts

This updates the available tenant list.

Step 4: Select Tenants & Generate Report

1. Select required tenants from the updated list.

2. Click Generate Report.

Step 5: Review Arrears Results

The results screen will show all tenants in arrears as of the selected date.

Before sending SMS:

• Click Details to review outstanding balances.

Step 6: Preview & Edit Individual SMS

1. Click the SMS icon next to a tenant.

 In the popup window you can:

• Confirm or edit mobile number

• Edit SMS text

• Add arrears notes

• Send the SMS

Step 7: Bulk SMS Sending

For quick bulk reminders:

1. Use tick boxes to:

   • Select All

   • Add or remove tenants as needed

2. Click Send SMS to Selected Tenants.