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RentOk Manager App Training - for beginners

This article includes all the steps needed to train on usage of RentOk

Nimit Jain avatar
Written by Nimit Jain
Updated over 3 months ago
  1. Login

    How to login and enter into the world of RentOk

  2. Homepage and various navigations on homepage

    1. Summary widgets

    2. Activity logs

    3. Quick Actions

    4. Help icon

    5. Property switch icon

  3. Remote button
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  4. Property settings

    Cover all the important settings button here.

    1. Owner / Team Member KYC

    2. Property settings

    3. Management Details

    4. Renting & stay rules

    5. Dues & payment settings
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    6. Tenant onboarding & kyc settings

    7. Eviction settings

    8. My notification & messages

    9. My website details

    10. Attendance settings

    11. tenant addition >> fast checkin >>

  5. Money section

    1. Dashboard

    2. Dues Package - Automatic late & joining fee settings

    3. Dues Section :

      1. widgets and their meaning

      2. emphasis on filter

      3. WA bulk reminder

      4. record payment & send reminder

    4. Collection Section

      1. Widgets

      2. Collection Filter

      3. Swipe collection >> Delete and add back to dues

      4. Share receipt Option

    5. Expense section

      1. Widgets explanation

      2. Add expense

      3. Swipe left action

    6. Report section -
      Focus on

      1. All tenant ledger report

      2. detailed tenant report

      3. dues report

      4. collection report

      5. past generated reports and how to share report on email

    7. FlexiPe

    8. Bank

  6. People Section

    1. Dashboard Sumary

    2. Lead section & filter

    3. Add tenant to checkin workflow

    4. Tenant Profile :

      1. Tenant Joining form

      2. Tenant passbook

        1. Due addition

        2. due record

        3. delete dues/ collection

        4. Late fine settings of specific tenant

        5. Tenant Ledger

    5. Tenant list

      1. move out date and eviction flow

      2. filters

      3. send bulk eKYC request

    6. Bookings Section

      1. Widgets

      2. Booking filter

      3. Accept/reject option

    7. Old tenant

      1. Widget

      2. Filter

      3. Add back option (with / without loss)

    8. Team section

      1. How to add staff

      2. Property access

      3. Delete staff

  7. Property Section

    1. Dashboard summary

    2. Room

      1. Add new room

      2. Swipe left action

      3. Room filter

      4. Room electricity

    3. Listing - create your own website

    4. Complaints

    5. Food Menu

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