Q: Is the customer my client or their tenants? Or is the job the clients or their tenants?

A: Great Question. As I have answered in a few previous posts, the property owner, your client, will be the Customer. The property will be the Job of the property owner. The unit, if applicable, will be the Job of the property. The tenants will be the Job of the unit (if applicable) or the property. This will simplify property management for multiple owners, properties, units, and tenants.

If the tenant is renting a unit, right-click the unit and select Add Job. If the tenant is renting a property, right-click the property and select Add Job. Enter the tenant’s name. Enter all of the contact information.

 Tenant as Job

The screen below shows how the Customer List should look after adding the tenants. Robin Cruso is renting Unit A at 142 Fun Road, a property owned by GKS Properties.  Customer Center with Tenant

 I hope this helped you organize your property owners, properties, units, and tenants.

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