Support Proprio Expert Desktop

1. 1. Proprio Expert Web allows you to separate the data that will follow by attributing them to a company. For instance, when you enter the buildings for which you make the management, you’ll need to attribute each of them to a company. The companies will also serve you for the production of the reports because you’ll need to select the company for which you want to visualize it..

      
      

      You can add a company with the button Add. A window will appear permitting you to enter by hand all the information. The information to enter for each company is:

      
      
      • Identification: First of all, you need to identify the name of the company by writing it ine the identification space. If you’re not to the head of a company, you’ll be able to put it to your name to indicate that your managing it.
      
      
      • Information: Then, if you desire it (facultative), you can enter the email informations in addition to the company website.
      
      
      • Adress: You complete the information requested for the adress. Then you’ll be able to visualize the company on GoogleMaps directly from the company’s tab.
      
      
      • Taxes: You need to specify the tax rates if they are different from the ones by default.
      
      
      • Logo: You can add the company’s logo which will appear on the letters transmitted to your tenant. You need to browse your computer to load the file.
      
      
      • Telphone: You enter every information linked to your telphone numbers.
      
      
      • Contact: You can add all the contacts linked to the company with who you could possibly communicate. The different contacts will appear on the main page once it is selected.
      
      

      Another interesting option is the research bar in the company tab. You have to choose for which company you want to make the research and it will directs you automatically to the building’s list for the company you’ve chosen..

The contact tab lets you visualize all the contacts linked to your buildings (tenants, landlords, managers, caretakers, etc.). You can add them by clicking on the add button to be able to use them later in your different sections. Here is the information you’ll need to enter:

• • Company:you choose for which company you want to add a contact.

• • Identification: you enter the name of the person, his sex and language.

• • Informations: email adress..

• • Pictures: You can include a picture of the contact by selecting a file registered on your computer. To do so, you click on select a file and you go browse the file.

• • Adress: The adress type, the civic number, the street, the appartment number, the city, country, state, zip code. We can add more than one adress for a contact by clicking on add and by entering the information needed..

• • Telphone: you enter the number type (cllphone, fax, residential), the number and extension. We can add more than one number by contact by clicking on the add button and entering the information.

• • User: we can specify the user role in link with the software (no access, manager, administrator).

• • Document: it is possible to include important documents linked to the contact. You have to click on select a file and then rowse the file on your computer to open the one desired.

The lease tab allows you to enter all the leases of your units. You first need to click on add to be able to enter all the data. Here is the information requested.

• • Lease identification: you choose for which company, building and unit for which you want to register your lease.

• • Signatories: The signatories section lets you select the tenants. If there’s is more than one, you’ll need to click on the add button to be able to insert several of them in the lease. To register the endorsers, we add them just below the tenants if it’s the case. To add more than one, you can also click on add. It’s also possible to select them by clicking on select the tenants or endorsers. In this case, the existng contacts list will appear and it will be possible for you to decide which one you check.

• • Description:The description section lets you enter the adress (it fills in automatically with the information in the identification section).

• • Parking: The parking spaces are specified from the description tab, parking section. It only needs it to be checked and then you enter the number of spaces for each types with its associated location.

• • Furnitures: To indicate that there are furnitures rented or included in the lease, you need to check Yes in the furnituressection (description tab). If it’s not the case, just check no.

• • Date:The date tab allows you to fix the duration of the lease (days, weeks, months or years and also indefinite). You have to check one of both options and specify the duration in the case of a fix duration. Once the duration is specified, you’ll have to enter the beginning and ending dates that will correspond to the duration of your lease. In the case of an indefinite duration, the beginning date only will be asked. Then yo’ll have to specify the billing dates (first and last invoices in the case of a fix duration and the first invoice in the case of an indefinite one). You also need to note the occupation dates (begiining and end). It’s there that you’ll be able to register a leaving date if the tenant leave in the middle of a lease.

• • Rent: The rent tab lets you specify the price details. For the rent, you need to begin with the basic price and the duration. You can also detail the amount of the rent by selecting (among the drop-down list) the expense item for which you want to charge the surplus.

• • Renew/Increase: To renew or increase a rent, you have to click on the button renew/increase the rent located in the section rent by period and specify the price détails if it’s the same tenant.

• • Payment method:You can specify the payment method (by default for the collection) by selecting it through the drop-down list of the payment method section. You can edit it by modifying the lease later. It’s also possible to register a payment method other of the ones in the list by typing it with your keyboard.

• • Payment place: You can determine the payment place by selecting it through the drop-down list in the section Payment place. If your choice isn’t found in the list, you can register it manually with your keyboard.

• • Services: In the services tab, you can indicate if there are régulations or not and if it has been given to the tenant. To do so, you just have to check yes or no to each of the questions. If there’s a copy and that you’ve given it to the tenant, you can register a delivery date at the right of Regulation delivery date.

• • Maintenance and repairs: In the section work and maintenance, it is possible for you to register the works that needs to be executed by the landlord before or during the lease.

• • Caretaker: In the caretaker section, you are able to indicate if there’s such a service and also select the person that is responsible of this service by clicking on select a caretaker and check the one in the list. If he isn’t in the list, you can add him by clicking on Add and register his information.

• • Services, taxes and consuming costs: In the services, taxes and consuming costs section, you can specify which service is at charge of the tenant and which one to the landlord by checking the appropriate box.

• • Conditions: In the conditions section, you can specify if the tenant has the access to the land and the right to keep animals by checking yes or no. Then, you can make precisions by registering them manually (for instance: cats only).

• • Other services and conditions: In the other services and conditions section, you can add other services that are available to the tenant and indicate the conditions or précisions necessary.

• • Services and conditions: The services and conditions applicable at lease reconduction lets you enumerate the services that are offered in addition to the conditions if the lease is renewed the year after.

• • Notice: The section rent of the notice tab is used to show the lowest price paid by previous tenant. You can write it manually if it is the first lease. It is also useful to show if the conditions stay the same or if they’ve changed.

• • Documents: In the documents section, it is possible for you to insert documents with notes to your lease by browsing your computer and by selecting the files appropriate.

All the information entered above in addition to these one:

• • Billing dates: In the date tab, billing dates section, you can register different billing dates for the first payment and the following ones..

• • Initial balance: In the rent tab, first invoice section, you have the possibility to specify the amount due by the tenant at the beginning of the lease. This amount will be added to the first invoice..

Once the lease is entered, you can click on finish andcome back to the original interface of the lease. You’ll see on this interface the status of the lease which will be modified automatically according to the dates registered on it. You can also search for details from the research bar.

The supplier tab lets you visualize the list of your active supplier. These one are useful when you enter an expense in the Accounting tab because you’ll need to select the supplier for which you want to register an expense. You can add a supplier by clicking on the add button and enter all the information:

• • Supplier identification: you enter the name of the supplier.

• • Informations:you enter the email adress of the supplier, his website and the expense category to which it will be associated.

• • The logo: you can import the supplier logo by browsing it on your computer..

• • Adress: the adress type, the civic number, the street, the appartment number, the city, country, state and zip code. We can add more than one adress to a contact by clicking on the add button and by entering the information.

• • Telphone: we enter the number type (cellphone, fax, residential, other), the number and extension. We can add more than one number by contact by clicking on the add button and enter the information.

• • Worker: you enter the workers associated to the supplier. They will be important at the moment of a work entry.

The Unit tab permits you to consult every single unit for each property that you’ve entered in the software. To add a unit, simply click on the add button and enter the following information:

• • The Company and the Property: you select the right company and then the property in which you want to add the unit through the list.

• • Adress: enter every component of the adress in the correct cases.

• • Supplement of information: number of rooms, area, residential/commercial (if you want it to be taxable, you check the commercial box.)

• • Services: you check every service that is included in the unit.

Every information listed above in addition to:

• • Informations: number of bedrooms, number of floors, card/key, gas/electric meter.

• • Pictures: you can add pictures by selecting files that you’ve saved in your computer.

• • Notes: additionnal information.

These details are only for descriptive and information purpose and are not compulsory for the calculations anywhere.

Once you’ve detailed all the information in the add window, you can click on finish. Then, you will be able to visualize the list of units per property in addition to their status (rented, vacant, etc.).

To improve your daily management, it is now possible to enter a bank account in your company and for each of your contacts

• • Financial institution: Enter the name of your bank.

• • Category: Select the category associated with the bank account.

• • Bank account: Enter the transit institution and the account to complete your banking information.

• • Treatment Center: This number is provided by your financial institution.

• • Organization Number: This number is provided by your financial institution.