Log calls and promises to pay
Keep a record of every call, text, visit and promise to pay, and see right away when a promise is kept or broken.
1 min read
Collection notes are a simple log of what you did to collect rent. Log a promise to pay and PropFlow checks the tenant's payments to tell you if they kept it.
Add a note
- Go to Collections → Delinquency.
- On the tenant's row, click Log under Latest note.
- Pick what kind of note it is: Call, Text, Visit, Email, Promise to pay or Note.
- Write what happened (for example, "Left a voicemail, said they get paid Friday").
- Click Save.
Log a promise to pay
- Click Log and pick Promise to pay.
- Enter the Amount they promised and the Pay by date.
- Add anything else they said (optional), then click Save.
A promise is kept when the tenant's own payments from the day you logged it through the pay-by date add up to the amount. Housing assistance and security deposits don't count. If the date passes without that, it shows as a broken promise in red.
Tip: Use the Promised to pay and Broke a promise filters on Delinquency to see who to follow up with today.
Questions
Where can I see all the notes for one tenant?
On the tenant's page, in the collection notes section. From the Log box on Delinquency, click All N notes.
Do owners see these notes?
No. Notes are for your office. A promise to pay does show up in a hands-on owner's weekly update, by unit only. See Owner emails.
Can I delete a note?
Yes. The person who wrote it, or the company owner, can remove it from the tenant's page.
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