Send owners weekly updates
Hands-on owners get a Monday email about late rent and what's being done; all owners can get their monthly statement by email.
1 min read
PropFlow sends owners two kinds of email: the monthly statement (see View and send owner statements) and, for hands-on owners, a weekly update on who owes and what you're doing about it.
Turn on the weekly update
- Go to Portfolio → Owners and open the owner.
- Make sure they have an email, or a Send statements to address in the agreement.
- Under Management agreement, tick Hands-on owner and click Save agreement.
From then on the update goes out by itself every Monday morning. An owner who already got this week's update isn't sent it twice.
Preview it or send it now
- On the owner's page, under Emails, click Preview the weekly update.
- You'll see the subject and the email exactly as it would be sent.
- Click Send it now to email it right away.
What's in the weekly update
- How much is owed across their units, and how many units are filled.
- Each unit that's behind: what it owes, how long, when it last paid, and what's happening (a 7-day notice, an eviction, a promise to pay, or "Reminded; no notice yet").
Tenants are shown by unit only, never by name. Your internal collection notes are never included, but a promise to pay is.
Questions
Where do owner replies go?
Statements emailed from Close the month or the owner's page reply to the person who sent them.
How do I know an email went out?
The owner's page lists each statement and weekly update under Emails, with when it was sent, or why it failed.
The preview says email isn't set up yet.
Email sending hasn't been set up for your PropFlow site yet, so it's a preview only.
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