To kickstart your journey with SleekTech, follow these steps outlined below.
You can also jump right into any of the section by clicking one of the following links.
- Setting up your company profile and users.
- Learn how to get help.
- Creating properties and tenancies.
- Expenses
- Landlord statements
- Property certificates and compliance
Setting up your company profile and users.
Setting up your company profile.
First things first, let's establish your company profile, including essential details such as your company name and logo.
Here's a quick guide on how to set up your company profile.
How to set up your company profile.
Creating more users.
When we initially set up SleekTech for you, an admin user is pre-configured in the system.
This admin has the authority to create more users and assign specific permissions.
This video will guide you how to create more users.
User first time log in and editing profile.
After the creation of new users, they can log in from any computer. However, they need to set up a password during their first log-in, as explained in the previous article.
Additionally, each user has the flexibility to modify their user details, emails, and passwords.
How to edit user details and change password
Learn how to get help.
In order to help you, we have created a built in help system so you can look up our help articles or reach out directly to us if needed.
Setting up your help account.
First, set up your help account.
How to set up your help account.
Searching our knowledgebase.
Once set up, you can browse for help within our extensive knowledge-base.
Submitting help tickets.
If you did not get a satisfactory answer you can reach out to us directly by submitting a help request ticket.
How to submit a help request ticket.
Creating properties and tenancies.
Inserting your existing properties and tenancies into SleekTech.
This can be done in either of these two ways. Create all the properties and tenancies manually in the software. Or, you can import them with the Import wizard.
Importing from Excel or inserting manually?
If you are just starting out your management company with a few properties, then you should create them all manually.
Even if you are already established and manage 40 or 50 units, its still worth creating the properties manually. While it wont take too long, it will give you the perfect opportunity to learn how to use the system and get the hang of it.
If you manage 100 or more units, then its recommended to import your properties with the wizard.
Importing from Excel.
Import owner, properties and tenancies from Excel.
Inserting properties manually.
How to insert new properties and buildings.
See more about properties in this article:
Inserting tenancies manually.
How to insert new tenancies/leases
See more about tenancies in this article:
Connecting to your bank and allocating transactions.
Next, you should connect SleekTech to your bank account so you can easily start submitting incoming and outgoing transactions into the system.
Connecting your bank account.
Allocating bank transactions.
This is how to sync transactions and allocate payments in the banking window
Once you decide on a cut off date, you should start doing the following on a regular basis.
- Upload all invoices received from suppliers onto the system.
- Sync to your bank so all transactions show in the system.
- Allocate all incoming bank transactions to tenant payments or other income sources.
- Allocate all outgoing bank transactions to supplier payments or other expenses.
Expenses.
Inserting property invoices/expenses.
Landlord statements.
Your statement appearance.
Here is everything on how to adjust and customise the appearance of your statements.
Creating statements
Once you are allocating incoming rent payments and uploading outgoing expenses regularly, you are ready to create landlord statements.
How to create landlord/owner statements
Creating statements in bulk
If you manage for 10 or more landlords, you might to start creating your statements in bulk.
How to create statements in bulk
Property certificates and compliance.
As a property manager, you want to make sure that all needed certificates are present and up-to-date.
Starting out with the system, its best to go though property by property and make sure to attach every single certificate and fill in the expiry dates.
How to upload safety documents to a property
Once all the documents are in place, you will be able to keep track of your compliance via the compliance management window. The indicators on the dashboard will continually notify you if there any missing, or expiring documents.