Best Practices for Effective Automation
To ensure your arrears automation system is efficient and hassle-free, it’s important to follow best practices.
These tips will help you optimize your workflow, avoid common pitfalls, and maintain a seamless process for managing arrears effectively:
- Avoid Over-Creating Rules: Keep your rules simple and effective. Too many overlapping rules can create unnecessary complexity and confusion. Carefully calculate the impact of each rule to ensure it adds value to your arrears management process without overwhelming your team or tenants.
- Match Rules to Rent Allocation Cycles: If rent is allocated every three days, start the first rule no earlier than day four to avoid unnecessary reminders.
Temporarily Pausing Automation: If needed, you can deactivate specific rules or the entire automation system. This is particularly useful during periods when rent allocation might be delayed, such as holidays or staff absences. Reactivating the rules resumes the process seamlessly.
- Customize Letters and Statuses: Tailor the tone and content of the letters to match your company's communication style. Modify the list of statuses to suit your arrears management workflow.