Business Manager
90 Day Roadmap

XXXXX

Property Management

Property Manager

Course Content

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Managing Tenant & Owner Funds 2 Topics

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Lesson Content

0% Complete 0/2 Steps

Receipting for Tenants & Owners

Invoicing and Payments

Workflows Lifecycle 9 Topics

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Lesson Content

0% Complete 0/9 Steps

Maintenance Workflow

Inspections Workflow

Console Go Inspect

Applications Workflow

Compliance Workflow

Take a Breather

Lease Renewals Workflow

Arrears Workflow

Vacating Workflow

Communication in Cloud 2 Topics

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Lesson Content

0% Complete 0/2 Steps

Template Setup

Communication to Clients

Console Specialist – Course Quiz

Maintenance Pro

Course Content

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Introduction to Maintenance Pro

Getting to know Maintenance Pro 1 Topic | 1 Quiz

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Lesson Content

0% Complete 0/1 Steps

Your Maintenance Pro Dashboard

Test what you have learned in Lesson 1 & 2

Creating Maintenance Requests 2 Topics | 1 Quiz

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Lesson Content

0% Complete 0/2 Steps

Creating Regular Maintenance Requests

Planning Future Maintenance with Deferred & Recurring Requests

Test what you have learned in Lesson 3

Managing & Processing Maintenance 4 Topics | 1 Quiz

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Lesson Content

0% Complete 0/4 Steps

Owner Approvals & Requesting Quotes

Processing Jobs & Approving Trade Invoices

Paying Bills & Closing Requests

Cleaning up your Maintenance Requests

Test what you have learned in Lesson 4

PM Workflow & Folder Actions 2 Topics | 1 Quiz

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Lesson Content

0% Complete 0/2 Steps

Keeping on top of your Maintenance Requests

Managing Automated Communications

Test what you have learned in Lesson 5

Customisation & Trades 2 Topics | 1 Quiz

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Lesson Content

0% Complete 0/2 Steps

Customise Maintenance Pro for you

Managing Trades & Reducing Risk with Verified Trades

Test what you have learned in Lesson 6

Super User Essentials 3 Topics | 1 Quiz

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Lesson Content

0% Complete 0/3 Steps

Customising Maintenance Pro for you – Part 1

Customising Maintenance Pro for you – Part 2

Managing your Agency Options

Test what you learned in Lesson 7 (Super users)

Console Pay

Course Content

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Taking Control of Your Rental Payments 3 Topics

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Lesson Content

0% Complete 0/3 Steps

What is Console Pay & How Does it Work in Cloud

Setting Yourself up for Success

Inviting Tenants to Console Pay

Managing Payers and Payments 8 Topics

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Lesson Content

0% Complete 0/8 Steps

Rent Schedule Management

One off Payments

Managing Payments

Receipting in Seconds

Failed Payment Management

Lease Renewals

End of Tenancy

Wrap Up

End Of Month

Course Content

About End of Month

Auditor & Compliance

End of Month Checklist

How to complete an End of Month in Console Cloud (Video)

Sales & Commercial

Console Sales

Course Content

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Introduction to Console Sales 1 Topic

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Lesson Content

0% Complete 0/1 Steps

Setting up Property Details and Features in Console Sales

Managing Sale Contracts & Agreements 2 Topics

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Lesson Content

0% Complete 0/2 Steps

Creating and Managing a Sale Agreement

Creating and Managing a Sale Contract

Communications and Reporting in Console Sales

Commercial

Course Content

Managing Commercial Tenancies in Cloud

Setting up Strata Properties

Recurring Invoices & Receipting for Commercial Tenancies

Trust Accounting

Trust Accounts

Course Content

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Daily Trust Account Processes 6 Topics

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Lesson Content

0% Complete 0/6 Steps

Bulk Receipting in Console Cloud

Miscellaneous Receipts

Invoicing and Payments

Processing Reversals

Daily Reconciliation

Setting up Dissections

Disbursements in Cloud 2 Topics

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Lesson Content

0% Complete 0/2 Steps

Disbursing Funds from Cloud

Take a breather

End of Month Procedures & Reporting 1 Topic

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Lesson Content

0% Complete 0/1 Steps

Closing your Accounting Period

Console Expert – Course quiz

Advanced Reporting & Customer Success

Insights Pro

Course Content

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Introduction to Console Sales 1 Topic

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Lesson Content

0% Complete 0/1 Steps

Setting up Property Details and Features in Console Sales

Managing Sale Contracts & Agreements 2 Topics

Expand

Lesson Content

0% Complete 0/2 Steps

Creating and Managing a Sale Agreement

Creating and Managing a Sale Contract

Communications and Reporting in Console Sales

Yardstick

Toggle Content

Advanced Cloud Hacks

Console Advanced

Course Content

Getting started

Console Cloud – Top Features

Getting help in Console Cloud

Setting up Console Cloud

Users and portfolios

Banking and office setup (settings)

Dissections (Settings)

Templates (Settings)

Agency fees

Managing People & Properties

Gained and Lost Function

Tenant agreements

Key Management

Applications Workflow

Inspections Workflow

Console App for Inspections

Lease Renewals Workflow

Compliance Workflow

Compliance automation

Sales

Insights Plus

Trust Accounting

Receipting tenant and owner

Tenant & Owner apps / portals

How to use the Console Tenant App

Business Manager
90 Day Roadmap

XXXXX

Property Management

Course Content

Course Content

Course Content

Course Content

Sales & Commercial

Course Content

Course Content

Trust Accounting

Course Content

Advanced Reporting & Customer Success

Course Content

Advanced Cloud Hacks

Course Content

community

resources

console nebula

Business Manager 90 Day Roadmap

XXXXX

Property Management

Course Content

Course Content

Course Content

Course Content

Sales & Commercial

Course Content

Course Content

Trust Accounting

Course Content

Advanced Reporting & Customer Success

Course Content

Advanced Cloud Hacks

Course Content

community

resources

console nebula

Business Manager
90 Day Roadmap