How to Use the Properties Feature in the AirBills App

Introduction

The AirBills app provides a comprehensive suite of features designed to streamline property management. With the ability to manage a portfolio of properties, invite tenants or homeowners, perform bulk imports, and apply filters for efficient searching, the app is an essential tool for property owners and managers. This guide will walk you through the key functionalities of the Properties feature within the AirBills app

What You'll Need

• An active account with AirBills
• All properties imported on your Airbills dashboard
• Tenant or homeowner contact information to invite them to Airbills
• Access to property details and services to be activated via Airbills

Features

• Invite Tenant or homeowner
• Service Activation for a new Property
• Upload properties in Bulk

Step-by-Step Instructions

1. Navigate to the 'Properties' section in the AirBills app.
2. Click on 'Invite Tenant' or 'Invite Homeowner' to open the invitation form.
3. Fill in the required fields, including First Name, Last Name, Email, Phone, Start Date, End Date, Role, and Property Name.
4. Click 'Send Invite' to send an invitation to the tenant or homeowner, or 'Discard' if you need to cancel the action.

Bulk Importing Properties

1. In the 'Properties' section, click on 'Bulk Import.'
2. Download the CSV template provided by the AirBills app.
3. Fill in your property details in the CSV file.
4. Upload the completed template to add multiple properties to your account simultaneously.

Managing Properties

1. View the total number of properties on the main 'Properties' page.
2. The properties are listed with details such as Property GL Code, Property Name, Address, Manager, City, Bills, and Status.
3. Use the 'Filters' button to narrow down the list based on State, Property, City, GL Code, Zip, or Address.

Onboarding Readiness Templates

1. Access the Onboarding Readiness Templates provided by AirBills for a structured data collection process. 
2. Fill in the templates with details such as Bill Types, GL Codes, Biller Information, Property Details, and User/Team Information. 
3. These templates help ensure that all necessary information is captured for new properties, bills, and team members.

The Properties feature in the AirBills app is designed to make property management more efficient and organized. By utilizing the invitation system, bulk import functionality, and comprehensive property list with filters, you can save time and ensure that all property-related information is easily accessible. The onboarding readiness templates further assist in preparing your account for smooth operation. With these tools at your disposal, managing your property portfolio has never been easier. Please note that the steps outlined above are based on the general description provided. For a more detailed guide, specific instructions from the app's user manual or help section should be included.