Property Software Onboarding
Set up RentalDesk so rent, bills and arrears are right from day one.
Property structure, units, tenants, leases, billing rules and opening balances configured, with staff trained on the reports that matter.
Property software fails for a simple reason: the opening balances were wrong. Once arrears are loaded incorrectly, every statement and reminder afterwards is suspect, and the team stops trusting the system.
I onboard RentalDesk properly: chart of properties and units, tenant and lease records, rent and service charge rules, water billing, penalties and a verified opening position. Then the team is trained on the reports a landlord actually asks for.
What’s included
- Company, property and unit structure setup
- Tenant, lease and deposit records
- Rent, service charge, water and penalty rules
- Opening balances and arrears imported and reconciled
- Payment methods and M-PESA reference configuration
- Landlord and tenant portal configuration
- Invoices, statements and receipt templates
- Staff training and month-end reporting walkthrough
Who this is for
- Landlords with more than ten units still using a spreadsheet
- Property managers who need landlord and tenant statements
- Agencies moving from manual rent books to a system
- Businesses already on RentalDesk that need a clean restart
How the job runs
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01
Map the portfolio
Properties, units, tenants and existing balances are collected and checked.
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02
Configure and import
Billing rules are set, opening balances imported, and the trial balance verified.
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03
Train on real reports
The team runs a full month-end cycle on the new system before going live.
Questions people ask
Do you only work with RentalDesk?
RentalDesk is the platform I onboard and support day to day, because that is where I have the deepest experience. I can also help you migrate cleanly out of spreadsheets or an older system.
Can you fix arrears that are already wrong?
Yes. We reconcile the ledger against your bank and M-PESA records first, then reload a verified opening position. That reconciliation is quoted as part of the scope.
Do tenants get their own access?
Yes, tenant portals can show statements, invoices and payment history. Landlords can get their own statements and occupancy reports.
Next step
Book rentaldesk onboarding.
Send the details below. You will get a reference number immediately and a reply with the confirmed price, usually the same working day.
Prefer to talk? +254 725 345 345