Planet Synergy New Property to Add
Adding Property In Appfolio
Address
*
Directional
Zip
City
State
Property Name
*
Owner First Name
*
Owner Last Name
*
Number of Units
*
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
Property Group
Unit Names
*
Beds
*
Baths
*
Vacant Units
*
Utilities Included
*
Snow Parking Lots
Snow Sidewalks
Lawn
Water
Trash
Electric
Heat
Gas
None
Salt
Other
Management Fee
*
Management Fee Type
*
%
Flat Fee
Leasing Fee %
*
Property Reserve
*
Maintenance Limit
*
Property/Unit Late Fee and Grace Balance
*
Register Property with City of Grand Rapids?
*
Yes
No
Notes
Owner Agreement and Lease(s)
*
Browse Files
Cancel
of
Instructions
Instructions: Under the property, for the “Site Manager”, put in the owner first and last name in the “first name” spot. Application fee is $40 After you’ve added the property/units/tenant create a property folder in google drive under “properties”. Folder name is “[Street Name]”. If there is a property already named the same, then name it “[Street Name]- [Address Numbers]”. For example, 1234 Main St would be named “Main St.” or “Main St.- 1234” if the first name was taken. Create a folder for each unit naming it “Unit [#}”. Create folder inside the unit folder for the tenant. Name the folder “[Tenant Name]”. Then put the lease inside that folder. Run the “New Management Company” letter and email it to the property manager.
Airtable Owner Info
Owner Name
*
Owner Contact Name
Owner Special Notes
How Did They Hear About Us?
Communication
Email Work Orders Start
Email Work Orders Closed
Email Tenant Oc30Day Notice
Email Tenant Moved Out
Email Unit is Rented
NONE
Management Fee
Leasing Fee
Lease Renewal Fee
Phone 1
Phone 2
Email
example@example.com
Signed Date
-
Month
-
Day
Year
Date
Airtable Property
Property Address
Property Status
Common Key
Common Key
MK1
MK2
Not Mastered
No Common Door
No Common Door Lock
Special Property Maintenance Instructions
Maintenance Needs
Snow Parking Lots
Snow Sidewalks
Salt
Lawn
Sprinkler
Hallway Cleaning
Turn on Heat in Fall
Spring/Fall Yard Clean Up
Well/Septic
NO YARD CLEAN UPS
Propane
Parking Lot Snow
O
T
Parking Lot Snow Vendor
*
Earthtone
Next Step
O
T
No Parking Lot/Driveway
NA
Kerjes
Clearbrook
Sidewalk Snow
O
T
No Sidewalk
Sidewalk Snow Vendor
*
Earthtone
Next Step
O
T
No Parking
Clearbrook
TNT Flag
No Sidewalk
Lawn
O
T
Lawn Vendor
*
Earthtone
Grandville Guy
Holland Guy
Barlow Lawncare
Kerjes Lawncare
Clearbrook
Kurtis
O
T
AAA Bug Guard
Yes
No
How Many Gas Meters?
How Many Electric Meters?
Property Type
*
SFH
Duplex
Triplex
Apartment
College
Condo
Commercial
Pay Referral Fee
Yes
No
Referred From
Airtable Units
Appliances
Hook Ups Only
Washer/Dryer
Stove
Fridge
Dishwasher
Microwave
Keep Blank
Master Keyed
MK1
MK2
Not Mastered
No Common Door
No Common Door Lock
Electric
O
T
Gas
O
T
Heat
O
T
Water
O
T
Trash
O
T
U Lawn Care
O
T
U Sidewalk Snow & Ice
O
T
No Sidewalk
U Parking Lot Snow
O
T
Unit Status
Active
Inactive
Active- WAITING
Marketing Status
*
OffMrkt
Eviction Radar
*
EVrOFF
Lockbox at Unit
*
No
Notes
Units
1st Unit #
Unit 1 Status
Prep Off
2Quote
Quoting
Quoted
Prepping
Owner Prepping
Prep Done
Prep Off
Unit 1 Occupancy Status
OC30 Day Notice
Vacant
Move In Pending
Move In Scheduled
Occupied
VACHold
Unit 1 Unit Special Maintenance Instructions
2nd Unit #
Unit 2 Status
Prep Off
2Quote
Quoting
Quoted
Prepping
Owner Prepping
Prep Done
Prep Off
Unit 2 Occupancy Status
OC30 Day Notice
Vacant
Move In Pending
Move In Scheduled
Occupied
VACHold
Unit 2 Unit Special Maintenance Instructions
3rd Unit #
Unit 3 Status
Prep Off
2Quote
Quoting
Quoted
Prepping
Owner Prepping
Prep Done
Prep Off
Unit 3 Occupancy Status
OC30 Day Notice
Vacant
Move In Pending
Move In Scheduled
Occupied
VACHold
Unit 3 Unit Special Maintenance Instructions
4th Unit #
Unit 4 Status
Prep Off
2Quote
Quoting
Quoted
Prepping
Owner Prepping
Prep Done
Prep Off
Unit 4 Occupancy Status
OC30 Day Notice
Vacant
Move In Pending
Move In Scheduled
Occupied
VACHold
Unit 4 Unit Special Maintenance Instructions
5th Unit #
6th Unit #
7th Unit #
8th Unit #
Need Common Unit?
*
Yes
No
Ready to Submit?
*
Yes
No
Jon's Email for Replys
example@example.com
Submit
Should be Empty: