1. Entrata Dashboard
ENTRATA DASHBOARD This guide provides an overview of Entratas Dashboard. The Dashboard aims to provide a user-friendly interface for easy navigation and task resolution. Additional features include quick links to frequently used areas, property metrics, and search filters to give you the most control over how you …
5. Entrata Dashboard - Residents
ENTRATA DASHBOARD - RESIDENTS This guide provides an overview of the Residents tab on Entratas Dashboard. The Dashboard aims to provide a user-friendly interface for easy navigation and task resolution. Residents Contact Needed * Residents show under the Contact Needed tab are those who have reached out an…
Moving In a Resident Using the Move-In Board
Moving In a Resident Using the Move-In Board The Move-In Board is based on the move-in checklist. The Move-In Board provides an organized display of the tasks that you must accomplish when moving residents in. Moving a Resident In Using the Move-In Board helps you and your residents complete all necessary task…
Moving Out a Returning Student
Moving Out a Returning Student At student properties, it's common to have residents with gaps between their current lease and their renewal. In these situations, the move-out process differs slightly. After the gap in their lease passes, you'll move them back in. Placing a Resident on Notice When you give no…
3. Entrata Dashboard - Leads
ENTRATA DASHBOARD - LEADS This guide provides an overview of the Leads tab on Entratas Dashboard. The Dashboard aims to provide a user-friendly interface for easy navigation and task resolution. Leads Assign Agents * Any applicants under the Assign Agents tab is missing an agent. You can assign an agent by…
Performing a Bulk Roommate Shuffle
Performing a Bulk Roommate Shuffle The Bulk Roommate Shuffle Tool allows you to move residents from one unit to another without modifying the lease. The system completes a portion of the usual transfer process to open a new ledger for the new unit. You can't complete a roommate shuffle in the following circumst…
2. Entrata Dashboard - Approvals
ENTRATA DASHBOARD - APPROVALS This guide provides an overview of the Approvals tab on Entratas Dashboard. The Dashboard aims to provide a user-friendly interface for easy navigation and task resolution. Approvals Applications * You will see any completed applications under this tab. * If your property is …
7. Entrata Dashboard - Financial
ENTRATA DASHBOARD - FINANCIAL This guide provides an overview of the financial tab on Entratas Dashboard. The Dashboard aims to provide a user-friendly interface for easy navigation and task resolution. Financial Check21 * Any checks show under this tab need to be completed. You can do this by clicking the…
Managing Message Center Lists
ENTRATA - MANAGING MESSAGE CENTER LISTS Message Center lists allow you to easily email groups of people at once, such as all the residents of a certain property, or all leads with a certain status. Updating an Existing List * In Entrata, go to Tools >> Message Center. * Select the My Lists sidetab. …
Entrata Overview
ENTRATA OVERVIEW You will understand why we use Entrata and why it is Important to you/your staff. What Is Entrata? * Entrata is a property management software that incorporates your property accounting, purchasing, facilities, and leasing data into the industry's most comprehensive property management softwa…
