August 27th, 2025
Roles to headhunt when you can’t find Property Managers
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Feeling the mid-year slump? You’re not alone. As winter winds down and spring approaches, it’s the perfect time to reset your workspace and that includes your PropertyMe Dashboard and Activity Panel.
A little digital decluttering can go a long way. It helps you spot what’s slipping through the cracks, keeps your team aligned and gives you more time to focus on the tasks that matter most.
Here’s how to freshen things up!
Week 1: Clear out your Activity Panel
Close off completed Tasks and update due dates.
Think of your Activity Panel as mission control… and right now, it could probably use a refresh.
Start by closing off any completed Tasks and updating due dates that have crept past. This gives you a more accurate view of your current workload and helps you prioritise what’s next.
Week 2: Review active properties under subscription
This is your reminder to double-check you have the correct number of properties selected for your portfolio.
PropertyMe scales with you, so it’s easy to increase or decrease the number of properties that makes sense for your portfolio. The subscriber of the portfolio can review and edit the number of properties here.
Week 3: Close off completed Inspections
Do you have Inspections that are done but not closed off? Jump in and mark them as complete.
This not only tidies up your dashboard but ensures your reports and records are up to date, saving future-you from unnecessary admin headaches. Remember to share the reports with owners and tenants to view through their client access and apps.
Week 4: Close off completed Jobs
Review your list of Jobs and close off any that have been completed.
For the ones still waiting on trades or suppliers, use PropertyMe’s bulk email feature to chase updates quickly. It’s a fast, easy way to keep things moving without endless follow-ups. Update due dates to trigger follow-up calls.
Week 5: Update Bond increases
Bond amounts don’t stay the same forever. With rent increases, many agencies forget to update the corresponding bond amounts. Now’s the time to cross-check and ensure all bonds are current.
By updating bond increases in PropertyMe, you’ll not only stay compliant but also save yourself from the headache of chasing discrepancies later.
💡 Innovative update: Bond increases now can be tracked by our new dashboard widgets and reports, as well as flagging during a rent increase, thanks to our latest feature release, so you will never need to update bond increases again!
Week 6: Review and update email message Templates
When was the last time you refreshed your email templates? Chances are, they’ve been running on autopilot for months.
Take a moment to review your standard communications, from inspection notices to rent reminders. Update the tone, branding and details to reflect your current processes. Clear, professional and consistent messaging keeps your brand strong and ensures clients receive the right info at the right time.
Week 7: Review and update sms message Templates
Short and sharp, SMS messages can make or break your communication with tenants and owners. Go through your PropertyMe SMS templates and check for outdated details, overly long messages or missing links.
Keep in mind: SMS is best for urgent or time-sensitive messages. A polished template helps you get the right response, fast, without the back-and-forth.
Week 8: Bulk archive suppliers
Your supplier list can get cluttered with trades and contacts you no longer use. This spring, tidy up your supplier database by archiving inactive or outdated contacts.
A lean supplier list makes it easier to find the right person when you need them most. Plus, archiving helps keep your reports clean and your workflows more efficient.
Week 9: Let Automations do the heavy lifting
Want to avoid this spring clean next season? Put your tasks on autopilot with PropertyMe Automations.
All subscriptions can get started with Arrears Automations to automatically send Message Templates when tenants fall into arrears. Stop spending precious time sending emails and SMS’ one by one, with Arrears automations it’s set and forget!
Then, get started with Task Checklist Automations. These replicate your existing manual processes and automate your PropertyMe Checklist Templates.
Next, configure Lease Renewal Automations. We have a system template to get started, just select how far out from expiry you want the renewal to be created (eg. 30, 60 or 90 days).
Finally, set up Automation triggers so Tasks generate automatically when key actions are taken. These include:
- A new property is added
- A termination date is entered
- A tenant is added
- A break lease date is added
- A move out date is added
- Or when a rent review is coming up
Week 10: Subscribe to The Loop!
The best way to keep your portfolio running smoothly is to stay in the know. Subscribe to The Loop, PropertyMe’s monthly feature release webinar, and be the first to hear about new tools, updates and tips that can save you time.
It’s your inside track to smarter workflows, fresh automations and practical training, straight from the team that built the platform. With The Loop, you’re not just keeping up, you’re staying one step ahead.
Spring Clean Complete!
Ten weeks, ten small changes and a big impact on your portfolio.
By taking the time to declutter, refresh and automate, you’ll not only stay compliant but also free up hours in your week.
Think of it as an investment: a cleaner dashboard, sharper communications and smoother workflows all add up to more time for what really matters… building relationships, growing your business and enjoying a little less stress day to day.
Download your A4 checklist here
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