We are a medium sized landlord (by Milwaukee standards) with around 230 residential units primarily in 1 and 2 family dwellings. Back in the mid 80
s we became computerized using an B
Apple ][ with AppleWorks software to manage our properties. As our business and finances grew we switch to the Mac and FileMaker 4 software. Today, obviously, we use FileMaker Pro
Over the years we have look
Enter/Edit UnitsB
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Enter/Edit Units
Shareware Form
Instructions
A Layout #6
A File DescB
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Find Function
Payment ledger - Non editable
Optional transaction note field
EKEnter Transaction screen (#1) this is the screen were all rents are entered
These buttons post the transaction, update the balances ect. One or the other is necessary to complete the transaction.
Receipt is set up for 3 1/2 * 9 1/2 paper stock center fed envelope style using a GCC
E$View Only- Edit in New tenant window
E!Enter transaction type and amount
E$Veiw Only- Edit in New tenant window
E!Enter transaction type and amount
EfUnit code must start with a number which defines the property followerd by a decimal point or letters roperty follower by a decimal point or letters
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OK Unit Codes
1001LF = 1001 S 24 Lower Front
1001UF = 1001 S 24 Upper Front
1001 then becomes the
property code for all units at
that property
1020.8 = 1020 W National Unit 8
This numbeBgring convention is
used for larger buildings again
1020 becomes the property
code
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E3Calculated from the number portion of the Unit Code
AN! Enter /Edit Screen is used for initial set up and newly purchased properties
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Shareware FormB
T.A. Ballering Rentals
P.O. Box 245
Eagle, WI 53119-0245
Enclosed is the $20 shareware fee for TenantManager II
I, the recipient / purchaser of this shareware, agree to the following terms:
1) I have a r
pt is set up for 3 1/2 * 9 1/2 paper stock center fed envolope style using a GCC BLP BTElite printer. We make the blank receipt stock from regular paper and a paper cutter
BLP Elite printer. We make the blank receipt stock from regular paper and a paper cutter.
If you are printing receipts using another printer, the receipt layout may need to be modified
Enter TransactionsB
antManager
We use Quicken for our bookkeeping. TenantManager II creates an export file (QIF format) to integrate the rents received with the other bookkeeping activities. Clearly the AP and other bookkeeping F
chores could be done in FileMaker but, Quicken is such a good program why spend the time just to reinvent the wheel. Payroll is a FileMaker Pro which calculates the deductions and then exports the results to Q
uicken
We manage maintenance, schedules and all incoming calls in a file named
Work List
which will also be available on America On Line once the documentation is complete. It
s quick, clean and we never loH
se a request for a repair. The file
Completed Work
is used to keep historical data.
The FileMaker file
Letters
is used to produce all correspondence. You may at first question why use a data base to wr
ite letters. The answers are the ability to quickly search previous documents, stored in
DocumentManager
, and to create a standard format for your letters that does not change as your office help changes. AJ
Address/Phone
file is integrated with letters.
The net result is an integrated office system. I get what I want ,when I want it, on a consistent basis without the hassles normally associated with traini
ng new office help.
Play with it. If it works for your style of management send in the $20 shareware fee and receive the password which will allow you to eaisly customize it for your needs. If you don
t caL
re for it, give it to a friend or discard it. If you are a FileMaker aficionado you may want to look at Tenant Manager to see a different approach to handling invoicing ect.
sonnel adapt quickly to Ten
ed at most of the commercial property management software but found none that met our needs. Primarily, we did not like the reports produced and felt the software was more for old, large and boring firms. WeD
need to quickly see who owes us rent, how much they owe, which units are vacant and quickly produce the eviction paper work. Ease of use is important and we find that new office personnel adapt quickly to Ten
InstructionsB
To Start
Go to Enter / Edit Units layout. Cmd-N for new unit
Enter unit information.
Repeat for each additional unit
To change owner information
Go to define fields Cmd-Shift-D
Change information in
Owner NaB~me,
Owner Address,
Owner City St Zip,
Owner
Company,
Owner Phone
fields to your informantion.
To use file
eted Work unmodified with the original pass word and TM guide file attached
egistered copy of FileMaker Pro.
2) I will only distribute TenantManager, Letters, Document Manager, Work List, Calender,
Completed Work unmodified with the original pass word and with this guide file
attached.
3) I will NOT use ANY of the forms, applications, agreements contained in any file without
first having these documents review by a competent attorney in my state. Should I use
any of
these forms without legal review I assume all responsibility for any errors or
inconsistency with the laws of my state.
4) I will assume ALL responsibility for assuring the accuracy and verifying of the E
files,
records, account balances ect. Although TenantManager is used on a daily basis by the
author
s management firm, I understand that it is possible for different environments and
technique
s to cause errors that can not be anticipated by the author. I will not hold the
author responsible for ANY errors contained in or created by this file
5) I will report all errors, bugs, inconsistent peG
rformance to the author.
6) I understand that modify this file may result in inconsistent results.
7) I will not use TenantManager for actual management of rental properties without first
sending the auth
or a signed copy of this document.
Signature _____________________________
Name _____________________________
Address _____________________________
City, St., Zip ______________IB_______________
Phone ( ______) _____________________
by the
author
s management firm, I understand that it is possible for different environments and
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