Your daily, weekly and month-end routine
A repeatable routine to keep rent, property work and records up to date.
Guide reviewed 2026-10-03 · England residential lettings
Every day
Start on Overview. Review rent due, balances and Needs attention, then open the relevant property. Record money when it actually moves and add repairs or decisions as they arise.
Open Overview →Every week
Review overdue tasks and upcoming checks. Assign responsibility, arrange professional inspections where required, attach results and record the next deadline. Follow up unpaid rent using the correct process.
Open Tasks →At month end
Generate the selected month’s rent, reconcile bank and cash movements, record outstanding expenses and check recoverable costs before deductions. Review both profit and actual cash movement.
Open Rent & payments →Share and retain
Preview and email each landlord statement. Check its sending status in Communications. Keep copies, invoices and decisions with the property. Check subscription and team access periodically.
Open Communications →