🔧 How to Use Toolbar Actions on a Selected Property

The toolbar is your quick-access control panel for performing key actions on a selected property. These actions are context-sensitive and adapt based on whether a tenant and lease are linked to the property.

📋 Toolbar Actions Overview

• Send Email – Use predefined email templates (e.g., Rent Reminder, Welcome Email).
• Send SMS – Send a text directly to the tenant’s mobile number.
• Add Maintenance – Log a new maintenance request for the property.
• Add Appointment – Schedule viewings, inspections, or meetings.
• New Bill – Create bills for rent, deposits, fines, or other charges.
• Pay Deposit – Record a deposit payment.
• Pay Rent – Record a rent payment.
• Add Expense – Add a new expense tied to the property.
• Add Task – Create a new to-do item.
• Terminate Lease – End the current lease.
• Save Changes – Save any edits made to the property record.

✅ Performing Actions

Click the relevant icon from the toolbar to open the action form. Fill in the required details and save to complete the operation.

💡 Tips

• Toolbar actions are only available after selecting a property.
• Ensure a tenant and lease are linked to use payment-related actions.
• Use email and SMS templates to save time and maintain consistency.