Importing a Property Manager's Portfolio Into Handyman Software
Ask for a Spreadsheet
Most managers have one. Ask for addresses, unit numbers and any access notes.
Clean It First
Fix address typos and remove duplicates.
Import Under One Client
Every property under the manager, not as separate clients.
Map Placement
Imported addresses are placed on the map automatically.
Add Details Over Time
Items on the house and codes get added as you work.
Check a Few
Open a handful of addresses after import to make sure they landed right.
Keep Reading
Next in this series: Monthly Walk-Throughs for Commercial Handyman Clients. Before that came Not-to-Exceed Limits and Manager Approvals. For the full picture, go back to the commercial handyman software overview.
Win and Keep Property Manager Accounts
Many addresses per client, photos for owners and one monthly statement by address. Try HandymanBossPro free for 14 days.
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