Tags, Custom Fields and Reports for Commercial Accounts
Tags
Property Manager, HOA, Office, Rental, Short-Term Rental.
Custom Fields
Approval limits, owner names, certificate dates.
Find Accounts Fast
Filter clients by tag.
See Revenue by Type
Which kinds of clients bring the most work?
Keep It Simple
A few useful tags beat dozens.
Clean Up Yearly
Remove tags nobody uses.
Keep Reading
Next in this series: Texting Property Managers From the Office. Before that came Insurance Certificates and Vendor Paperwork for Commercial Clients. 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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