Welcome to Propra training!
The goal of this training is for you to feel confident with understanding your workflow as well as your resident, owner, and contractor experience.
During training, we’ll walk through your core monthly property management tasks using a test property and tenant. This way, you’ll get hands-on practice without affecting your live data.
We’ll cover how to:
List a campaign (rental listing) and share it with yourself as a tenant
Complete a test application, approve it, and sign a lease
Conduct inspections
Submit and manage maintenance requests
Send notices, share documents, and add violations
Terminate a lease and issue a deposit
Why It Matters
Each training session builds on the last, so it’s important to complete them in order. By following the process step by step, you’ll gain the confidence and skills to manage your properties independently each month.
1. Account Settings
Login to your account and create your password.
Go to Settings > Account > My Profile
Select the pencil icon and edit your details - add your signature and phone number
Turn on ALL of your notifications so that during training you can see the communication that is sent not just to you but to your team as well
Go to Lease and Unit > navigate to the Documents tab
Add Lease Document (if not already done - this is your lease document that you send to your applicants)
Complete the lease set up adding the fields necessary - search for House Rules in the categories listed on the left side and add them to the lease form where it either gives an option for additional information or a space to place additional rules that the applicant must initial or sign
After completing the lease form scroll down in the documents tab to Application Terms and Disclosures and add additional terms for the applicant to agree to during the application process.
Below this is the required campaign documents box where you can add a rule requiring the applicant to submit a number of required documents. For example 1 document of the 3 documents types (Gov ID, Passport, Drivers License) This means that the applicant will need to upload 1 of the following in order to submit their application.
2. Create your testing property to prepare for a campaign:
Create a property and name it TEST- Enter your home address -This property will serve for the training
Create an owner for this property
Add a new unit onto the Test property but do not create a lease yet
3. Go to the test property details tab:
Create a floor plan - add photos to the floor plan
Assign a supplier to the property
Select your Amenities and Utilities for the property
Go to Assignments Assign Parking, Storage, and Keys
Create a common unit on your test property (Gym, Laundry room, Lobby)
4. Campaigns
Create a campaign for the test property and email the link to your personal email (please do not use the same user email you use to login to Propra.app)
Once you receive the email link for the application, create an account and follow the steps for the application and submit the application
As the property manager in Propra.app go to the campaign, review the application, approve the application and send with a lease offer
Use your lease form that you previously uploaded, sign and send to the tenant
Once you receive the lease document email as the tenant click the link and sign the lease
This will create a new lease in Propra for that test property, unit, and tenant
Can you find where the lease document went?Use your test tenant profile to navigate the residential portal. Go to the lease page and upload an insurance document and share it.
5. Inspections Part 1
Download the Propra App for Property Managers (purple not white)
Login to your app and select your test property and the unit that you moved yourself into
Select Begin Inspection and start a move-in inspection
While doing the inspection complete the following tasks:
-remove an area
-add an area
-select an area as damaged
-make notes on an area
-take 3 photos
When completing the inspection select All photos and select to create a maintenance request from your damaged area
Complete the inspection
Can you find where the inspection report went?
Have some fun with your maintenance request by creating an operator (contracted or staff) and using a family members email. This way you can create maintenance requests for your house and assign it to them to complete :)
Who ever you have set up as a test operator will need an email that is not used to login to Propra as a property manager.
Download the Operators App IF your test operator is listed as Staff
AndroidAssign your maintenance request to your operator and have them complete the task
Create a maintenance request in the portal, via email, and from your desktop
Assign and complete the remaining requests
Tenant Maintenance
Go to your test unit
Scroll down to the lease box and select Generate Form
Choose a form, fill it out, download it
Go to Announcements
Create an announcement based on that form you select
Attach the form to the announcement
Select to send a voice message and test the message with your number
Make any edits needed in the voice message notes box (make sure to indicate who is sending the message)
Send the announcement to yourself
Reply to the announcement from your test tenant
Go to the lease box on your test unit
Add a violation to your test tenant, select Written Notice
Create an announcement for this written notice and send it to your test tenant
Go to your test tenant profile
Select the documents tab
Click the three dot menu to share with your tenant
Inspections Part 2
Login to your Propra Manager App
Complete a move-out inspection
Compare your move-in notes
Add an estimated cost for damages
Complete the inspection
Ending a lease
Go to the test unit
Scroll down to the Lease box
See the retained for damages selected?
Issue the deposit
Other tasks to play with:
Review your leases and insurance expiries from the Dashboard > Residential tab
Customize a smart template adding a how to link or advice on how to fix something