Everybody can use a Virtual Assistant!

Complete your property management admin needs quickly and easily with Planet Synergy’s experienced virtual assistants. They can help with data entry and processing, accounts payable and marketing, as well as, uploading your media to PropertyBoss.

Daily Tasks

  • Process and upload vendor invoices, utility bills to your property management software
  • Process work orders and contact tenants via email to verify the completion of maintenance requests
  • Send out maintenance completion surveys to tenants

Monthly Tasks

  • Bank reconciliation
  • Run owner reports and save them (for all web based property management software we save reports on your server or cloud-based storage)
  • Run lease expiration reports – email tenants and owners lease expiration letters

Yearly Tasks

  • Run year-end reports and email them to owners
  • Generate 1099s
  • Upload 1099s to owner portals

Rent Week Tasks

  • Enter rent payments received via checks, money orders and credit cards
  • Run RentRoll reports
  • Process late fees in your property management software
  • Email late fee notices to tenants
  • Email demand letters to tenants

Tenant Prospect Tasks

  • Process applications: ensure application fee is received, forward to screening company, upload prospective tenant info to your property management software

New Tenant Tasks

  • Create lease agreements, move-in-inspections, pet exhibits, HOA agreements for lease signing and send agreement via online signature service to tenants
  • Enter tenant information in property management software
  • Upload lease agreements and other documents to your property management software in the owner and tenant portals.
  • Enter security deposit, first month’s rent, pro-rated rent and process leasing fees after the tenant information is entered in your property management software
  • Set-up auto charges for monthly rent payments
  • Set-up late fee details
  • Email move-in checklist to tenants

Owner Prospect Tasks

  • Enter prospective owner information in property management software
  • Email prospective owners about services offered, along with sample property management agreement

New Owner Tasks

  • Email welcome package and checklist to new owners
  • Create management agreements
  • Enter owner and property information in property management software after the management agreement is signed
  • Upload management agreement in the property management software’s owner portal section
  • Activate owner portals
  • Upload W-9s in owner portals
  • Set-up management fee details in your property management software

Marketing Tasks

  • Resize and watermark photos for marketing
  • Upload property videos on your YouTube channel and tag the videos with relevant keywords for increased visibility in online searches
  • Enter property information in property management software – photos, descriptions, directions, videos
  • Market properties on various marketing websites
  • Perform weekly audits on rental properties and update information

Tenant Move-Outs

  • Audit the tenant ledger and email the total amount due tenants.
  • Process tenant move-outs and return security deposits
  • Create rent-ready checklist and email to leasing agent/property manager

Home Owner Association

  • Process invoices, create agenda packets and meeting minutes

Filing and Organizing

  • Help you get organized and file all of your documents on your server or cloud-based storage.
  • Help minimize paperwork by digitizing and saving documents.

And even better? The services of a Virtual Assistant can scale with your business as it expands.

PropertyBoss Virtual Assistance Services Application

Complete the following to request more information on Virtual Assistance Services.
  • Management Company Information

  • Thank you for your interest in Virtual Assistance Services from PropertyBoss and Planet Synergy. Select the Learn More button below to submit your request for more information.

Have Questions?

Connect with a Solutions Specialist

 
(864) 297-7661 x1
 

What Clients Are Saying

Veronica Holly, Holly Nance Property Solutions / Trenton, NJ

PropertyBoss is wonderful! I have called several times with questions and they are always very polite and willing to help me better understand their solution.
2014-09-03T14:41:07+00:00
PropertyBoss is wonderful! I have called several times with questions and they are always very polite and willing to help me better understand their solution.

Mike Nelson, Excalibur Homes / Atlanta, GA

PropertyBoss is the best customer support experience I have ever had with a product.
2014-09-03T14:39:44+00:00
PropertyBoss is the best customer support experience I have ever had with a product.

Sue Denfeld, Eqwest LLC / Vancouver, WA

Kelly was fantastic! Very patient and knowledgeable! ClientCare always comes through for me. A very comforting experience in high stress situations.
2014-09-03T14:27:45+00:00
Kelly was fantastic! Very patient and knowledgeable! ClientCare always comes through for me. A very comforting experience in high stress situations.

Lina Hogan, Curry Management / Dublin, GA

I always have a pleasant experience with ClientCare. Everyone is courteous and glad to help. It’s a joy to work with people who treat you with respect and are all working toward the goal of PropertyBoss meeting our needs.
2014-09-03T14:41:49+00:00
I always have a pleasant experience with ClientCare. Everyone is courteous and glad to help. It’s a joy to work with people who treat you with respect and are all working toward the goal of PropertyBoss meeting our needs.

Michael McCreary, McCreary Realty Management / Atlanta, GA

The move to PropertyBoss and all of its resources are going to immediately save me almost a full staff member in man hours each month! That is an ROI I can believe in.
2014-09-03T14:31:53+00:00
The move to PropertyBoss and all of its resources are going to immediately save me almost a full staff member in man hours each month! That is an ROI I can believe in.

Kim Whitaker, Whitaker Realty Management / Houston, TX

PropertyBoss is a powerful, flexible, comprehensive software solution; and its tech support is equally impressive. Their techies really know what they are doing.
2014-09-03T15:01:05+00:00
PropertyBoss is a powerful, flexible, comprehensive software solution; and its tech support is equally impressive. Their techies really know what they are doing.

Suzanne DeVenny, Staufer Team Real Estate / Louisville, CO

The PropertyBoss team is great! Because the same person who helped us with training helps us with support, she answers our questions without a lot of review. Thank you for your fabulous customer support!
2014-09-03T15:00:38+00:00
The PropertyBoss team is great! Because the same person who helped us with training helps us with support, she answers our questions without a lot of review. Thank you for your fabulous customer support!

Lynn Sedlack, 33rd Company / Minneapolis, MN

PropertyBoss has given us days back in our calendar, which allows us to work on the business, not in the business.
2014-09-03T14:38:39+00:00
PropertyBoss has given us days back in our calendar, which allows us to work on the business, not in the business.

Steve Foster, Boardwalk Real Property Management / San Antonio, TX

I appreciate PropertyBoss’ commitment to the industry and willingness to tailor solutions to help grow our company.
2014-09-03T14:39:04+00:00
I appreciate PropertyBoss’ commitment to the industry and willingness to tailor solutions to help grow our company.

Chuck Briscoe, Quail Ridge Associates / Columbus, GA

Andrea was very polite and professional in helping me resolve my problem. She took the time to listen and learn what my issue was before offering a prompt resolution. Great customer service!
2014-09-03T14:40:41+00:00
Andrea was very polite and professional in helping me resolve my problem. She took the time to listen and learn what my issue was before offering a prompt resolution. Great customer service!

David C. Milling, The Mattiace Company / Jackson, MS

I have always found consistency in support. I very much appreciate particularly Theresa and Shelly consistently being there to recognize me and get to my needs quickly. I would say I don’t need a great deal of help but when I do I appreciate the response.
2014-09-03T14:40:15+00:00
I have always found consistency in support. I very much appreciate particularly Theresa and Shelly consistently being there to recognize me and get to my needs quickly. I would say I don’t need a great deal of help but when I do I appreciate the response.