Getting Started With FileMaker Based InBizness Property Management

The checklist for setting up your copy of InBizness Property Manager for the first time.

STEP 1: Duplicate the copy of the database we provided to you. You will want to keep this copy on hand in case you want to rollback to a pristine version.

STEP 2: Delete the example data. Go to each main module and delete all the records in each one. This will help keep you from getting confused from demo data and your real world data.

STEP 3: Add in your buildings data in the building module. This is important before adding any other data.

STEP 4: From the buildings module, add all the apartment rentals units that belong to that building. You can add rental units that are not linked to a building but that is only recommended for rentals that are the only rental for a building.

STEP 5: Enter in your tenant related information.

STEP 6: Assign each tenant to the appropriate apartment unit. Remember that you can only assign apartment units are not available. So make sure that you have updated your apartment status records to help the unit pick list stay up to date.

STEP 7: Add in your staff members into the staff module. This will be necessary so you can assign activities to them. If they are going to be accessing the database, make sure they have their own database accounts, passwords and access levels set properly.

WANT TO SEE THE MOVIE?
We did create a quick movie on the topic and you can view it by clicking here!