Agents Daily workflow

Run collections cleanly. Keep owners confident.

RentalDesk helps agents manage multiple landlords and properties with consistent invoices, receipts, arrears tracking, and reporting.

01
Portfolio ops
Units, tenants, leases, vacancies.
02
Collections
Invoices, payments, receipts.
03
Arrears control
Balances, follow-ups, status.
04
Owner reporting
Statements and monthly summaries.
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Daily work

Stay on top of the portfolio

Keep unit status, tenant info, and lease terms updated so billing stays accurate.

  • Manage properties, units, tenants, and leases.
  • Track vacancies and publish availability (if enabled).
  • Capture and follow up on enquiries.
  • Store and share documents securely.

Collections

Invoice, collect, reconcile

One flow from invoice to receipt means fewer disputes and faster reconciliation.

  • Generate rent invoices on schedule.
  • Record payments and issue receipts.
  • Reconcile transactions (bank / M-Pesa workflows where available).
  • Monitor arrears and tenant balances daily.

Routine

A simple weekly agent routine

A clean rhythm keeps rent predictable and communication clear.

Mon
Check arrears
Review overdue accounts and plan follow-ups.
Tue–Wed
Record payments
Post payments, issue receipts, reconcile.
Thu
Portfolio updates
Vacancies, move-ins/outs, documents.
Fri
Owner report
Send summaries and key exceptions.

FAQ

Common questions

Can I manage multiple landlords?

Yes. Organize properties and reporting per owner while keeping one operational workflow.

Do invoices and receipts stay consistent?

Yes. Posting payments updates balances and statements automatically.

How do I keep arrears under control?

Review balances frequently and document follow-ups so nothing slips through.

Can I export reports?

Yes. Use reports and statements for owners and internal tracking.

Want to see the workflow?

Open the demo or start using RentalDesk for your portfolio today.

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