Planet Synergy provides virtual assistance services to property managers.

We operate, manage and maintain your property management software on a daily basis so that your staff and you can focus on growing your business.

We perform the following key tasks on a daily, weekly, monthly and annual basis within your property management (PM) software.

Daily Tasks

• Process and upload Vendor Invoices and utility bills to your PM software
• Process Work Orders and contact tenants via email to verify the completion of requested maintenance tasks
• Send out Maintenance Surveys to tenants

Monthly Tasks

• Run owner reports and save them
  For web based PM software we save the reports on your server or cloud-based storage
• Run and email Lease Expiration reports
  We email lease expiration letters to tenants and owners 120/90/60 days prior to the lease expiration date

Annual Tasks

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

Maintenance – Vendor/Utility Bills

• Invoices/Work Orders
• UtilityBills
• Tenant Surveys/Follow up on closed Work Orders
• Vendor Follow up on Open Work Orders
• Update Night Tenders, Property Meld, EZ Repair - or any other service you use for maintenance calls.

Rent/Late Fees/Eviction

• Rent Payments – Checks and Money Orders
• Section 8
• Late Fees
• Pay or Vacate notices
• Balance Due letters
• Delinquency Reports
• Rent Roll Reports

Marketing

• Marketing vacancies
• Craigslist Postings
• MLS Listings
• AHRN - connecting the military community with available housing
• Resize and Watermark Pictures
• Marketing on Show Mojo, Rently, Tenant Turner – or any other service you use for showings

Owner Tasks

• Adding Owners and Properties
• Processing Management Fees
• Generating and sending Owner Statements
• Saving Owner Statements on Online Storage
• 1099 and Yearly Owner/Cash Flow Statements

Tenant Tasks

• Creating Lease Agreements – on Docusign, Zipforms, Fillable PDF or any other software you use
• Adding Tenant/New Move in
• Renters Insurance – Contact tenants for Insurance
• Lease Expiration Reports
• Lease Renewal/Extensions
• HOA Violations
• Tenant Move-outs

Vendor Tasks

• Adding Vendors
• Insurance Requests
• W9 Requests

Audits

• Auditing Owner records - every 6 months
• Auditing the Tenant records - every 6 months
• Auditing the Vendors for w9, Liability Ins and Workman's Comp

Reports

• Lease Signing YTD
• Deactivated owners YTD
• Move out in next 30, 60, 90 days
• Tenant move-ins during the last 30 days
• Tenant move-outs during the last 30 days
• Open work order reports

Digital Filing

• Digital Filing - Uploading Documents