On-boarding RMS and Homhero

RMS Basics Setup

• Creating A Sundry
• STEP 1. Connect Owners to Properties
• STEP 2. Connect Sundries to Third Party Clients (Creditors)
• STEP 3. Create End of Month Expenses
• STEP 4. Check and update Banking Details - Owners and Creditors

RMS Initial Setup

• Agency Change of Ownership
• Create an Owner Income Sundry
• Bulk Owner Charges for Manager fees eg Annual Marketing Fee
• RMS Initial Training Session #1 Guide
• Set up a new user is RMS
• RMS Setup Checklist

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Email Setup

• Google Reservations Events Markup Registration
• SPF and DKIM