Automation of client accounts - building processes and workflow

Modified on Wed, 20 Mar 2024 at 09:14 AM

Arthur has an automated events engine at its heart. It is designed in such a way as to help cut down on repetitive tasks, emails and general administration. By cutting down on these processes, additional time is able to be spent on more important things - like growing your business. 

All accounts have the ability to review and edit their automation events. However, this area is one of the most complex in Arthur and understanding automated events and actions can take time. If you would like us to build your processes into the system for you, a member of our implementation team will first require checklists of everything done at the various points in a tenancy journey in order to build the automation. 

The effect of automation will save you time and money whilst improving efficiency. The process takes approximately 2 weeks to complete but this will depend on your availability to answer questions. 

Please call for a quote Any additional work to this area after completion of works will be charged also. This service includes, but is not limited to, the following:

  • Edit pre-existing automated events
  • Tenancy onboarding
  • Rent chase
  • Compliance notifications
  • Maintenance workflow
  • Ending tenancies
  • Templated communication
  • Templated staff processes
  • Adding recurring tasks and work orders
  • Map checklists and task types
  • Non-standard reminders
  • How to build your own events

We have provided a basic template from which clients can advise on what processes are relevant to your business. Please download template: Automation template

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