Last modified on January 11th, 2016
By Alexis Hammond
Are you making the most of AppFolio’s Reports & Letters features? Today Todd Smith, Sr. Training Manager, hosted a webinar that reviewed how to maximize the benefits of these two powerful, though sometimes underutilized, features of AppFolio. Todd had a ton of great tips and ideas on how to take full advantage of these features.
Watch the recorded webinar to learn about:
- Learn to maximize the benefits of Reporting and Letters.
- How to customize the layout of a report and save it for easy access in the future.
- How to quickly and efficiently understand what is going on with your business.
- Creating your own stable of custom letters for your official communications to tenants, owners and vendors.
- And much more…
Check out the recorded webinar and slides below to learn even more.
I just listened to the webinar for reports and letters and I did not hear what I was most looking for.
I send out owner statements at the end of every month via email. When I do this it is necessary for me to add some details with respect to the tenant situation or maintenance of the homes. Currently I am not able to do this via App Folio. I must go to my outlook to send this email.
Is there any way that I can write some individualized owner info into the email when I send out the owner packet.
Please let me know.
Hi Felix – Thanks for joining our webinar. There is currently not a way to customize messages included with each owner packet. We’ll consider this as a feature suggestion. Users can, however, include Work Orders with their owner packets, so that the owner can see information related to any work order that was billed and paid.