Best Practices & Workflow Tips for Landlords

This guide compiles the most effective operational habits for landlords using Landager, from daily routines to situational checklists.

Daily Workflow: The Morning Dashboard Check

Every workday, spend 60 seconds on three questions:

1. Did everyone pay? Check the Revenue Snapshot.
2. Is anything broken? Check the Open Maintenance count.
3. Did anything unexpected happen? Scan the Activity Feed.

Monthly Workflow: The End-of-Month Review

On the last business day of each month:

1. Verify all payments are logged and statuses are updated.
2. Review all open maintenance requests—close or carry over.
3. Export a PDF report for your records.
4. Reconcile your Landager expense totals against your bank statement.
5. Check the Lease list for upcoming expirations in the next 60 days.

The New Landlord Setup Checklist

| Step | Action | |---|---| | 1 | Create your account | | 2 | Complete your profile (name, phone, avatar) | | 3 | Set your Rent Due Day | | 4 | Add your first Property | | 5 | Add Units to the property | | 6 | Create Tenant Profiles | | 7 | Create Leases connecting tenants to units | | 8 | Upload signed lease PDFs | | 9 | Add Vendors to your directory | | 10 | Take the Dashboard Tour |

The "Renting to a New Tenant" Checklist

1. ☐ Create the Tenant Profile.
2. ☐ Create the Lease with accurate start date, rent, and late fee rules.
3. ☐ Upload the signed lease PDF.
4. ☐ Upload Move-In Condition Photos.
5. ☐ Collect and mark the Security Deposit as Paid.
6. ☐ Add Emergency Contacts.
7. ☐ Add Private Notes (vehicle info, pets, gate codes).

The "Ending a Lease" Move-Out Checklist

1. ☐ Conduct the move-out inspection and upload Move-Out Condition Photos.
2. ☐ End the lease by setting the End Date.
3. ☐ Compare Move-In vs Move-Out photos for deposit deductions.
4. ☐ Document any deductions in the tenant's Private Notes.
5. ☐ Verify the unit status flips to Vacant.
6. ☐ Create a Listing for the vacant unit.

Additional Tips

• Keep tenant names searchable: Use full legal names, not nicknames.
• Optimize property names: Include the street address (e.g., "123 Oak Street" not "My Rental").
• Use Dark Mode for reduced eye strain during evening dashboard sessions.