How To Add A Utility Supplier
Once you have set up your PaTMa account, you can start to manage your property and inventory using our built-in inventory tool that's included in all Property Manager packages at no extra cost.
- In the header, navigate to Properties.
You will be directed to a page listing your current properties.
Note: With the free version of PaTMa, you can only manage one property at a time. To add more than one property to your account. Upgrade to a Premium Account.
- Click the Property Name you wish to add a task to.
- On the property display page, scroll to locate the Tasks column .
- Click Utilities
Most buy-to-let inventories will need to include the hand-over of utility supplies; generally gas, electricity and water. You can easily enter these at the top of the inventory. Including who the current supplier is and the meter reading.
Next, add the relevant utilities associated with the property. - On the third column, click Add Utility - In the entry form, click the Type dropdown menu and select the relevant Utility.
There are six options to pick from: - Oil - Gas - Electricity (Day/Night) - Water - Solar
Under Who Pays enter who pays this utility using the dropdown menu (ie. Tenant/Landlord.).
Using the dropdown menu, select the unit you wish to add an utility under the Unit field.
Note: This option is only presented for properties that have been created and addressed as HMOs. To add multiple units to the property, follow this step-by-step guide.
If the utility is Metered, mark the box underneath Unit as shown below.
When it is completed, click Save.
You will be redirected to the Inventory display page now updated with the edits. On this page, you can add more utilities or add rooms.
Setting The Supplier
Return to the Property display page and scroll to the bottom of the page to locate the Utilities section. If you have completed the first step and added your first utility, this segment of the page will present a list of all your recorded supplies as shown below.
In the presented table, click Set Supplier.
You will be redirected to a page presenting a short form that must be filled in.
Filling In The Form
In this field, enter the utility supplier (ie. British Gas).
Using the dropdown menu, select the date the supplier started providing this service to you for the utility in name.
- Once completed, click Save.