Property Management App | Manage your property with an app | App DNA - YouTube

Channel: App DNA

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if you're an organization or an individual that need to manage many real
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estate properties then this application will be ideal for you
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hi guys my name is Akshay and welcome to app DNA where we talk about all things
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apps the application that we are going to take a look at today is property
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manager and we'll be using Zoho creator to create the same let's take a look at
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the main features of the application the application will be able to have a
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database that will consist of information about the properties the
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maintenance staffs and the tenants it will also help you create records about
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rental payments and will also help you create a visitor's log the application
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will benefit the manager of these properties the most because he'll be
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able to access details about properties tenants maintenance staff visitors all
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from the same one place so without further ado let's go and make our own
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property manager application is as usual where the create application page
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of creator and we'll be creating an application from scratch let's name the
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application as property manager we'll be creating the first form which
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will be a database of all the properties so let's call it add property will be
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dragging and dropping a single line field to record the property name
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another single line field for property type also be dragging and dropping the
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address field a name field to record the name of the owner and finally currency
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field to record the rent amount now we are going to create the next form
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which is the tenant details form
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here we'll be dragging and dropping fields such as name email phone number
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and address we'll also be dragging and dropping a
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lookup field from the odd property form to get the
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property name we'll be adding another lookup field for getting details about
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the owner and finally we'll be dragging and
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dropping a currency field to record the monthly rent
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create the next form which is the rental payment form
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so this form will be able to keep track of rental payments across properties so
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we'll be dragging and dropping a lookup field for the property name
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we'll be dragging and dropping a currency field for fixed rent
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field for tenant name and also other basic fields such as email and address
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we'll be dragging and dropping to date fields for the end date and due date
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and finally we'll be dragging and dropping another currency field which
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calculates the total amount to be paid
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so the rental payment form and report will help you track the rental payments
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by the tenants based on each and every property the next form that we'll be
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making is the add staff form which will act as a database which contains
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information about all the staffs
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we'll be dragging and dropping all the basic fields such as name email phone
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number and I address will also be dragging and dropping a single line
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field to record the services provided by this particular staff so let's name it
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as services now it's important that these tasks are assigned with
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maintenance work or any kind of work and
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so we need an asssign maintenance staff
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form so that we'll be able to map the properties with the staff and
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services
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we'll be dragging and dropping three lookup fields one is for the property
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the second one is for the service
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and the third one will be the staff name
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We are dragging and dropping a date-time field so that the maintenance work is assigned to a
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particular date and time now it's time for us to create the final
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We are dragging and dropping a date-time field so that the maintenance work is assigned to a
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add visitor form this form will help us keep track of all the visitors entering
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into each and every property we'll also have the basic information about them
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the first field that will be dragging and dropping is the lookup field
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into each and every property we'll also have the basic information about them
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we'll be dragging dropping another lookup field details to get
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the person to meet
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we'll be dragging dropping another lookup field details to get
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phone number now we'll be dragging and dropping now
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we'll be dragging and dropping a radio field for parking
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we'll give yes and no as to choice here and finally we'll be dragging and
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dropping a date/time field for check-in
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now it's time for us to add all the workflows that will help in automating
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our application so we'll be creating the first workflow
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it will help us autofill the rental payment details so we named it as
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autofill rental payment let's click on add new action to create
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a new action delude scripts and we'll be doing it on user input on the property
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name field so let's type our blueish code our deluge script here on user
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input
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so what I've done here is that I've given REC as the variable and add
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Tennant is the add Tenant form and since property field or property name field is
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so what I've done here is that I've given REC as the variable and add
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Tennant is the add Tenant form and since property field or property name field is
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a lookup from the property form we have given it as input .property and we
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now the next workflow will help us calculate the rent automatically
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add new action
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custom action on success let's write the deluge scrip here what we've done is
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input odd amount to be paid is equal to input.start date.days360
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input.end date is 1 into input.rent for the property divided by 30 so we are
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calculating the amount to be paid by calculating the total number of days
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with multiplying it by the rent for the property let's save the work flow
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workflow while using the forum tenon details or add tenant so it is important
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to notice that we have done a similar workflow for rental payments we name the
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workflow has auto fill property details
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we'll add a new action on user input and in the add property field will write the
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deluge script over here we'll write the deluge script over here this is similar
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to what we have done in the rental payments form workflow as we have given
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rec as a variable and we are fetching little from the add property
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form we have also fetching details such as owner monthly rent and property
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address let's save the workflow so the next
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workflow that we are going to create is to automatically fill the check-in time
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in the visitors form so we'll click it while using the form we'll choose the
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form as add visitor and we name the workflow as check-in we'll add a new
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action on load will write the deluge script so we are given input dot
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check-in as Zoho current date and Zoho current time and you've
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disabled the check-in field here so that nobody will be able to change it or
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manipulate the details in the add visitor form so let's click on save and
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save the workflow
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so we are done creating all our workflows now it's time for us to test our
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application let's add details into the ad property form
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you
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so I have given an address and property name and type
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over here and we'll be giving the owner name as well
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we'll be giving one rent amount as well
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to the tenant details form will give a name
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and in email ID and since we did an auto-fill workflow it is important that
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if we click on one of the properties the rest of the details such as property
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address owner monthly rent etc should automatically appear here in the add
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tenant form so it is automatically appearing here if we take another
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property the details regarding that property will come over here in the add
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then inform now it's time for us to check the rental payments option click
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on the property name and all the information I'm
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automatically appeared here you give the start date as 22 March and end date as 22
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May due date is also 22 May
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due date is also you can see here that the amount to be
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paid have automatically appeared here because of the workflow we did the
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rental payment is automatically calculated based on the start date end
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date and the due date so let's click on submit and that detail will appear here
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in the all rental payments report now it's time for us to add staffs added all
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the necessary details to the add staff form and we'll be able to see this in
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the add staff report now it's time for us to assign a maintenance staff to a
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particular property we have given a staff and we'll be also giving the
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service and we will schedule it for the next day and if we click on assign the
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maintenance staff has been assigned successfully and a mail has been
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triggered to the staff notifying him about maintenance project that has been
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assigned to him so we're going to take a look at the final part of our
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application which is the add visitor form we'll be adding a visitor
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person to meet
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be giving an email ad as well
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choice of parking number of visitors accompanying him and the check-in time is
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automatically appearing here because of the workflow check-in time that we did
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during the workflow process so if we click on add' we'll be able to see all
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this information in the all visitors form our property manager 101 has
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successfully hit all the objectives like having a database of properties tenants
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calculating rental payments assigning maintenance having a separate log for
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visitors and moreover sending mail notifications to the staff and tenants
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once their payment is successful or once a project has been assigned to them so
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that's it guys we're done building a property manager application I hope that
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this application helps you manage all the properties easily and if you want to
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see more such videos please subscribe to our Channel till next time goodbye