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PropertyBoss Solutions — PropertyBoss 2007

From the Jan./Mar. 2008 Review
of Property Mgmt. Systems

PropertyBoss 2007 is a comprehensive property management software product suitable
for residential, multi-family and specialty markets such as military, university
and affordable housing, as well as senior living management.

PropertyBoss utilizes separate databases for each type of management scenario
employed. Users simply choose the database they wish to access when logging
onto the system. The program’s main screen is visually pleasing. To the
left of the screen, users have access to major system functions such as PropertyBoss
Today, Accounting, Managing and Customize. The majority of the screen is used
by the PropertyBoss Navigator, which contains links to items such as Print Statements,
Move-Ins and Move-Outs scheduled for the week, number of pending work orders,
and percentage of delinquencies. A QuickStart option takes users to various
implementation and training options designed to get them up and running as quickly
as possible.

Data-entry screens are easily navigated, with action buttons at the bottom
of every screen. The Units and Lease Navigator provides access to a complete
listing of all units. Tabs provide additional options including the ability
to edit the unit, create a new unit, create a new lease, view reports, view
the unit register, and enter a transaction specific to that unit.

The Prospects Navigator allows for entering new prospects, showing whether
an application has been filled out and whether a credit check has been processed.
New leases can be created directly from the Prospects Navigator, and Thank You
notes can be processed automatically.

PropertyBoss allows users to open multiple windows in the program, and the
Open Windows function to the left displays a list of all currently open windows.
All screen displays can be exported to Excel, printed or e-mailed as needed.
At the top of the screen, the New button allows users to quickly add a new lease,
unit, tenant, prospect or vendor.

PropertyBoss can be deployed using a variety of methods, including the traditional
desktop, across a network, self-hosted over the web, or web-hosted using the
SaaS model. The core PropertyBoss system comes with prospect tracking, applicant
screening, lease management, third-party fee management, work order management
and an accounting interface to QuickBooks.

Add-ons include the PropertyWeb Suite, which provides the ProspectPortal that
lists available units on the property’s website; ResidentPortal that provides
work order entry and review; OwnerPortal that shows property statements; and
VendorPortal for work order maintenance. Also available is the PropertyWebPay
option, which gives residents the option to pay their rent using credit cards,
bank drafts or ACH. Finally, PropertyWeb provides a complete website, including
a URL and vanity domain name.

Users can choose from a dozen additional add-ons, including PropertyEmail,
PropertyMICR (for writing checks), the new PropertyBanking (which allows users
to pay property owners with a direct draft), and PropertyLoan (which tracks
principal and interest for loans held by property managers).

Along with QuickBooks integration, PropertyBoss offers integration with Peachtree,
Microsoft Great Plains and Solomon accounting software. The PropertyMeter add-on
allows for the import of utility data directly into PropertyBoss for easy tenant
billing. And the PropertyCert add-on is easily integrated with PropertyBoss
or used as a stand-alone product to simplify the resident certification process
for affordable housing managers.

REPORTING — 4.5 Stars
PropertyBoss offers over 100 default reports, which are separated into categories
that include Batch, Budgeting, Property, Prospect, Tenant, Vendor and Work Order.
Reports can be viewed on-screen, e-mailed, printed or exported to Excel. Users
can also utilize Merlin, the Report Wizard, to modify information in a series
of reports, including Rent Rolls, Vacant Units and the Unit Details Report.
Merlin allows users to change the report layout, group by options, set different
filtering options as needed, and provides sorting options.

SUPPORT — 5 Stars
The PropertyBoss Annual Subscription Service (PASS) is included with the purchase
of PropertyBoss and is renewable every year. PASS includes all maintenance and
upgrade releases throughout the year in addition to 10 support units to utilize
(including calls, e-mails and faxes), a subscription to the quarterly newsletter,
and access to the On-line knowledgebase. Also available for users is EinsteinAnswers,
an online guide/library system that supports PropertyBoss products.

Training options are also extensive, with instructor-led web-based training
available, along pre-recorded training modules, classroom training and customized
on-site training.

PropertyBoss is priced by number of units, with 100 units costing $799; 1,500
units will cost $2,999. Add-on module costs vary, ranging from $129 to $495.
PropertyBoss is a flexible product, designed for all types of property management
specialties. With the long list of add-ons available, users can purchase the
system they need today and add on as necessary.

2008 Overall Rating: 5 Stars