Welcome to PaTMa Property Manager

Welcome to PaTMa Property Manager!

Whether you're managing your first rental property or building a growing portfolio, this guide will help you get set up and confident using PaTMa.

Follow the journey below to build the foundations of your property management workflow. Each stage introduces the key tasks to complete, with links to detailed guides whenever you need them.

Your journey starts here

Work through the stages in order, or jump straight to the task you need help with. You can return to this guide at any time as your portfolio grows.

01

Set Up Your Property

Start by adding your property and recording the essential information needed to manage it.

Add a Property Create your property record and get your portfolio started. → Set Up Utility Suppliers Record the utility suppliers associated with your property. → Advanced Property Information Explore additional property details and available fields. →
02

Prepare Your Tenancy

Organise your tenancy details, inventory and property certification.

Create a Tenancy Set up a tenancy agreement for your tenants. → Follow the Tenancy Checklist Work through the checklist for starting a tenancy. → Create an Inventory Record property fixtures and furnishings, including photos. → Manage Property Certifications Upload safety certificates and share them with tenants. →
03

Manage Your Finances

Keep track of rental income, expenses and bank transactions.

Record Rent Payments Track rent received from your tenants. → Record Expenses Keep track of property-related outgoings. → Connect Open Banking Link your bank account and import transactions into PaTMa. → Reconcile Bank Transactions Match your records against your bank transactions. →
04

Explore More of PaTMa

Discover additional options as your portfolio and requirements grow.

Upgrade to Manager Pro Explore upgrading for full access and unlimited usage. →

You're ready to get started!

You've covered the basics. Explore the rest of the PaTMa Property Manager guides whenever you're ready to discover more features.

Explore all Property Manager guides