Once you've documented and automated your processes in LeadSimple, you'll want to have certain processes start automatically.
You can set up Autopilot Rules to start your processes automatically.
These are the most common processes to start via Autopilot:
Lease Renewals - start lease renewals automatically every month for leases ending in 90 days
Rent Collection/Delinquencies - start delinquency processes automatically every month for tenants that have a delinquent balance
Move Ins - start move in processes when the move in date is a certain number of days away
Move Outs - start move out processes when the move in date is a certain number of days away
Inspections - start inspection processes a certain amount of time after the tenant has moved in
(You can also start processes automatically from other processes! Here's the help article on how to do that for all other processes apart from the ones listed above.)
Step 1: Set up your Default Settings
To start, you'll need to set up some other settings first. Specifically, your default due dates and team member role assignment.
Once you've done that, you're ready to add your first Autopilot rule!
Step 2: Add an Autopilot Rule
Tip: Use the recommended rules in this help article to build out your Autopilot rules.
First, navigate to the process settings. (Settings > Process Settings in the lefthand sidebar.)
Be sure you're editing the correct process type, then go to the "Autopilot Rules" tab.
You can use one of our templates to get started! Or click Create Blank Rule to create rule from scratch.
Start by deciding how often to start the process: either every month, week, or day. If you choose month, you can choose which day of the month. If you choose week, you can choose the day of the week.
To start the process on the last day of the month:
Some months have 28, 29, 30, or 31 days in the month. To start the process on the last day of the month, you can use negative numbers in the "day" field to ensure that the process will always be started on the last day of the month.
To start the process on the last day of the month, put "-1" in the "day" field.
To start the process on the second to last day of the month, put "-2" in the "day" field.
etc.
Then select the time of day you want the process to start and which stage to start in. (Note that this will override any default starting stage you might have set in the General settings.)
Then, choose the criteria you want the rule to use to determine which units or properties to start these processes on.
The available fields are:
Occupancy
Property Type
State
City
Zip Code
Amount Receivable
Delinquent Rent
Beds
Baths
Square Feet
Estimated Rent
Current Rent
Market Rent
Lease Start Date
Lease End Date
Current Lease Move In Date
Current Lease Move Out Date
Future Lease Move In Date
Future Lease Move Out Date
Property Groups
You can add multiple criteria to your rule.
Tip: Use the recommended rules in this help article to build out your Autopilot rules.
Be sure to save your rule.
Note that you can save the rule without turning it on yet if you want to come back to finish it later.
After saving your rule, you can add another rule or click on a rule to edit it.
Reminder: Use the templates in the app or the recommended rules in this help article to build out your Autopilot rules.