COHO Quick Start Guide
You have signed up to COHO or you’re ready to sign up to COHO and you want a little guidance on where to start.
Here we have a short guide for getting productive on COHO and other things you should consider.
Add a property
This is super easy to do. Just navigate to the ‘Properties’ panel on your main portfolio page and click ‘+ New Property’. The system will guide you through the steps to adding the basic information about the property to your account.
More information can be found in our product guide here -
Properties
Add Property Compliance
Once a property is added to COHO, you can work your way through the compliance panels and upload your current documents and the dates they are valid from and until.
At this point, you’re now tracking the compliance documents for the property which means you can be assured that all of your renewal actions will be automatically generated by the system.
Add rooms
You may have noticed that you can add rooms when adding the property, but this can be skipped and they can be added later. Adding the rooms to the property allows you to add rent amounts, deposit amounts and say if the room is currently occupied.
Generate Rent Schedules
Once you have added a room and added the current tenant to the room, you will have a panel to generate a rent schedule for the tenancy.
Now, you’re able to track rents on COHO for your tenants.
Tracking your compliance documents and tracking rents are possibly the 2 most important things so the above steps help get these set up straight away.
Now let's think about what else should follow.
On each room/tenancy, you’re able to upload important documents in regards to the tenancy. You can add the current tenancy agreement, any deposit information and right to rent information. The Tenant Information panel should also be completed with useful information such as email addresses and telephone numbers. When inviting tenants to their dashboard, this information is required.
Welcome Packs
Welcome Packs are a great way of sharing important information with your tenants like WIFI Key Codes, Bin Collection Dates, Cleaner Dates and much more.
At this stage, you’re ready to invite your tenants to their My COHO Dashboard. Inviting tenants can really help with streamlining your processes and pulling all information / communications into one place.
Invite Tenants via the Occupancy panel
On the main portfolio page, you have an Occupancy panel where with just one click, you can invite all of your tenants en masse.
More information can be found here -
Occupancy
Now your tenants have been invited to COHO you will be able to utilize Maintenance and the Message Centre.
More information can be found here:
The above steps are a great start to using COHO. From here, we can look at other areas of COHO and we can look at how you can set up certain forms and documents so they are ready for when you want to use them.
In no particular order:
Onboarding
You may not be ready to use COHO for an Onboarding for the first time but it is worth taking a look at the Onboarding process and setting up your application forms and your AST so it is ready to go.
Tenant Find
The Tenant Find panel can be used to send pre-qualification questionnaires and set up your viewing availability.
Maintenance
On the Maintenance settings cog you can set up auto response messages to maintenance issues as well as adding troubleshooting cards. Setting these gives your tenants further information on how to possibly resolve issues by themselves.
Suppliers. This also ties nicely to the Maintenance panel. On the Suppliers panel in COHO, you can add your regular suppliers information such as names, email addresses, telephone numbers and useful notes.
More information can be found here -
Suppliers
Finances
The Finances panel in COHO allows you to add your financial items to then produce profitability reports or produce settlement statements for owners.
More information can be found here -
Finances
Transactions
The Transactions panel in COHO allows you to connect your bank account(s) for automated bank feeds - no more manually rent reconciling!
Inventory Builder
The Inventory Builder on COHO allows you to create and store your Inventory templates.
Property Marketing, Property Details & Room Details
These panels are for storing your photos, descriptions, amenities and other useful information that will make you properties stand out from the rest. This information is then pushed to COHO’s Find a Home Tenant Marketplace and to Rightmove via our integration.
Property Ownership & Property Owners
Many of our customers have mixed portfolios. Some are owned, some are managed and some are on a Rent-to-Rent basis. The Property Ownership panels allow you to say who owns the property and how the property is being managed.
That should give you plenty of things to consider when setting up your account on COHO and will certainly help you to get productive and use the system in the most efficient way.
Top Tips!
Our top tip for using COHO is click on the settings cogs! Most panels in COHO have a settings cog in the top right hand corner.
The settings cogs allow you to set up certain features, configure panels to make them work better for you and will give you further information about what that panel does. Don’t be scared to click on them! ;)
Expand those panels! Every panel has a ‘show panel content’ button which will expand the panel further. Expand those panels to see what the panel looks like and familiarize yourself with the features COHO has on offer.
Check out our
FAQ Pages here -
FAQs