Task guides
Find the steps for a task in Leasebook.
42 guides
- Add a recurring task or key date
- Add a webhook endpoint and inspect deliveries
- Add or update a landlord or tenant contact
- Arrange a viewing and record attendance
- Check reminders
- Check whether a tenant message was delivered
- Choose a staff role and understand property access
- Create a shared document pack
- Create a signing round and find the signed record
- Create or revoke an API token
- Draft RTB Form 1 and record a registration number
- Export a portfolio spreadsheet as CSV
- Export your records
- Import a bank statement
- Import contacts
- Invite a colleague
- Invite a landlord client or tenant to property access
- Message a tenancy
- Prepare a landlord statement and check what is owed
- Prepare and record a rent demand
- Prepare portfolio CSV columns from Excel
- Preview and send a notice to multiple contacts
- Publish a listing on your own page
- Put a key date on the calendar
- Record a commercial rent review
- Record a deposit receipt, deduction or return
- Record a rent receipt and check arrears
- Record a service charge apportionment schedule
- Record an inspection finding
- Record and check the agency PSRA licence
- Record HAP arrangements and payments
- Record turnover rent evidence
- Report a repair and find properties with open repairs
- Request a referee's answer for an applicant
- Review an automation playbook
- Review bank reconciliation and unmatched lines
- Run and export a report
- Subscribe to Leasebook dates in Outlook
- Track commercial lease dates and notices
- Upload a BER certificate or other property document
- Use the lettings pipeline
- Work out how much the rent can be raised at a review, and record it