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How Does the ResMan Integration Change My Daily Workflows?

The ResMan integration will change your daily workflows in the following ways:

Leasing (Move-In/Move-Out)

  • Resident Move-In:The move-in workflow in SmartRent (granting an access code to the unit door lock and an account for our resident mobile app) will happen when a user triggers the move-in in SmartRent Manager. This is done by clicking the Move-In button on the resident card on the Leasing tab.

  • Resident Move-Out:The move-out workflow in SmartRent Manager (removing all resident access and setting units into vacant mode) can also be triggered manually with a similar process. This is done by clicking the Move-Out button on the resident card on the Leasing tab.

Resident Support

  • Resend Account Invitation: If the resident did not receive the email invitation to create an account for the SmartRent Mobile App, this would be completed on the Resident Profile page

  • Resend Resident Code: If the resident did not receive their access code or lost/forgot their code, this would be completed on the Resident Profile page

  • Send Backup Code: If the resident’s personal access code does not work, this is a last-resort workflow that would be completed on the Resident Profile page

  • Send Reset Password Link: If the resident cannot reset their password, this would be completed on the Resident Profile page

Maintenance

  • View Work Order Code: For each work order that is synced via the integration or automatically created from a device such as a leak sensor, an access code is automatically generated and viewable directly on the work order detail screen in both SmartRent and SmartRent Manager Mobile

    • Automatic work orders include: leaks, temperature out of range, humidity out of range, battery low, and device offline

  • Assignment of Work Order: You can assign a synced work order out to a specific maintenance technician or vendor, which will send them an SMS text message with the work order details and access code

  • Creating Work Orders: Since access to occupied homes is always tied to a work order, any scenario where the site team needs to enter an occupied home outside of synced tickets from ResMan or the automatic tickets created from devices, will require site teams to generate access codes via our maintenance interface

    • Possible scenarios for this include emergency access or a routine inspection

  • Closing Work Orders: If the work order is closed in ResMan, it will be automatically closed within SmartRent the next time the sync runs

    • If the work order was created in SmartRent (whether automatically or manually), it will need to be closed within SmartRent

Manually Sync Data:

Integrations within SmartRent will automatically sync data every hour. However, you can manually force a sync at any time by following the steps outlined in our How Do I Sync Data From My Property Management System to SmartRent? article.

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