Zavanti
Zavanti is our property and tenancy management system.
General
- How to link a tenants Zavanti SharePoint files to Recordbase
- How to use Dynamics 365 Outlook add-on
- Zavanti Glossary
- Using views and filters
- How to use the timeline in Zavanti
- How to create a phone call
Start Tenancy
- How to reject an application
- How to find the Zavanti generated payment reference
- How to add a non-signatory household member
- How to allocate bond reference number
- How to activate the tenancy
- How to do a joint tenancy
Inspections
- How to schedule an inspection
- How to schedule/complete a WPS tenancy inspection
- How to complete the Health & Safety details on an inspection
- How to add inspection details
- How to notify a tenant of an upcoming inspection
- How to add an existing inspection
Property onboarding
- How to reactivate a property
- How to change the property funding agreement
- How to add property rent details
- How to record a Landlord bond paid transaction in Zavanti
- How to complete the onboarding process of a property
- How to create a child property
Manage tenancy
- How to record a new case
- How do I complete a funding variation?
- How to add a risk to a tenancy
- How to record activities against a case or breach
- How to issue a breach notice
- How to notify the complainant of the actions you have taken
Work tasks - Repairs and Maintenance
- How to retrieve the Invoice to send to tenant
- How to add liability and charges for a LinkPeople tenant
- How does LinkPeople Business Support add invoice details to a work task
- How to put a work task on hold or cancel
- How to track the progress of a work task
- How to send a work task to a contractor
Manage Tenancy Accounts
- How to print a rent statement
- How to complete a refund request via the refund tab in Zavanti
- How to generate an IRR letter for tenants
- How to do an IRR Adjustment
- How to manage tenant debt and arrears
- How to do manual transactions in Zavanti
Change tenancy
Manage property contracts
End tenancy
- How to close a Tenancy [From Pre Zavanti]
- How to cancel a tenancy in Zavanti
- How do I end a tenancy in Zavanti
- How to complete a VOID category
- How to check for any future dated IRR increases
- How to rescind a vacate notice
Property handback
- How to enter any bond retained by Landlord
- How to end rent charges on the property
- How to finalise a hand back/disposal of a property
- How to check and complete the Return To Landlord (RTLL) VOID
- How to enter the intended disposal date into Zavanti for a property exit
- How to deactivate a property in the system post hand back
Housing inspection app
- How to complete an inspection offline using the Zavanti Housing Inspection App
- How to review app inspections on the desktop version of Zavanti.
- How to review a completed inspection in the inspection app
- How to schedule a new inspection in the inspection app
- How to complete an inspection using the app
- How to complete the H&S questions in the inspections app