Tracey Robinson on LinkedIn: // A TEAM MAKING WAVES I have been working with the husband and wife… (2024)

Tracey Robinson

✨HMO Awards 24 - Service Supplier Winner⏳Property-Trade-Personal Support to Property Entrepreneurs throughout the UK🤝We strive to work with those who want to do things right📍Lake District

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// A TEAM MAKING WAVESI have been working with the husband and wife power team at @jollypropertyjp for a while now.It is amazing to see what they've achieved during my time working with them and I expect to see them continue to go from strength to strength going forward.We have recently increased my work assistance to enable them to have daily consistency.But what do I help them with?Property Management Admin - using the COHO software to manage their property portfolio. I help out with anything from onboarding new tenants, updating compliance certificates, checking in on messages or general admin.Electronic Filing - we now have a good system in place for all kinds of documents in Onedrive.Email Management - I help out with the filing of emails, invoices and documents from here.Hubdoc and Xero - this is a new task I am due to start helping out with, which will involve the loading of supplier and subcontractor invoices through Hubdoc, into Xero - ensuring they're allocated to the correct project and ready for paying.Other Admin - includes any other tasks thrown my way, including assistance with welcome packs, emergency procedures and general processes.We currently communicate tasks mainly via Whatsapp.It is great to be working with such a fab team.

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  • Tracey Robinson

    ✨HMO Awards 24 - Service Supplier Winner⏳Property-Trade-Personal Support to Property Entrepreneurs throughout the UK🤝We strive to work with those who want to do things right📍Lake District

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    // WE LIKE TO KEEP IT SIMPLEIn terms of support, it's often difficult for our clients to decide what amount of weekly support suits them.I like to keep it simple, I ask them what weekly or monthly budget they have in mind, once they have that figure, we can work out what hours of support we can offer.This method initially works well, but more often than not, once we get started with a client, they soon get a feel for offloading tasks - and that's what we're here for.Our pricing structure is simple:- Bronze package - for one off projects- Silver package - for 1-2 hours support per week (This is typically the least fav by both my opinion and the clients). Unless you only have 1 or 2 tasks to focus on, the time literally disappears and unless you carry out repetitive tasks it is unlikely, we would gain a good understanding of the business- Rose Gold package - for 3-9 hours support per week- Gold package - for 10+ hours support per weekWhat would you like to hand over?

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    ✨HMO Awards 24 - Service Supplier Winner⏳Property-Trade-Personal Support to Property Entrepreneurs throughout the UK🤝We strive to work with those who want to do things right📍Lake District

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    // ONE, TWO MISS A FEW...The mailbox of nightmares!Does this sound like you?- Avoid the emails at all costs- It's out of control- Can't find anything- UnorganisedDid you know we've worked with many clients who have mailbox support - this is how they feel now:- Happy to click open the mailbox- Manageable and in control- System in place- Emails are located quickly- Folder system is on fire- Tidy inbox is a tidy mindHere's the process we use within Outlook:- Create folders- Subfolders if required- Move multiple items of the same topic by using the search box, highlight and move the lot- Use categories for splitting up your inbox with things that still need to be dealt with. It can be as simple or as complex as suits you. With one of my clients, we just use two category tabs, one for the client and one for me - I check his mailbox every day and assign to either him or me and it works a treatDoes your mailbox need a good old tidy up - we would love to tackle it for you, get in touch to discuss a plan of attack.

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  • Tracey Robinson

    ✨HMO Awards 24 - Service Supplier Winner⏳Property-Trade-Personal Support to Property Entrepreneurs throughout the UK🤝We strive to work with those who want to do things right📍Lake District

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    // MY TOP PROPERTY TOOLSHere are the top property tools I use with my property clients...☆ CLICK UP - To keep on top of tasks, compliance, maintenance and purchase pipelines, to compiling data from an application form, through to an automatic checklist for viewings and onboarding, to project management☆ PROPERTY MANGAEMENT SYSTEMS - Such as COHO, Arthur, Go Tenant☆ NRLA - Enabling me to keep up to date with any updates☆ GOV WEBSITE - EPC Finder and link to Right to Rent info☆ MY COUNCIL TAX ORG - Quickly find out what council tax band a property has☆ LANDLORD TAP - For easily updating water suppliers with tenancy updatesWhat is your favourite property business tool and why?

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  • Tracey Robinson

    ✨HMO Awards 24 - Service Supplier Winner⏳Property-Trade-Personal Support to Property Entrepreneurs throughout the UK🤝We strive to work with those who want to do things right📍Lake District

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    // NO DAY IS EVER THE SAME HELPING PROPERTY CLIENTSHere's just some of the things I get up to as a dedicated Property Assistant:⏳Property management systems admin⏳Tenancy management - onboarding of new tenants⏳Compliance - liaising with contractors to ensure properties comply and book in any due⏳Tenants - liaising with tenants from repairs and maintenance issues, to tenancy issues and arranging access⏳Utilities management - from ensuring meter's are read and reads recorded, to checking usage and invoices⏳Council tax management - checking charges are correct⏳Property costs - maintaining income v outgoing analysis spreadsheets⏳Sending invoices through to Hubdoc to Xero for payments⏳Project management - the updating of spreadsheets with actual invoices received⏳Operational support - right hand person, team liasion and middle personBut so so much more than that!Do you need a property assistant on your team?Get in touch with me today.

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  • Tracey Robinson

    ✨HMO Awards 24 - Service Supplier Winner⏳Property-Trade-Personal Support to Property Entrepreneurs throughout the UK🤝We strive to work with those who want to do things right📍Lake District

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    Reality… – Pocket Watch Assistant – Virtual Assistant Cumbria – North West https://pocket-watch-assistant.co.uk
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  • Tracey Robinson

    ✨HMO Awards 24 - Service Supplier Winner⏳Property-Trade-Personal Support to Property Entrepreneurs throughout the UK🤝We strive to work with those who want to do things right📍Lake District

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    //I BELIEVE☆ In Pocket Watch Assistant☆ Pocket Watch Assistant is the time you don't have☆ Pocket Watch Assistant helps you achieve that personal approachWHY?☆ This incredible business was built to assist hard-working business owners.☆ I don't want to see business owners struggling and working all hours known to man, no one needs to work 7 days a week 24/7.☆ Keeping a personal, in-house feel to your admin makes you and your clients feel we are an employee, while you reap the benefits of not actually having an employee.There is nothing more powerful than believing in what you do.What do you believe in and why? Throw me a comment in the box below...Want to know more about Pocket Watch Assistant? Head over to https://lnkd.in/dzQtp2Ua

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    ✨HMO Awards 24 - Service Supplier Winner⏳Property-Trade-Personal Support to Property Entrepreneurs throughout the UK🤝We strive to work with those who want to do things right📍Lake District

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    // DO YOU MANAGE YOUR DIARY OR DOES ITManage you...How is your diary management? Are you the boss of it, or is it the boss of you?⏳Forever late for meetings/appointments?⏳Have a habit of missing meetings/appointments?⏳People turn up to see you and you have to wing it because you forgot they were coming?⏳Agree to something and then forget to schedule it into your diary?⏳Double booking yourself?How would you feel if it was possible to:💻Have someone arranging and scheduling your meetings into your email calendar💻Have someone remind you of a meeting and or set up a reminder to your phone💻Have someone assist you in preparing for your meeting💻Have someone ensure you don't double book💻Hold you accountableOur team deal with many of our client's diary management, we can efficiently navigate through dealing with both arranging and electronic scheduling of your meetings and appointments.Do you need a hand keeping on top of your diary management?

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    ✨HMO Awards 24 - Service Supplier Winner⏳Property-Trade-Personal Support to Property Entrepreneurs throughout the UK🤝We strive to work with those who want to do things right📍Lake District

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    // IS IT PROPERTY WEAR AND TEAR OR TENANT DAMAGE?First of all wear and tear does not apply to the cleanliness of the property, it applies to the condition of it.Of course when a tenant vacates the property, it is expected that they leave the property in the same standard they started the tenancy. But what about deterioration, what is acceptable deterioration?The type of tenant also plays a part - from the student tenants, to the profesional couples and how they will generally live in the property.What about the age and the qualitiy of the items you have in the properties - what is the expected life of it? This can impact your wear and tear of repairs and maintenance turnarounds.Inventory move in's and move out's are essential for yourself and the tenant to cross check exactly what things were like when they moved in to what the property is like on moving out. It will be valuable for any potential decisions, discussions and claims.My top tip on inventories is - don't just use a form / pen or paper, take photos and videos for evidence. You'll kick yourself for not when you need them the most!You should also ensure you carry out your inspections to avoid any surprises and to check up on the property.

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    ✨HMO Awards 24 - Service Supplier Winner⏳Property-Trade-Personal Support to Property Entrepreneurs throughout the UK🤝We strive to work with those who want to do things right📍Lake District

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    Tips for avoiding Procrastinationhttps://lnkd.in/eQYbc_KH

    TIPS for avoiding Procrastination – Pocket Watch Assistant – Virtual Assistant Cumbria – North West https://pocket-watch-assistant.co.uk
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    ✨HMO Awards 24 - Service Supplier Winner⏳Property-Trade-Personal Support to Property Entrepreneurs throughout the UK🤝We strive to work with those who want to do things right📍Lake District

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    // THEY ARE YOUR SECRET WEAPONA Virtual Assistant is more often than not a a self-employed individual who provides professional services remotely and sometimes you may never actually meet in person.Virtual - work is completed from an offsite locationAssistant - covers a wide variety of tasks and more often than not they specialise in a specific areaA Virtual Assistant is likely to be an assistant to a variety of people including businesses, business owners and entrepreneurs.Expectations should be realistic:📌Allow for a settling-in period - just as an employee a VA needs to get to grips with the role and how you work📌A VA is an independent business owner, usually with a number of clients. Therefore, be realistic with the turn around times where possible📌Ensure fabulous communication and information is provided, this will avoid any delays or issues

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Tracey Robinson on LinkedIn: // A TEAM MAKING WAVES

I have been working with the husband and wife… (2024)
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