introduction to appfolio

2016 © AppFolio, Inc. Confidential.

Introductionto AppFolio


Training Topics

Navigating AppFolio

Personal and General Settings

AppFolio’s Accounting Framework

Course Goal: Learn the scope of AppFolio’s features, how to navigate the

system and identify personal settings to customize.


NavigatingAppFolio


AppFolio Supports Multiple Property Types

Complete Online

Leasing Flow

Owner & Tenant Portal, Texting

and More!

Manage Your

Maintenance

Robust Accounting &

Customizable Reporting

COMMERCIAL STUDENTRESIDENTIAL

CAM Tracking &

Reconciliation

Commercial

Management View

Schedule Rent Increases

Customizable Reporting

Track Important

Lease Activities

Lease By The Bed

Holding Deposits

Marketing Campaigns

Texting Residents

Convenient & Mobile

Online Portal

HOA

Online Dues Payments

Board Member Tracking

Online Maintenance & Mobile

Inspections

HOA Oriented Reporting

Track Ratio of Owner-

Occupied vs Renter-Occupied


AppFolio Supports Multiple Workflows

Marketing & LeasingTenant

ManagementMaintenance Communication

Accounting &

Reporting

Company Websites

Vacancy Postings

Guest Cards

Applications

Screening

Lease Agreements

Online Tenant

Portals

Online Payments

Move Out Workflow

Service Requests

Inspections

Contact Center

Vendor eCheck

Insurance Services

Collections

Texting

Emailing

Letter Writing

Document Sharing

Owner & Vendor

eCheck

Online Owner

Contributions

Bank Reconciliation

Flexible Reporting

Financial Diagnostics

...and more!


Access AppFolio Anywhere

Same login for computer

and mobile devices

Unique URL for your

company

Log in with your email

and password


AppFolio Site Structure

Main Tabs

Product

AnnouncementsHelp Resources

Your Profile &

Settings

Universal

Search

Tasks Menu


The Dashboard gives a snapshot of business performance and

activities. Customize this to your preference!


The Leasing tab stores all marketing & lead management

features. Post vacancies, track leads & collect rental apps here!


The Properties tab stores property pages and units, for all

property types. This is great for on-the-go!


The People tab stores all of your contacts - tenants, owners,

vendors etc., and related, actionable Tasks.

Move Out Tenants

Text & Email

Start an Inspection

...and more!


The Accounting tab stores all payables, receivables, bank

accounts and more. Find all financials here!


The Maintenance tab stores all of your service requests,

inspections and Contact Center settings.


The Reporting tab provides access to open and customize

all reports. Find the Letters feature here as well!


AppFolio’s Components

AppFolio Property Manager

Online Portal for

Tenants

Online Owner Portal


Navigation

Demo


Personal & GeneralSettings


Customized User Roles

The Support team can

customize roles as needed!

Your AppFolio is customized for

your business role

This helps hide unnecessary

features from your view


Personal Settings

Select preferred Email

Notifications

Set custom Email & Text

Message Signatures

Input Vacancy Posting

Contact Information

Click your name at the top

right to access My Settings


General Settings

Click on your name at the top

right to access General

You may not see all of these

options due to your User

Role permissions


Property Groups & Portfolios

Assign users to

Property Groups

Portfolios allow for

multiple tax IDs

Portfolios display

different company

information to tenants

& vendors

Filter reports by

Property Group


Settings

Demo


AppFolio’s

Accounting

Framework


Bob

Debbie

Jeff

Maria

Johnson

Family

Trust

Property-Based Accounting

Bob

Debbie

Jeff

Maria

Johnson

Family

Trust

Bank Account Owner- Based Property- Based

1

2

3

1 1

2

1

1


Trust Accounting: Fee Managers

Transactions are

recorded from the

property owner’s view

Your company’s

commission payments are

an expense to the property

owner


Accounting: Owner/ Operators

No management fees,

just property expenses

from vendor bills

Your company collects an

owner payment for all

owned properties


Next Steps


Access Multiple Help Resources

Help

Resource

Center

Online User

Community

Submit a

Request to

Support Team

Contribute to

Product

Development

You must be logged in to AppFolio to access the Help

Center under Help & Training


AppFolio’s Help Center

Browse or search

easy-to-follow help

articles & guides

Join the User

Community

New User

Training

resources

Quick access to

popular topics


Use a Practice Database!

Practice site URL is different

than your company’s

AppFolio URL

Recommended practice

tasks in the Help Center

on each Training Guide

Contact Support if you

need a practice site!


Additional Training Courses


Contacting Support

Include details! Names,

dates, amounts, etc.

Attach related images or

files to your case

Check for answers in

related articles first!

Track case status under

your Profile


Training Recap

Navigating AppFolio

Personal and General Settings

AppFolio’s Accounting Framework

Course Goal: Learn the scope of AppFolio’s features, learn how to navigate

the system and identify personal settings to customize.


Thank you!

introduction to appfolio

Education