agentPay
Custom Tabs and Fields
Power Reporting
- Power Reporting Introduction
- Power Reporting - Uploading a file
- Contractor Invoices report
- Search Contractors including by Type
- Last Rent Increase Report
- People Reports - Search by number
Request an Automation
Agents Success Insights
Sales
- Quick Add Sales Instruction
- Mortgages
- Troubleshooting Incorrect Property Locations on Property Portals like Rightmove
- Importing Sales Properties, Vendors and Applicants
- Sales Marketing on Rightmove & other portals
- Printing a Sales Brochure and Window Display
Lettings
- View Appointments Booked on Properties
- Virtual Tours for your marketing feeds
- Sending Mass Email / Mail Merge
- Email a Block Tenancy
- Manage Inspections
- Delete an instruction or Abandon a signed Tenancy
Maintenance
- Maintenance Job Status Types
- Submitted Invoices: Charge Owner & Refund Contractor
- Contractor App - How to use - external guide
- Submitted Invoices - Maintenance Jobs & Deductions
- Contractor App
- Adding Contractor
Accounting
- How to Use View Accounts
- Management Fees
- Editing or Hiding Entries From Invoices
- Payment App: Understanding Client Money Handling and Clearing Times
- Reconciling Payments to Closed Tenancies
- Reconciling Cash & Card Payments
Calmony Client Account
- Logins, Password Resets and 2FA
- Calmony Verify - Getting Missing Details Form or IDV check links manually
- Calmony - Cancelling a 'payment on this date' Bulk Payment
- Verifying Overseas and complex ownership Landlords - Calmony
- OFSI AML Checks for Calmony users
- Calmony - Making a Payment
Office
- Emailing items from Saved Documents
- Book Appointment via Property > Actions
- Sending Letters via the Postbag - Whistl
- Custom Letter Types
- AI Dashboard
- AI Leads
Documentation
- Common Inventory Tags
- Common Property Brochure Tags
- Common Sales Memorandum Tags (Custom Document Templates)
- Common Tenant Tags (Custom Document Templates)
- Documentation Signatures
- Common Window Display Tags
Services
- MyProp App - Your Complete Client Portal Solution
- OFSI AML Checks
- Training at agentOS
- Software Request
- Land Registry Searches
- Anti-Money Laundering (AML), ID and Right to Rent/Work Checks
Useful Plugins and Add Ons
- Online Tenancy Application
- Signable/Docusign E-sign - Useful Plugins
- What is Fixflo? - Useful Plugins
- Whistl - Useful Plugins
- How to Schedule Property Viewings Using Calendly and agentOS
Settings
- Password Reset
- Removing Tenant fees from Tenancy Agreement AST (Tenant Fee Ban)
- Single Sign-On (SSO)
- The system logged me out! Why?
- Rent Chase Email Tags
- Two-Factor Authentication (2FA)
Onboarding
- Your First Fee Draw Down
- Your First Rent Chase
- Processing Your First Outgoing Payments & Sending Statements
- Processing Your First Incoming Payments
- Your First Bank Statement Reconciliation
- Troubleshooting for Landlords missing from "Pay People In Credit"
API & Connections
- DPS Automation Setup
- Fixflo – Advance Integration
- Posting Applications - V4 Applicants API
- Retrieving Appointment Data - V4 Appointments API
- How to Request and manage API Key's
- Error Code 429 - you have exceeded your API Key throttle limit.
Release notes for agentOS, agentPay and Calmony
- New AML Check Features
- agentOS Release Notes 15/05/2025 - v6.31.20.0
- agentOS Release Notes 02/05/2025 - v6.27.588.0
- agentOS Release Notes 08/12/2024 - v6.27.316.0
- agentOS Release Notes 04/12/2024 - v6.27.282.0
- agentOS Release Notes 20/11/2024 - v6.27.243.0
GDPR, Security and Privacy Policies
Terms and Conditions
- Terms and Conditions for Calmony Client Account Sign-Off Audit Service
- Terms and Conditions for agentOS software, APP's and API connections
- Terms and Conditions for Griffin for Client Bank Accounts
- Terms and Conditions for Calmony Clients, Community, CalmonyPay & Business Accounts
- Terms and Conditions for agentPay and agentPay service
- Terms and Conditions for API access to Third Parties Suppliers
Pricing
agentOS FAQ
- Tenant Fee Act - Property Portals
- GDPR Export SARS request
- Training Session Cancellation Policy
- GDPR Anonymising/Deleting Applicants
- Login Issues - Troubleshooting
- Guide on Notifying agentOS for Contract Termination