Safe review workflow: generate branded rent, water and bond receipts, save PDFs to Google Drive, view PDF records, plus maintenance work orders and customer email drafts for review first.

Google Sheets Connection

When using Gmail draft or Send Email for the first time, Google may ask for authorisation. I recommend creating a Gmail draft first and checking it before sending.

Brand & Security Settings

Saved only in this browser on this device and hidden by default.
Receipts and email drafts are sent here for your review first.
● Not tested

  

Load Result

Properties 0
Current Property -
This Charge $0.00
Previous Balance $0.00
Total Amount Owing $0.00

Water ReminderTemplate

Email Content

Rent Receipt Template

Rent Receipt Preview

Water Receipt Template

Per-payment rule: issue one receipt for each payment received. Enter only this payment amount, not the tenant's monthly total.

For partial payments, enter only the amount actually received this time.

Water Receipt Preview

Bond Receipt Template

Bond Receipt Preview

Maintenance Work Order / 维修工单

This version splits maintenance into two separate records: 1) Work Order / 下单给维修商 and 2) Completion & Payment Record / 完工付款记录. The work order can be issued first; payment is recorded later after the contractor finishes and sends an invoice.

Step 1 — Work Order / 下单给维修商

Work Details / 维修内容

Contractor Details / 维修商资料


Step 2 — Completion & Payment Record / 完工付款记录

Use this only after the contractor has completed the job or sent an invoice. This creates a separate payment/completion record linked to the Work Order No.

Work Order Preview / 下单预览

Payment Record Preview / 付款记录预览

Saved PDF Records / 已保存 PDF

These records come from the Receipts sheet. After Save PDF to Drive succeeds, PDFUrl, DriveFileID and GeneratedAt are written back to Google Sheets.

No PDF records loaded yet.

Review Workflow

SAFE MODE Customer emails are prepared but not sent directly to tenants. Use Send to My Review Email, check everything, then send to the customer yourself.

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