How To Add A Utility Supplier

Once you have set up your PaTMa account, you can start to manage your property and inventory using our built-in inventory tool that's included in all Property Manager Packages at no extra cost.

Getting Started

  • In the header, navigate to Manager.

You will be directed to a page listing your current properties.

Note: With the free version of PaTMa, you can only manage one property at a time. To add more than one property to your account. Upgrade to a Premium Account.

  • Click the Property Label you wish to add a utility to.
  • On the property display page, click the navigation tab Utilities.

Adding Utilities

Most buy-to-let inventories will need to include the hand-over of utility supplies; generally gas, electricity and water. You can easily enter these at the top of the inventory. Including whom the current supplier is and the meter reading.

Next, add the relevant utilities associated with the property. - Click Add Utility. - In the entry form, click the Type dropdown menu and select the relevant Utility. 

  There are many options to pick from, including: 
  - Oil
  - Gas
  - Electricity (Day/Night) 
  - Water 
  - Solar

  • Under Who Pays enter who pays this utility using the dropdown menu (i.e. Tenant/Landlord.).

  • Using the dropdown menu, select the unit you wish to add a utility under the Unit field.

Note: This unit option is only presented for properties that have been created and addressed as HMOs. To add multiple units to the property, you will find this option in the property's information page.

  • If the utility has a meter, then select the Metered option.

  • When this is completed, click Save.

You will be redirected to the property display page now updated with the edits. On this page, you can now add more utilities.

Setting The Supplier

Return to the Property display page and click the navigation tab Utilities. If you have completed the first step and added your first utility, this segment of the page will present a list of all your recorded utility supplies as shown below.

In the list, find the desired utility and click the + icon next to the Supplier.

You will be redirected to a page presenting a short form that must be filled in.

Filling In The Form

Supplier

In this field, enter the utility supplier (i.e. British Gas).

Start Date

Using the dropdown menu, select the date the supplier started providing this service for the utility chosen.

  • Once completed, click Save.