C.A.R.L. Training

Introductory Training

• Initial User Setup Telephone Training Session
• Two One-Hour Remote Training Sessions
• One Day's Onsite Training

Designed for new clients and new staff, Introductory Training is there to help you make the most of your C.A.R.L. system quickly and efficiently.

Areas covered:

• User Setup Overview
• Worksheets and Help Videos
• Landlords
• Properties
• Adding Prospective Tenants
• Utility Companies
• Adding Contractors
• Creating Current Tenants
• Rent Summary

Advanced Accounting Services

C.A.R.L. offers two separate packages to assist you with daily accounts and reconciliation.

The Advanced Reconciliation Service is designed to help you comply with legislation and industry association (A.R.L.A., N.A.L.S. and R.I.C.S) regulations.

The trainer will focus on working through your accounts, both in the bank and on C.A.R.L., to ensure that they are balancing.

The Accounts Support Service is designed to give ongoing support to clients who have completed the Advanced Reconciliation Service. Clients will have priority bookings with specialised account trainers to discuss any account queries.

Click here for more detailed information on the available packages.

Bespoke Training

• One Hour Remote Training Session
• One Day's Onsite Training

Designed for the client who may need to top up their knowledge, having already undertaken some structured training, or those who only want to focus on specific areas having already gained experience with the system.

Simply advise our Admin Department on the areas you wish to cover when booking the appointment and our Accounts Manager will follow your requirements on the day.