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I am searching for an easy way to create for Homeowners a year end form letter that includes a "box" of the following info:

Rental (total of all base rental for each Homeowner for the year)

less Commissions (for the year)

less other expenses (Homeowner cleanings, supplies, concession payments, etc)

plus money we may have owed HO, ie: a laundry allowance

_________________

Total (which should total the Net rental proceeds paid to them for the year)

Any help??

Statements are a challenge for our owners... we want full transparency... and we can certainly give them all of the information but it is NOT very end user friendly for our owners...   

We have some booking surcharges that have a built in expense on them... I can show a surcharge column on the statement but the expense piece of it is disconnected and shows at the bottom of the statement so the math to get to a commissionable total doesn't work on a row by row basis.

Does anyone have a custom statement view that they have setup and can share that includes surcharges and discounts?

Hi Bransley 
Here's the one I use for cottages with a hottub/pool and Pet waiver

This contract signed 

by Jennifer Whaling CottageStays Inc.   

{MYEMAIL} {MYPHONE}(the “Agent)

and (Cottage Renter - hereafter Cottage Guest) {CFULL}

Cottage guest's contact information: {CADDRPRIMES}

(email) {CEMAILPRIME}  (cell Phone) {CPHONE}

1.  CottageStays rents to responsible parties 25 years, or older. A valid Driver’s License, or other acceptable photo identification is required prior to arrival. CottageStays reserves the right to refuse service. 
2. The cottage {PPUBNAME} is located at {PADDRS}
3. The term of this cottage rental shall be from {BARR} to {BDEP} {BNNGHTS} nights  
4. A security deposit of $500 is due 10 days before arrival and will be returned in full within 14 days of Checkout 
   {PCANPOL}
   The cottage guest will not be refunded for a late arrival or early departure.
5. If the Cottage Owner is struck by disaster prior to occupancy, then all contracts will be NULL and VOID. In the highly unlikely event that the Cottage Owner shall be unable to provide the cottage for occupancy CottageStays shall refund, in full, to the Guest all monies paid to CottageStays.
6. Maximum Occupancy: The maximum number of guests is limited to  {PMAXGUESTS}persons. Violation will result in removal without refund. Parties and large gatherings of any kind are strictly prohibited. Expected number of Adults: {BNADULT} and children: {BNCHILD}
   For legal purposes, the person placing the reservation must occupy the property. This person is considered to be the Guest. All other persons involved with the rental are considered to be the Guest's invitees, and all discussion regarding reservation, cancellation, and damage policies will be discussed with the Guest, not the guest's invitees.Please list first/last names of all persons who will occupy the property. Anyone who occupies the property who is not listed, will be trespassing (which is a criminal offence). Parties are not allowed!{BXGUESTOCCUPANTS} The following dog is welcome: Name, Breed, Colour {BXDOGNAME} {BXDOGBREED}
7. Uninvited Pets: Cottages are often visited by mice, squirrels, etc, and insects that fly such as black flies, mosquitoes and crawling insects such as ants and spiders. These creatures are a part of nature. Much care and effort has been taken to prevent these visitors from entering the Cottage. Often mother nature circumvents all man-made obstacles. Therefore the Cottage Owner does not accept such irritations as grounds for cancellation of a rental and/or a refund of monies.
8. Amenities: While we do our best to ensure all amenities advertised for the rental unit, (such as but not limited to WiFi, satellite/cable, hot tubs and saunas) are in working order during your stay, we cannot guarantee them. The failure of WIFI/satellite/cable, mechanical, electrical or electronic equipment or items that take place during your stay will not void or alter this Agreement. We will do everything they can, within reason, to correct and restore reported conditions or such problems, as soon as possible. Any issues presented after check-out cannot be remedied, and are not cause for compensation to customer.
9. The cottage guest shall assume responsibility for any willful or negligent damages to the cottage and its premises. This is why it is so important that you report any damage to the Property upon arrival or occurrence
10. The cottage guest should not attempt repairs and should contact the cottage owner as soon as possible to make emergency repairs.
11. The cottage owner requires that the cottage renter have liability insurance. By signing below you acknowledge that you have the required insurance. The Owner DOES NOT provide insurance covering loss to any of the Guest’s belongings. It is the responsibility of the Guest to make sure all valuable and personal items are removed upon checking-out of the property. Agent and Owner are not responsible for any items left behind in the Property.
12. NON-DISPARAGEMENT: Guest and attendees agree not to disparage the company, cottage or owner. Guest agrees to address any problems, either before or after the rental, directly with the company rather than by making disparaging
    or negative statements (blog posts, reviews, etc.) about the company, house or owner, online or otherwise. Any guest who does, under their own name, a pseudonym, anonymously or by any other means, disparage the company,
    house or owner will be held financially responsible for any damages done to the owner's business or reputation. 
13. Smoking IS NOT permitted inside the cottage. 
14. QUIET TIMES: Guest and all tenants agree to observe quiet time from 9pm to 8:00am, not limited too but to include any loud music, shouting, or other actions that would violate the noise ordinances or upset neighbors
15. PARKING: Parking is limited to {PXVEHICLES} vehicles. Vehicles are to be parked in designated parking areas only
16. If Guest fails to comply with local by-laws or directions from the Agent and complaints are lodged due, but not limited, to over-occupancy, noise, parking, garbage, open-burning fires, and fines are imposed by local authorities, the Guest will be charged the fine amount and shall be liable for fines issued against the owner and any and all loss of revenue due to the Owner's license being revoked.  In addition, the Agent reserves the right, at The Agent’s sole discretion, to evict the Guest from the property and no monies will be refunded.
17. Access:  Guest shall allow Homeowner or the Agent access to the property for purposes of repair and inspection.  Homeowner and the Agent shall exercise this right of access in a reasonable manner
18. Please note this cottage may be equipped with a door camera, temperature/noise monitoring device.

1.  

   Waiver of Release for Use of Pool and/or Hot Tub

   Welcome to our cottage! We are delighted to have you here and hope you enjoy your stay. To ensure the safety and enjoyment of all guests, please read and agree to the following guidelines for using the hot tub and/or pool.

   Use of Hot Tub and Pool:

   Safety First: Please exercise extreme caution and care when using the hot tub and/or pool. Safety is our top priority, and we want everyone to have a safe and enjoyable experience.

   Cleanliness: All guests must shower and/or clean their feet before entering the hot tub or pool. This helps maintain the water quality for everyone.

   Prohibited Items: To keep the water clean and safe, please do not use any oils, bubble bath, soaps, or other harmful substances in the hot tub or pool. Additionally, no glass products are allowed in the pool area. Water Quality: Our hot tub and pool are inspected, chemicals adjusted, and refilled seasonally. It is normal to see white particles in the water, which is the bromine sanitizing. Charges for Violations: If any prohibited items (soaps, bath products, food, alcohol, etc.) are found in the hot tub, a cleaning fee of $75 will be charged. Damage to the hot tub cover will result in a $400 charge. The cover should remain on the hot tub when not in use. Behavior: No horseplay is allowed in the hot tub. Do not sit on, jump on, or misuse the hot tub cover in any manner.

    

   Liability:

   By using the hot tub and/or pool, you agree to the following:

   • You will defend, indemnify, and hold harmless CottageStays, its owners, and employees from any and all claims, damages, liabilities, or losses arising out of or in any way associated with your use of the hot tub and/or pool, including but not limited to death, personal injury, or property damage.
   • You acknowledge that you use the hot tub and/or pool at your own risk and that CottageStays is not responsible for any injuries or damages that may occur.

2.  

   Pet Addendum

   We understand that pets are part of the family, and we're happy to welcome your furry friend to our cottage. To ensure a pleasant stay for everyone, please read and agree to the following guidelines for bringing your pet.

   Pet Information:

   Name, Breed, and Color: {BXDOGNAME}

    

   Guidelines for Pet Stay:

   1. Comfort and Familiarity: Traveling and staying in unfamiliar places can be a scary experience for your pet. Try to pack a few familiar items such as a blanket from home and even your pet’s food dishes and water bowls. Extra toys are a great idea to include plenty of distractions because it also stops dogs from chewing on furniture. These items can really help ease their anxiety in a new environment. The more you can help make a new place feel like “home,” the more relaxed your pet will be.

   2. Leash Requirement: Pets must be leashed at all times when outside to ensure their safety and the safety of others.

   3. Clean Up: Guests are responsible for cleaning up any pet refuse. If any refuse is found on the property, an additional $150 will be deducted from your security deposit. Please check the property for all refuse before you leave.

   4. Furniture Policy: Pets are not allowed on furniture at any time. Any evidence of pets on furniture may incur extra cleaning fees.

   5. Flea and Tick Prevention: All pets must be treated with a topical flea and tick repellent prior to arrival. Fleas and ticks are prevalent in the area, and this helps protect your pet and the property.

   6. Damage Responsibility: Pets must not cause damage to the premises or furnishings. If damages occur, please inform us as soon as possible so we can work together to find a reasonably priced solution and arrange for a replacement before the next guests arrive.

   7. Noise Control: Guests should prevent pets from producing excessive noise that disturbs neighbors.

   8. Supervision: Pets should not be left unattended either indoors or outside at any time, including on the patio, yard, or porch.

   9. Liability Disclaimer: The homeowner assumes no responsibility for illness or injury that may incur to pets or humans while on the premises.

   The guest {CFULL} shall be solely responsible for the pet while on the property and hereby agrees to comply with the guidelines outlined above.

Hey Bransley,

The default Agreement OR provides is fairly universal, but we understand that there's no "one size fits all" here. You are more than welcome to make changes to that default Agreement as you see fit, or upload an Agreement of your own!

Of course, we always recommend running changes to your Agreements by your trusted legal advisors.

Hi all,

New to OwnerRez - I have my rental connected to AirBnb, VRBO, Booking.com via OwnerRez.  I want to use the default OR renter agreement but this agreement been made for the US and specific states. 

Is anyone using a modified version of the same agreement in Canada with success?  If so, do you have a modified version of the template I could start from? 

OwnerRez, do you have Canadian agreement?

Thank you

Bransley

Hey Janet,

Sounds like an export of the Bookings List View may accomplish what you're after here.

To do this, go to the Bookings tab in the OwnerRez menu bar, then select List on the far right (assuming you're not already in List view):

Once you're on the list view, use the Filter option to tell the system what date ranges to encompass, or whatever other preferred filters you'd like to sort by:

Next, use the Export button to export that file. You can either download to excel using the Export button alone, or us the dropdown arrow to choose your file preference:

If you have more questions, please don't hesitate to write to us directly at help@ownerrez.com!

Can anyone tell me how to separate the contacts for each specific or separate property. I have 3 properties in OwnerRez and the contacts are bundled together.

Do I use a Tag to categorize the property to keep them separated? I'm starting some email marketing and I really do not know how to separate the contacts for where they stayed in each property. Appreciate the guidance.

Help!

I need a template that automatically responds to inquiries with a quote.

I've followed the guides. I've set up Available & Quotable Email Templates and Available Dates Channel Templates and Contact Info Request Email Templates. I've inserted my field code {QHCTAB}, as instructed, but my quote table doesn't always generate when I hit Preview.

I've gone into System Messaging and set my Automatic Quote Generator Template to respond to system "Send Quote to Guest" messages. This actually worked.

Is it because the Automatic Quote Generator Template applies to quotes and can only be used in quote-related conversations? Perhaps that is why my {QHCTAB} doesn't generate ... because I'm attempting to apply it to inquiries in inquiry-related conversations(?)

If so, how do I apply my Automatic Quote Generator to inquiries? I get inquiries often that come straight from the source (no channels involved). How do I set up an automated response, with quote and accept/finalize link, to these inquiries? 

Any ideas?

Erica

A feature request wouldn't help much, I'm afraid.

You can already do this with Airbnb.

With Vrbo, they don't have an API to allow that - believe me, we've asked.  Hopefully they will add one at some point, in which case, rest assured we'll implement it promptly all on our own.

Sounds good ken,

It sounds like what we need is a feature request in order to be able to send quotes to channels (and edit the charges).

Yes, that's correct, it is not, for several reasons.

1. Its purpose is to complete missing information for a booking, such as, not just the guest's contact information, but potentially their credit card, offering travel insurance, etc.  These aren't appropriate at the inquiry phase.

2. For direct-book inquiries, contact information is gathered when the inquiry is made, so we already have it.  For channel inquiries, contact information is not provided by the channel, and intentionally so - they don't want you to have it.  For the same reason, they block all links and identifiable information, so it would not be possible for a link of any kind to be sent to a potential guest who is merely inquiring.  Thus, having such a link would serve no purpose - it couldn't be used anywhere it would otherwise be needed.

I need a link that I can provide in a template when somebody makes an inquiry or at any time I would like to collect guest information. 

That way once the information is collected, I will be able to send quotes to the Guest.  

{BUFIXUP} seems to only apply to bookings, it does not appear to be usable for inquiries to collect CRM information.

Hi there, wondering if any other hosts are using a rental agreement for guests to sign to rent a golf cart (LSV) during their stay. Would appreciate any template sharing of this agreement or ideas, thank you!

Not at this time. We are working our way through the Guest Forms redesigning each one.

The first two completed were Guest Reviews and Travel Insurance (i.e. when using {BUTRAV} purchase link).

does anyone have experience with the hosted website that OR provides affiliate capabilities?

if yes who have you used?

i am interested in providing FB, Instagram, TikTok, YouTube account holders/influencers the ability to shill my hotel and services.

I am not finding any way to modify the form.  Has this been enabled yet?

Ok, I will get back to you with the information.

Hi Carol,

Please write an email to us at help@ownerrez.com that includes the ORB# for the booking that did not receive that trigger when you'd expected it to, as well as the URL for the trigger in question. It may also be helpful if you include the ORB# for a booking that did receive it so that we can compare.

We'll take a look!

Hello,

I have a situation where the automated template did not trigger when the guest booked. It worked a few days before but not the second time.  Please let me know how to address this.  Thank you.

I have just one renter's contract.  In a few places it says, "if booked through Airbnb, then this..." and "if booked through anything else, then that..."  Otherwise it's too much of a pain to change the contract, as you need to do sometimes, because you have to change things on multiple contracts, keep track of them, upload them properly, etc. etc. Words are wonderful things and in some cases are cheaper and easier than technology. 

All of you still waiting on the ability to duplicate templates, please go add your vote to this feature request: https://www.ownerrez.com/forums/requests/duplicate-option-for-templates-triggers-surcharges-etc#72259

Has this been implemented? I need to copy a set of messages making them language specific, copying would help a lot!

Hello!

Yes, you can just copy / paste your channel Templates into an email Template, and then set your corresponding Triggers.

Here's more info on creating email Templates - https://www.ownerrez.com/support/articles/email-templates

Keep in mind that Airbnb will no longer be providing proxy emails for guests via the API, so you'll need to request the signing of your renter agreement in a channel Template for Airbnb so that those guests can receive the {BUFIXUP} link. This link walks the guest through a Point of Contact (POC) form, signing your rental agreement, and placing a card on file (if applicable). The POC form is where they'll be entering their real email address so that they can then receive your email Templates going forward!

Here's more on that topic as well - https://www.ownerrez.com/support/articles/request-airbnb-guest-contact-information

I have set up a number of Channel Message templates and would like to duplicate each of those as Email templates.   Is it possible to do this?

Agreed, I would love to see this feature.

With yesterday's release, cell phone number was moved to be the top phone field. Also, the guest forms (where BUFIXUP, etc. sends the guest) is scheduled for a major overhaul in the near future.

Home phone numbers aren't important as evidenced by the number of threads asking how to remove fields from {BUFIXUP} (much less the number of households that no longer have a home phone number). This form is one of the first things our guests see and it looks antiquated, it should be updated (or better yet, updateable) to reflect how contact channels and communication patterns have changed.

Can you please add ability to modify {BUFIXUP} to the dev request list?

It is not possible to delete required fields.  Not sure why you'd want to do that anyway, a phone number is pretty important.  With channel bookings, you should (almost) always already have that anyway.

The rental agreement signing process does indeed capture all of this information, whatever the listing channels do not provide.  We strongly recommend having all guests sign a rental agreement, particularly listing channel guests, as that is the only way you'll have a legally valid and binding contract between you and the guest that can be enforced in court or by the police if needed.

Hi Ken, is there a way to modify what fields are requested in the contact form? I understand how to create and add customer fields, but how do I delete unnecessary fields like home phone number?

Yes, you can do this. I do this--I have one agreement for Airbnb, another for other channels that process their own charges (e.g. TripAdvisor), and a third for direct bookings and channels where I process the credit card directly (e.g. Vrbo).

The official documentation is here: https://www.ownerrez.com/support/articles/renter-legal-agreements#multiple-agreements

But it's quite easy. When you create your rental agreement, you can set at the bottom which channels it applies to and add a priority (higher number=higher priority).

So, create an agreement for Airbnb and set it to only apply to the Airbnb channel, and give it a high priority number.

Then, create another agreement for all your other channels and set it to apply to all channels and give it a lower priority number.

The end result will be that your first agreement will be included in the default RA link for any bookings made through Airbnb and then the other one will be applied to everything else. (You could select "Everything But Airbnb" in the second agreement, but the lower priority number accomplishes the same thing.)

FWIW, whatever you have in your Airbnb legal agreement, make sure that is copied and pasted verbatim into your House Rules section of your Airbnb listing, as Airbnb requires you to do so (they will enforce whatever you put in there, though, so that's good!). There's also no (practical) length limit to your House Rules section on Airbnb, so there's no reason to make it simple--my Airbnb RA is almost as long as my regular one (several pages) and only omits the sections specifically referring to payment processing and chargebacks and such.