480 Larkspur Lane
With managerKurt Feld
(720) 555-0193
kurt.feld@example.com
$3,400 past due
of $3,400 unpaid · 33 days behind (oldest unpaid charge 19 Aug 2026)
Sam Carter
assignee
Notes
Shown on the board to everybody. What is being done about this one, and why — a payment plan, a cheque in the post, a posting error in Rentvine.
Date agreed to
If the tenant has agreed to pay on a particular day, put it here. On that day Leslie reminds the tenant by text and email and the manager by email. The reminder ladder keeps running either way — the balance is still owed, and an agreed date is something to hold them to rather than a reason to stop asking.
Handled by hand
Stops Leslie's messages for this episode without touching the books. Say why — it goes on the board and on the timeline, so whoever reads this next knows what happened.
Conversation
3 messagesHi Kurt, this is Leslie with Peakline Property Management. A quick reminder that your rent balance of $3,400 at 480 Larkspur Lane is past due. Could you let me know when you'll be able to settle it?Leslie · Sep 10, 9:00 AM
Hi Kurt, following up on the past-due balance of $3,400 at 480 Larkspur Lane. You can pay any time through your tenant portal, or reply here if you need to work something out.Leslie · Sep 17, 9:00 AM
No reply after two reminders, so this is now with your manager, Sam Carter. Leslie won't send any more automated messages on this one.Leslie · Sep 21, 9:00 AM
Case history
Sep 7, 8:00 AMCase opened — $3,400 past due (behind since 14 Aug).
Sep 10, 9:00 AM1st reminder sent by text and email.
Sep 17, 9:00 AM2nd reminder sent by text and email.
Sep 21, 9:00 AMEscalated to the manager — no tenant reply on any notice.