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My aim is to house every property, tenant and maintenance detail in one smart workbook and have the file do the remembering for me. I will be typing the data in manually, but once it is there I need formulas, look-ups or scripts that can pull any critical date—lease end, inspection due, boiler service, insurance renewal, you name it—into clear views and trigger an email reminder ahead of time. Excel is my first choice, yet I am open to Google Sheets or an equivalent platform if the same “set-and-forget” email notifications can be achieved. I will supply the exact column headings I already use plus a few new ones you may recommend so long as tenant details and an ongoing maintenance log are front and centre. Deliverables • A fully-built, easy-to-extend workbook with a master data tab, filtered summary views and a dashboard of upcoming dates. • Automated email reminders (Outlook VBA, Power Automate, or Apps Script—whichever fits the platform we pick). • A short, plain-English guide showing where to paste new rows, how to update headings and how to adjust reminder lead times. The sheet should work straight out of the box: drop my portfolio in, confirm a reminder test fires, and I’m ready to go.
Project ID: 40210152
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Active 10 days ago
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52 freelancers are bidding on average £107 GBP for this job

Good day! Here's how we can help: * Build a smart, easy-to-extend Excel or Google Sheets workbook housing all property, tenant, and maintenance details * Set up formulas, lookups, and scripts to pull critical dates (lease end, inspections, services, insurance) into summary views and a dashboard * Implement automated email reminders using Outlook VBA, Power Automate, or Google Apps Script, depending on your platform * Provide a clear, step-by-step guide for adding new rows, updating headings, and adjusting reminder lead times We are a team of 62 professionals with over 9 years of experience creating advanced spreadsheets and automation solutions for property and portfolio management. Our focus is on building “set-and-forget” systems that save time and eliminate missed deadlines. Could you share your existing column headings and preferred platform so we can ensure the workbook matches your workflow perfectly?
£150 GBP in 7 days
7.2
7.2

Hi There Nice to know your requirement. I have delivered more than Two Hundred Excel Automation Projects in the past five years. Can work with you to get this task done. Thank you. Durai
£195 GBP in 7 days
7.1
7.1

Hi, Thank you for considering my proposal. I have carefully reviewed the requirements for the Property Portfolio Tracker Spreadsheet project. With over 8 years of real-world experience and freelance work in Excel, I am confident in my ability to assist you with this project. I would love to connect with you in chat to discuss your project further and explore how we can collaborate to create a comprehensive and efficient solution for your property management needs. Regards
£20 GBP in 1 day
6.3
6.3

Hi Mr. Employer, I reviewed your requirement to build a smart, set-and-forget property management workbook that centralizes properties, tenants, maintenance, and critical dates—with automated email reminders. This aligns perfectly with projects I’ve delivered where Excel becomes the “memory” layer, not just a data store. I specialize in advanced Excel systems using structured tables, lookup logic, dynamic views, and automated reminders via Outlook VBA or Power Automate (and Google Sheets + Apps Script where appropriate). Excel is absolutely suitable here, especially if you want local control and Outlook integration. ✔ Proposed approach: • Review your existing column headings and portfolio structure • Design a clean master data model (Properties, Tenants, Maintenance Log, Key Dates) • Build filtered summary views and a dashboard of upcoming events • Implement automated email reminders with adjustable lead times • Deliver a ready-to-use file plus a plain-English usage guide ✔ Relevant experience: • Converted manual Excel trackers into automated reminder systems • Built lease, inspection, and compliance dashboards for property portfolios • Implemented Outlook VBA & Power Automate email triggers The workbook will work out of the box: paste data, test reminder, done.
£20 GBP in 1 day
6.2
6.2

Hi, I understand that you are looking to streamline your property management process by creating a Property Portfolio Tracker Spreadsheet that can automatically track critical dates and trigger email reminders. My approach to this project would involve setting up a comprehensive Excel workbook with custom formulas, look-ups, and scripts to pull and display key information such as lease end dates, inspection schedules, and maintenance logs in an organized manner. Utilizing Excel's functionalities, I will create a master data tab, filtered summary views, and a dashboard for upcoming dates. Additionally, I will set up automated email reminders using Outlook VBA or Google Apps Script to ensure timely notifications. I will also provide a user-friendly guide for easy data input and customization. Could you please clarify if there are any specific preferences for the email reminder system or any additional features you would like to incorporate? Looking forward to discussing this project further. Kind Regards, Shehwani
£50 GBP in 2 days
3.9
3.9

Dear , I am a proficient Excel specialist with extensive experience in data analysis, Google Sheets, and data management. I have successfully completed similar projects in the past, delivering high-quality results within the United Kingdom. I understand your need for a comprehensive Property Portfolio Tracker Spreadsheet that automates reminders for critical dates and ensures efficient data management. My approach involves creating a user-friendly workbook with automated email notifications using Outlook VBA, Power Automate, or Apps Script. I am committed to providing you with a fully functional spreadsheet, clear documentation for easy maintenance, and reliable support throughout the project. I am excited about the opportunity to discuss your project further and tailor a solution to meet your specific requirements. Looking forward to the possibility of working together. Best regards,
£20 GBP in 7 days
4.1
4.1

Hello there, As an experienced researcher and data scientist, data analyst, my qualitative analysis skills perfectly align with your job requirements. My profound knowledge of Python and R Studio guarantees fast learning and adaptation to new tools. Moreover, my advanced skills in Excel make me highly competent in handling large datasets efficiently—making me proficient in extracting the best insights from your transcripts. I fully comprehend the importance of working papers and meticulously preparing financial statements, especially within strict timelines. my sharp analytical skills and extensive knowledge of excel ensure that I leave no stone unturned in making sure every detail is covered under evaluation. My passion for quality, originality and meeting deadlines makes me an excellent choice for this project. I cannot wait to prove my extensive skills to you through providing actionable insights that will help guide your decision making regarding domestic charter flights. Best Regards
£20 GBP in 1 day
4.0
4.0

I’m an expert in building “smart” property management workbooks that do the remembering for you—dashboards, lookups, upcoming-date views, and automated email reminders. I’m new to Freelancer, but I have plenty of real-world experience outside the platform building Excel/Google Sheets systems that run reliably with minimal maintenance. I can deliver a single, easy-to-extend file with: A Master Data tab for properties, tenants, leases, and a central maintenance log Clean summary views (filtered by property/tenant/status) and a dashboard that surfaces all upcoming critical dates (lease end, inspections, services, renewals, etc.) Automated reminders via the best-fit option: Excel + Outlook VBA (local, simple if you use Outlook desktop), or Power Automate (more robust scheduling and easier long-term), or Google Sheets + Apps Script (cloud-based “set-and-forget”) You’ll also get a short plain-English guide showing exactly where to add new rows, how to adjust headings safely, and how to change reminder lead times. I’ll include a reminder test so you can confirm it fires before handover. Ready to start as soon as you share your current column headings and which email setup you prefer (Outlook/365/Gmail).
£110 GBP in 5 days
3.1
3.1

Hello, I’m excited about the opportunity to contribute to your project. With experience building smart Excel and Google Sheets systems that combine structured data, automated views, and reliable email reminders, I can deliver a single workbook that centralizes your properties, tenants, and maintenance while proactively surfacing every critical date without manual tracking. I’ll design clear master and summary views, wire dependable reminder automation using the most suitable tool (Outlook VBA, Power Automate, or Apps Script), and keep everything simple to extend so it works immediately as a true “set-and-forget” system. You can expect clear communication, fast turnaround, and a ready-to-use file with a short, plain-English guide that lets you stay in control without technical overhead. Best regards, Juan
£135 GBP in 3 days
2.9
2.9

Hi, I'm excited about your project for the Property Portfolio Tracker Spreadsheet. I understand your need for a smart workbook that consolidates all property, tenant, and maintenance details seamlessly, and I'm well-equipped to create this for you with automated email reminders. With over 7 years of experience in data management and Excel solutions, I can build a workbook that meets all your requirements. My expertise includes creating automated systems and integrating email notifications, ensuring you never miss a critical date again. I will deliver a user-friendly workbook complete with a dashboard, summary views, and straightforward documentation for easy updates. Let's aim to have this ready for you within 5 days to ensure everything works perfectly from the start. Best regards, Andrii
£150 GBP in 1 day
2.0
2.0

I can build a “set-and-forget” property portfolio tracker where you enter data once and the workbook handles lookups, upcoming dates, and email reminders automatically. Best setup: Excel + Power Automate (most reliable for Outlook email reminders, no macro security pain), or Google Sheets + Apps Script if you prefer Google. Workbook structure: Master Data (Properties, Tenants, Leases) Maintenance Log (jobs, contractors, costs, next-due dates) Dates Dashboard (next 30/60/90 days: lease ends, inspections, boiler service, insurance renewals, etc.) Filtered views per property/tenant + simple KPI dashboard Automation: A reminders table with lead times (e.g., 30/14/7 days) that triggers emails to you (and optionally a property manager). Duplicate-safe logic so you don’t get repeat emails for the same event. Deliverables: Ready-to-use workbook + reminder automation Short plain-English guide (where to paste rows, how to adjust headings, how to change lead times) If you share your current column headings and whether you use Outlook/Microsoft 365, I’ll implement the best route. Best regards, Waqas Ahmed
£135 GBP in 7 days
1.7
1.7

Hey , I just finished reading the job description and I see you are looking for someone experienced in Data Management, Data Analysis, Power Automate, Excel and Google Sheets. This is something I can do. Please review my profile to confirm that I have great experience working with these tech stacks. While I have few questions: 1. These are all the requirements? If not, Please share more detailed requirements. 2. Do you currently have anything done for the job or it has to be done from scratch? 3. What is the timeline to get this done? Why Choose Me? 1. I have done more than 250 major projects. 2. I have not received a single bad feedback since the last 5-6 years. 3. You will find 5 star feedback on the last 100+ major projects which shows my clients are happy with my work. Timings: 9am - 9pm Eastern Time (I work as a full time freelancer) I will share with you my recent work in the private chat due to privacy concerns! Please start the chat to discuss it further. Regards, Salik.
£20 GBP in 6 days
1.4
1.4

Hi, I am Ismail, with over 7 years of experience in Excel. I have carefully read your requirement for the Property Portfolio Tracker Spreadsheet project. To achieve the desired outcome, I propose to create a comprehensive workbook in Excel with a master data tab, filtered summary views, and a dashboard for upcoming dates. I will incorporate formulas, look-ups, and scripts to automate email reminders for critical dates such as lease end, inspection due, and maintenance schedules. Additionally, I will provide a user-friendly guide for easy maintenance and updating of the spreadsheet. Could you please confirm if you have a preference for using Outlook VBA, Power Automate, or Apps Script for the automated email reminders? Also, do you have any specific requirements for the design or layout of the spreadsheet? Please feel free to initiate a chat to discuss further details. Regards, Ismail
£23 GBP in 2 days
1.5
1.5

Hi there, You have the data, but you are currently stuck doing the "remembering" yourself. The risk is a missed boiler service or an expired insurance policy that turns into a costly legal headache because a date slipped through the cracks. Here is the plan to get this off your plate: - I will build a clean Master Sheet with automated logic to flag upcoming dates in red, yellow, and green. - I will set up a script - likely Google Apps Script for its reliability - to scan your file daily and email you alerts 30 days out. - I will provide a one-page cheat sheet so you can add properties without ever breaking the formulas. I recently built a similar tracker for a landlord with 42 units that cut their admin time by 5 hours a week and caught 3 missed gas safety checks in the first month. I can have your first "test fire" reminder working within 48 hours. Best, Om Kumar Singh
£55 GBP in 2 days
1.5
1.5

Greetings, I read your job post and I understand your requirements for a smart, set-and-forget system that tracks properties, tenants, and maintenance dates with automated reminders, and I have extensive experience in this field. I’ve built Excel and Google Sheets workbooks that centralize data, surface critical dates through formulas and lookups, and trigger reliable email reminders using VBA, Power Automate, or Apps Script. I can structure a clean master data sheet, create clear summary views and a dashboard of upcoming actions, and ensure reminders fire correctly without ongoing manual effort. I’ll also provide a simple guide so you can extend or adjust the system confidently. Would you prefer Excel with Outlook automation, or are you open to Google Sheets for easier cloud-based reminders? Best, M.J
£100 GBP in 1 day
0.0
0.0

Hi there, I've reviewed your project regarding the creation of a comprehensive Property Portfolio Tracker Spreadsheet, and I'm confident I can help you achieve exactly what you're looking for. My experience in data management and automation, especially with Excel and Google Sheets, will enable me to build a user-friendly workbook that consolidates all your property details while providing clear views and timely reminders. I will implement formulas, look-ups, and automated scripts to ensure critical dates like lease ends and service renewals trigger email notifications ahead of time. Additionally, I'll create a plain-English guide for easy updates, making maintenance hassle-free. Let's get started on designing a seamless solution that works right out of the box. What specific features or features would you like to prioritize in this project?
£150 GBP in 2 days
0.0
0.0

Hello, I'm Vasyl, with 5+ years of experience in Data Management, specializing in Excel and Google Sheets. I understand your need for a Property Portfolio Tracker Spreadsheet that automates reminders for critical dates like lease ends, inspections, and maintenance services. I have handled similar projects focusing on clean, maintainable solutions. I prioritize communication with regular updates and quick check-ins. Are you open to additional features like data visualization for better insights? I am ready to start and deliver a fully-built workbook with automated email reminders and a user-friendly guide. Best regards, Vasyl
£140 GBP in 7 days
0.0
0.0

Hello , I checked your project, and it looks interesting. This is something we already work on, so the requirements are clear from the start. We mainly work on Excel, Data Analysis, Google Sheets, Data Management, Power Automate We focus on making things simple, reliable, and actually useful in real life not overcomplicated stuff. Let’s connect in chat and see if we’re a good fit for this. Best Regards, Ali nawaz
£120 GBP in 4 days
0.0
0.0

Hello, I am Debashish Kumar, a Data Management expert with over 10 years of experience. I have carefully reviewed your project description for the Property Portfolio Tracker Spreadsheet. I understand the need for a comprehensive workbook with automated email reminders for critical dates such as lease end, inspections, and maintenance tasks. I have extensive experience in creating efficient data management solutions in Excel, Google Sheets, and other platforms. I can develop a fully-built workbook with master data tabs, filtered summary views, and a dashboard for upcoming dates. Additionally, I can implement automated email reminders using Outlook VBA, Power Automate, or Apps Script to ensure seamless functionality. Let's discuss your project requirements further in the chat. Thanks, Debashish Kumar
£120 GBP in 7 days
0.0
0.0

Hi there, It seems you want a comprehensive property portfolio tracker that can manage all your property, tenant, and maintenance information in one place. I can create an Excel workbook that includes all the necessary formulas and automated reminders for critical dates like lease ends and inspections. My approach will ensure that you can easily input your data and receive timely email notifications without any hassle. With 8+ years of experience in Excel and data management, I've built similar tools that are user-friendly and efficient. I'll also provide a straightforward guide to help you navigate the workbook and make adjustments as needed. To tailor the solution perfectly, what specific types of reminders are most important to you? Best regards, Muhammad Hammad.
£89 GBP in 7 days
0.0
0.0

Hackney, United Kingdom
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