Getting Started

  • Quick reference guides

  • Account setup and general settings

  • Password reset

  • Property setup

  • Payment setup, rent and expense

  • Task setup

  • Tips & tricks

  • Getting help from us

Account Setup

  • Account preferences (time zone, address)

  • Notification preferences

  • User roles and access

  • Managing staff user, adding/editing/removing

  • Staff with multiple user roles

  • Accounting start date

  • Late fee

  • Management fee

  • Vendor

  • Import and export data

Property Units

  • Managing your property unit

  • Managing your rental units

  • Rent setup

  • Managing property owner

Communication

  • Reminding tenants of rent due

  • Tenant announcement

  • Summary email to property owner

  • Email lease payment receipt

  • Emailing a contractor with a work order

  • Creating a mailing campaign

Accounting

  • Bank account setup

  • Bank transaction download

  • Recording an expense or deposit

  • Voiding a check

  • Categorizing bank transactions

  • Editing bank transaction

  • Paying a property owner

  • Paying a vendor

  • Recurring expenses

Financials

  • Account preferences (time zone, address)

  • Notification preferences

  • User roles and access

  • Managing staff user, adding/editing/removing

  • Staff with multiple user roles

  • Accounting start date

  • Late fee

  • Management fee

  • Vendor

Tenant Screening

  • Run tenant screening

  • Converting a Guest Card to tenant screening 

  • Storing and sharing the report

Leasing

  • Completing a rental application form

  • Approving or rejecting an applicant

  • Converting an applicant into a tenant

Industry resources