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💡 Quick Tips
Properties
💡 Quick Tips
Add New Property
Utility Providers (Optional)
Select a county and city above, then click "Lookup by Location" to auto-fill utility providers.
Add a link to external marketing materials (Box, Dropbox, website, virtual tour, etc.)
Edit Property
This is a multi-unit property. Tenants are assigned to individual units.
Rent & Management Fees
Set the monthly rent and management fee for this property. Fees can be a percentage of rent or a flat monthly amount.
Utility Providers (Optional)
Select a county and city above, then click "Lookup by Location" to auto-fill utility providers.
Add a link to external marketing materials (Box, Dropbox, website, virtual tour, etc.)
View full property details, add photos, bedrooms, bathrooms, rental description, and private notes.
Tenants
Create New Tenant
💡 Quick Tips
Contractors
💡 Quick Tips
When invitation-only mode is ON, contractors cannot self-register. You must add them directly.
Contractor Registrations
Review and approve contractor registration requests
Tenant Registrations
Review and approve tenant registration requests
Issues Management
💡 Quick Tips
Tenant Messages
💡 Messaging Tips
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Tenant Feedback
View ratings and comments from tenants about completed contractor services.
Expense Analytics
Category Breakdown
Top Vendors by Total Earned
Expenses by Category
Vendor Cost Comparison
Area Benchmark
Market rates in your service areas (12-month average)
Category Benchmarks
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📊 Note: All benchmark data is calculated from completed jobs in your service areas over the past 12 months.
Cost Comparison
Your costs vs. area benchmarks
Overall Average Cost per Job
Category Comparisons
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Rent Collection
Rent Invoices
Automatic Monthly Billing
Set up automatic rent invoices to be sent on a specific day each month.
Vacancy Tracking
Property Status
Vacancy Risk Forecasting
AI-powered analysis of properties at risk of becoming vacant based on lease expiration, issue history, and tenant tenure.
California Compliance Tools
Security Deposit Calculator (AB 12)
As of July 1, 2024, security deposits are capped at 1 months rent for ALL properties (AB 12). Exemptions: Small landlords (2 or fewer properties) and service members.
Rent Increase Calculator (AB 1482)
California Tenant Protection Act limits rent increases to the lesser of 5% + local CPI or 10%.
Required California Disclosures
Upload your disclosure forms to send via DocuSign or include in onboarding packages.
Trade Limits
Set maximum limits for contractor specialties. When the limit is reached, new contractors with that specialty cannot self-register. You can still manually approve contractors regardless of limits.
Restoration Companies
Restoration Companies that serve your area. Click the Restoration company to see details and reviews.
Default Vendors
Default Vendors are cross-company contractors visible to all property managers. They must be manually assigned to jobs and cannot be auto-assigned by the AI system. Property managers can select these vendors under "Outside Vendor" when manually assigning contractors.
Property Documents
- Select Properties: Choose which properties you want to upload documents to. Documents will be available to tenants at those properties.
- Document Types: Select a category (Lease, Rules, etc.) and upload your file. The document will automatically appear in your tenants' Documents section in their app.
- Onboarding Templates: Documents uploaded here can also be included in Onboarding Packages. Go to the Onboarding tab to create templates that pull from these documents.
- Tenant View: Tenants will see their property's documents organized by category in their mobile app under the Documents tab.
- California Disclosures: Required CA disclosures are managed separately in the California Disclosures section and can be included in onboarding packages.
Select Properties
Choose properties to upload documents to
Document Types
Tap a category to upload documents
Property Manager Templates
Reusable inspection checklists and document templates. These can be selected when creating inspections and during onboarding.
Uploaded Documents
Documents you have uploaded for tenants to view.
Tenant Submissions
Forms and documents uploaded by tenants.
E-Signatures (DocuSign)
No E-Signatures Yet
This section tracks all documents you have sent for electronic signature via DocuSign.
To send a document for e-signature, go to Tenants, select a tenant, and click Send Onboarding Package with the E-Sign option.
Property Inspections
Create Inspection
Create and manage property inspection checklists. Track the condition of your properties with detailed inspection reports.
Templates
Use pre-built inspection templates to quickly create standardized inspection reports.
Inspection History
*Refresh to see most recent uploads
Owner Statements
Monthly Financial Reports
Generate owner statements (income/expenses) or invoices (maintenance & management fees) to send to property owners.
Statement History
Invoice History
Owner Expenses
Track recurring property expenses like pool service, lawn care, HOA fees, utilities, and more. These expenses are included in owner statements.
| Date | Property | Category | Description | Vendor | Amount | Recurring | Actions |
|---|---|---|---|---|---|---|---|
| Loading expenses... | |||||||
Owner Information
💡 Quick Tips
Manage property owner information for statements, invoices, and communications.
Insights BETA
Beta Notice: These insights are building accuracy over time as more data is collected. Results are AI-generated estimates — please verify numbers and conduct your own due diligence before making decisions.
6-Month Cash Flow Projection
| Month | Expected | Predicted | At Risk | Expenses | Net Cash Flow |
|---|
Collection Risk Analysis
✦ AI Cash Flow Analysis
🔮 Predictive Maintenance Analysis
AI-powered analysis of your properties to predict upcoming maintenance needs and prevent costly repairs.
📊 Budget Forecast
AI-generated budget forecasts based on historical data and market trends.
🏠 Rental Analysis
Get accurate rental pricing on comparable properties in the area.
Enter Property Details
Financial Details (optional - AI will estimate if blank)
Staff Management
Sub property managers have full access to their assigned properties only. They can view financial information and receive email notifications for new issues.
📋 Activity Logs
View all actions taken in the system including document access (uploads, downloads, deletions), logins, property changes, tenant updates, and more.
Reports
Generate and print comprehensive reports for financial tracking, tenant management, and operations.
Rent Roll Report
Complete list of all tenants with rent amounts, lease dates, and payment status.
Delinquency Report
Overdue rent with aging categories (30/60/90 days).
Maintenance Summary Report
Issues by property, resolution times, and costs by category.
Contractor Performance Report
Jobs completed, response times, and ratings for each contractor.
Upcoming Lease Expirations
Leases expiring within 30, 60, and 90 days for renewal planning.
Insurance & License Tracker
Expiring contractor documents including insurance and licenses.
✓ Inspection History
All inspections by property with findings summary.
Owner Distribution Summary
Funds distributed to property owners by period.
Tenant Onboarding
Onboarding Templates
Sent Packages
Settings
Your account is protected with two-factor authentication.
Enable MFA for better account security.
Set Up Authenticator App
1. Download an authenticator app like Google Authenticator or Authy
2. Scan the QR code below with your app
Or enter this code manually:
🔑 Recovery Codes
Save these codes in a safe place. Each code can only be used once to access your account if you lose your authenticator.
This address will appear on rent invoices so tenants know where to mail checks.
Add email addresses to receive lease expiration reminders at 90, 60, 30, and 14 days before lease end dates.
Vendor Limits by Discipline
Set maximum number of vendors allowed per discipline. When the limit is reached, new vendors in that category cannot register.
Accepted Payment Methods
Select which payment methods you offer to contractors. Contractors will choose their preferred payment method from your selections during registration.