Quick Start

a brief orientation before you add your first property.

The property tree

The left panel is the property tree - a hierarchy of everything you manage. You build it top-down: a company or building at the top, units inside buildings, tenants inside units. Clicking any item opens its detail page on the right.

Rental Flow

Oak Street LLC •••

123 Oak St •••

Johnson, Sarah •••

Martinez, Elena •••

Williams, Tom •••

456 Oak St •••

Property

Expenses

Income

Reports

First Name

Sarah

Last Name

Johnson

On mobile, the tree is hidden. Tap the ☰ icon in the top-left corner to open it.

Adding things to the tree

Right-click any item in the tree to get a menu of actions - adding children, deactivating, or deleting. On mobile, tap the ... button that appears when you select an item.

The ribbon tabs

The tabs across the top - Property, Expenses, Income, Work Orders, Reports, Documents - switch the right panel between different views for whatever is selected in the tree. The available tabs change depending on what type of item is selected.

First-time setup

1. Add a building or single family home under your company (right-click the company item, or use the ... button, or the Manage button at the top-left of any entity page).
2. If it's a building, add units inside it. Single family homes go directly to tenants - no unit needed.
3. Right-click a unit and choose Add Tenant.
4. Select the tenant, open the Income tab, and set up a recurring monthly rent charge.