User guide
Every feature, explained
One page per feature: what it is for, how to run it, and the things worth knowing that the interface does not say out loud. Every screenshot is a real capture of the running product.
Leasing & tenancy
Commercial leases
The lease register, the detail record behind each lease, and the calendar that stops a renewal window closing unnoticed.
Read the guide 8 min readResidential units & leasing
Unit inventory, occupancy, vacancy marketing, and the applications pipeline that fills them.
Read the guide 6 min readTenant screening
Credit, criminal and eviction screening run by TransUnion, with the report staying on their side of the line.
Read the guide 6 min readRenters insurance compliance
Which leases require cover, which have it, which lapsed, and which simply have nothing on file.
Read the guide 7 min readRent collection & delinquency
Charges, receipts, deposits and the delinquency view that decides who gets chased today.
Read the guide 5 min readEvictions
Case tracking with statutory notice periods, service dates and deadlines computed per state.
Read the guideMaintenance & facilities
Maintenance tickets
The work queue, from resident report through vendor assignment to cost capture.
Read the guide 6 min readHVAC & preventive maintenance
Equipment records, service contracts and the schedule that keeps units from failing in August.
Read the guide 5 min readInspections
Reusable templates and completed condition walks that stand up when a deposit is disputed.
Read the guide 5 min readOffice transitions
The checklist that runs a move-in, move-out or consolidation without dropping a step.
Read the guide 5 min readVendors & insurance certificates
Who is approved to work on your properties, and whether their cover is still in force.
Read the guideAccounting
General ledger
Double-entry accounting with append-only journal entries and a tamper-evident chain.
Read the guide 7 min readFinancial statements
Income statement, balance sheet, cash flow and equity, on accrual or cash basis, with an attestation pack.
Read the guide 6 min readAccounts payable
Vendor bills, approval, payment and the 1099 position at year end.
Read the guide 6 min readAccounts receivable
Customer invoices, receipts, aging and the allowance against what will not arrive.
Read the guide 5 min readBudgeting
Budgets by property and account, with variance against actuals as the year runs.
Read the guide 6 min readBank reconciliation
Match the ledger to the statement, and know exactly what has not cleared.
Read the guide 6 min readCapital assets & debt
Fixed assets, depreciation, impairment, and the loans behind the properties.
Read the guide 6 min readProcurement
Requisitions, vendor quotes, purchase orders and receipts.
Read the guide 6 min readOperating expenses & CAM
Track operating cost by property and reconcile common area maintenance to the lease.
Read the guide 7 min readLedger assurance
Chain verification, journal-entry testing and the evidence package an auditor asks for.
Read the guideOwner & trust
Portfolio & reporting
Self-storage
Portals
Resident portal
Where residents pay rent, report problems and read their lease.
Read the guide 4 min readOwner portal
Statements, ledger and distributions, self-served.
Read the guide 4 min readVendor portal
Assigned work orders and self-served insurance certificates.
Read the guide 4 min readClient portal
For commercial landlords and clients you act for.
Read the guideAdministration
Team & roles
Who can see what, and who can change it.
Read the guide 5 min readOrganization settings
Categories, branding, custom fields and the shape of your workspace.
Read the guide 6 min readIntegrations
Accounting, banking, payments, screening and messaging connections.
Read the guide 5 min readApprovals
Threshold-based sign-off with separation of duties.
Read the guide 5 min readAPI keys & webhooks
Programmatic access, and events pushed to your systems.
Read the guide 4 min readActivity & audit log
Who did what, when, and to which record.
Read the guide 4 min readPlan & billing
Your subscription, usage and invoices.
Read the guideLooking for a place to start instead?
The guide is organised by feature, so it answers “how does this work”. If you would rather be walked through what your job looks like day to day, the role tutorials cover that path instead.
Browse tutorials by role
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