Find the right rental quickly
Organize properties and units so your next task starts with the correct rental record.
Different rentals bring different details. Keep property records, rent activity and owner reports connected, with a clear path from the wider portfolio to the home behind the numbers.
THE PROPERTY AT THE CENTER
Organize properties and units so your next task starts with the correct rental record.
Review lease charges and payment activity with the relevant property and tenancy in view.
Choose the property scope and dates, then review the underlying records before sharing an owner report.
Watch the walkthrough from the beginning or pick the chapter you need. It includes product screens and illustrations.
Step 1 of 3
Start with the property overview. Match the unit and tenancy to the work you need to do.
Add and organize properties
Step 2 of 3
Inspect the relevant lease and payment activity. Keep an outside payment separate from a payment still processing online.
Review charges and payments
Step 3 of 3
Choose the reporting period and property scope. Review the underlying records before sharing a report with an owner.
Run owner reports
Keep the character of each property in view as your portfolio grows. Keep the records and everyday conversations connected, so the next person has the context they need.
For owners who need a shared view of different rental properties and property-level records.
Explore the workspaceTest the agreement and charge structure for each rental type. Confirm specialized commercial requirements before migrating that part of your portfolio.
Discuss your requirementsHave these details ready: property and unit register; opening balances by lease; reporting periods and owner details.
01Add the property and units, then check their details before bringing in residents.
Property setup guide
02Review the agreements, opening records and payment readiness for the first tenancy.
Review lease setup
03Invite residents once the records are ready, and show them how to find rent, documents and repairs.
Tenant invitation guideOpen a step-by-step article with product guidance.
Keep each property and its units in their own records. When reviewing reports, check the property scope and date range so the output covers the rentals you intended.
Gather property and unit register, opening balances by lease, reporting periods and owner details. Start with one property, check the records, and then bring in the rest of your portfolio.
No. It uses product screens with sample data. Open the linked Help guides for the steps to follow in your own account.
Review the current pricing page for unit limits, included tools and any payment or screening fees. Check that the plan covers the tasks you do most often.
See plans and feesCompare plans for the properties you manage.