First Steps

This guide is written for day-to-day operators, property managers, leasing coordinators, maintenance coordinators, and owners.

Recommended First-Time Workflow

1. Open the Portfolio dashboard to review the default workspace.
2. Add your first property with its address, name, type, and unit count.
3. Open the Properties page.
4. Search or filter the property list to confirm the record appears correctly.
5. Open the property detail page.
6. Review units, lease summaries, maintenance summaries, financials, and contact information.
7. Add property notes for internal operating context.
8. Edit the property if details need to be corrected.
9. Open the Tenants page and add a tenant with contact, account, insurance, and emergency contact information.
10. Search or filter the tenant directory and open the tenant detail page.
11. Review the tenant's lease, collection, invoice, and contact summaries.