Dashboard

Your morning overview. It shows the building's pulse at a glance: rent collected vs outstanding, open work orders, upcoming lease endings, and pending tenant requests. Red badges in the sidebar tell you when something needs attention (new move-out request, new maintenance request, etc.) so nothing slips through.

Properties & Units

Properties are your buildings. Add one with its name and address; you can also nominate an admin as the property's "primary contact" (used for the monthly statement email and the by-contact financial report).

Units are the rentable apartments inside a property — number, bedrooms, and rent. The Units list shows occupancy at a glance so you can see what's vacant. A unit moves through the lease lifecycle automatically as you sign and end leases on it.

Tenants

Your residents. Add a tenant two ways: invite by email (they get a link to set their own password) or create manually (you set the password, useful for residents who can't easily check email).

Each tenant has a profile you can edit any time — name, email, phone, status. From the tenant's Edit page you can also change their password directly (handy when a resident is locked out and can't reach email) and upload files for that tenant (ID copy, signed forms, pet agreement). The tenant view shows their balance owed, open charges, and full lease history.

The phone field expects international format with a country code (e.g. +15551234567) — the same number is used to text the tenant, so the form reminds you.

Leases

The full lease lifecycle. Create a lease by linking a tenant to a unit with a start/end date and monthly rent. Leases move through clear states (draft → active → ending soon → expired/terminated). You can edit a lease, generate a lease document, capture a signature, and renew with one click — the renewal flow lets you adjust the rent and rolls the dates forward without re-keying everything.

Move-out & Renewal requests

When a tenant submits a renewal or move-out notice from their portal, it lands here and a red badge appears in the sidebar. For a move-out you get a checklist workflow — forwarding address, deposit math, and lease termination handled in one place. For a renewal you can approve and feed it straight into a new lease term.

Unit turns

The "between tenants" tracker. When one tenant moves out and before the next moves in, a unit usually needs cleaning, painting and small repairs. A unit turn tracks that checklist and its costs so you know how long and how much each turnover takes, and so a unit isn't accidentally re-let before it's ready.

Payments

Every rent and fee payment, in one ledger. Tenants can pay by card (if Stripe is on) and it records automatically; otherwise you record a manual payment (cash, cheque, bank transfer) using a guided Property → Unit → Tenant picker so you can't attach money to the wrong account. Payments apply to the oldest open charge first, or to a specific charge you choose.

Finance

Everything that isn't rent income, in one place: budgets per category, petty cash in/out with receipts, owner disbursements (money paid out of the operating account to the building's owner/LLC), capital expenditure (big improvements tracked year over year), and expense approvals. This is where the building's outgoings are recorded and controlled.

Reports

Read-only financial views you can produce and share with whoever owns the building:

• Income statement (P&L) — income vs expenses per property for any date range.
• Statement by primary contact — combined P&L of every property a chosen admin is the contact for.
• Vacancy — which units are empty and for how long.
• Tenant statements — a clean account statement per tenant.
• Year-end & CapEx — annual summary, yield calculator, capital-project history.

There's no separate "owner" login — buildings are usually owned by an LLC, so the owner's numbers live here for admins to export.

Late-payment reminders

Automatic, escalating reminders for overdue rent (e.g. a friendly nudge on day 1, a firmer notice on day 5, a final notice on day 10). You fully control the wording with editable email and SMS templates, using placeholders like the tenant's name, amount and due date. Fired by the late-payment cron job.

Work orders

The maintenance backbone. A work order can come from a tenant (with up to several photos) or be created by staff. You set priority and category, assign a vendor from your directory, track it through clear statuses (open → assigned → in progress → completed), and add internal notes. New requests raise a sidebar badge, and the SLA cron flags anything sitting open too long.

Vendors (directory)

Your contractor address book — plumbers, electricians, cleaners, etc. Store contact details, trade, pricing model (hourly/fixed/quote), rate, and notes, and mark your preferred vendors. Assign them to work orders from here. Vendors do not log in — this is purely a directory you control. (A dedicated vendor portal existed in older versions and has been removed; the directory replaces it.)

Inspections

Schedule and record move-in, move-out and routine walk-through inspections. Mark them complete after you've done them, keeping a dated history of unit condition that's invaluable at deposit time.

Recurring tasks

Set-and-forget routine jobs — gutter cleaning every spring, fire-alarm test monthly, boiler service annually. Define the task and its schedule once and the recurring-tasks cron creates a fresh to-do each time it's due, so seasonal work never gets forgotten.

Inventory

Track property stock — filters, light bulbs, paint, spare parts, appliances. Adjust quantities as you use or restock them and see low-stock warnings so you're not caught short mid-repair.

Maintenance analytics

The numbers behind your maintenance: volume of work orders over time, average time to close, breakdown by category and by property. Use it to spot a building that's costing too much in repairs or a vendor who's consistently slow.

Documents

A central file store for the building — policies, templates, signed agreements, certificates. Files can be general or attached to a specific tenant. Tenant-scoped files are visible to that tenant in their portal; internal files stay staff-only.

Messages

A simple two-way inbox between staff and tenants — questions, follow-ups, a record of what was said. Staff can also send a broadcast to many tenants at once by email and/or SMS.

Announcements

A building notice board — water shut-offs, policy changes, holiday reminders. Tenants see these in their portal, and urgent notices can be pinned to the top.

Emergency contacts

A directory of who to call after hours — plumber, electrician, gas, security. Tenants see big, tappable phone numbers on mobile so the right person is reached fast in a real emergency. Phone numbers use international format so they dial correctly anywhere.

Keys

A key register — which physical keys and fobs exist, which unit they open, and who currently holds each one. Stops the "who has the spare to 4B?" problem.

Parking

Manage parking spots and who they're assigned to. Tenants can self-register their vehicle plates and request guest parking passes from their portal; staff approve and track them here.

Packages

Front-desk parcel log. When a delivery arrives, log it against the unit; the tenant is notified by email and/or SMS automatically and the package is marked collected when they pick it up — a clear chain of custody for deliveries.

Utilities

Record meter readings and split shared utility bills across tenants fairly, so sub-metered or shared water/electric costs can be passed through accurately.

Compliance

Track recurring legal and safety obligations — smoke-detector checks, fire permits, HVAC inspections, insurance renewals — each with a next-due date. The compliance cron flags anything overdue so a lapsed certificate never catches you out.

• Dashboard — balance, next due date, anything outstanding at a glance.
• Pay rent — pay by card (if Stripe is on) or see what's owed; full payment history with receipts.
• Maintenance — file a request with photos and track its status in plain English.
• My lease — view lease details and documents.
• Renew / move-out — submit a renewal or move-out notice with a forwarding address; it routes straight to staff.
• Vehicles & guest parking — register plates and request visitor passes.
• Packages — see parcels logged for them and when collected.
• Documents, Messages, Announcements, Emergency contacts — everything shared with them, in one place.

Users & roles

Add people to the system as Admin, Manager or Tenant. Add them two ways: create manually (you set the password, they can sign in immediately) or invite by email (they get a one-time link to set their own password). The table lists every user with their role, status and last login, and quick actions to edit, deactivate, reactivate or delete.

Manager access control Key feature

Admins always have full access and are never restricted. When you add or invite a Manager, a grid of checkboxes appears. It is an allow-list: a ticked box = an area the manager IS allowed to use. Unticking a box removes that page — its menu link disappears and the page itself refuses direct access (both viewing and saving).

The pages are organised into five groups so you can grant access in bulk:

• Operations — Properties, Units, Tenants, Leases, Move-out & Renewal requests, Unit turns, Users & Roles
• Money — Payments, Finance & Expenses, Reports & Export, Late-payment reminders, Payment Settings
• Maintenance — Work Orders, Vendors, Inspections, Recurring Tasks, Inventory, Maintenance Analytics
• Office — Documents, Messages, Announcements, Emergency contacts, Keys, Parking, Packages, Utilities, Compliance
• Settings — General, API keys, Integrations, Import, and the other settings pages

Select all / Clear all buttons let you flip an entire grid quickly. New managers default to everything except Payment Settings, which you can then tailor.

Editing a user & changing passwords Improved

Every user row has an Edit button. From the user editor an admin can change any user's profile — first/last name, email, phone, role and status — for tenants, managers and other admins alike. The same page has a Change password box so an admin can set a new password for anyone immediately (useful when someone is locked out and can't use email to reset it). For managers, the page also shows the restriction checkboxes. Tenants can additionally have their password changed from the Tenants → Edit page.

Deactivate vs delete a user Fixed

Deactivate suspends an account — the person can no longer sign in, but their records stay intact. The button correctly flips to Reactivate afterwards so you can restore access later. (An earlier build had a bug where deactivate appeared not to "stick"; that's resolved.)

Delete permanently removes the user and, for a tenant, their related records (leases, charges, payments, requests). It asks for a strong confirmation first and cannot be undone. You can't deactivate or delete your own account.

Other settings

• General — company name, currency, notification preferences, and the Email/SMS configuration with the built-in Test connection tools.
• Payment Settings — Stripe behaviour, late-fee rules, grace periods.
• Late-payment reminders — the escalating reminder schedule and editable templates.
• API Keys — generate Bearer keys for the REST API (shown once — copy immediately).
• Integrations / Webhooks — subscribe external URLs (Zapier/Make/n8n) to events.
• Import / Export — bulk-load data in, or export it out (CSV).
• Audit log — a dated record of significant actions for accountability.