Once your account is created, you’ll be given:

• A username and password
• A web link to access the app
• Role-based access to view or manage different areas

When you log in, you’ll see the main dashboard and property management tools.

You’ll see tabs like:

• Property Info 🏘️
• Lease Agreement 📄
• Rent & Incomes 💰
• Maintenance & Quotations 🛠️
• Expense 💳
• Appointments 📆
• Tasks ✅
• Files 📁
• Comments 💬
• Forms
• Timeline 🕓

This tab holds the core information about the property:

• Property name and address
• Property type (Residential, Commercial, Mixed Use)
• Status (Active or Inactive)
• Occupancy flags: Occupied, Reserved, Under Maintenance, Termination Notice
• Landlord details (name, email, phone)

You can edit this info directly if you have permission. It’s usually the first place to go when adding a new property.

Note that all forms in the system including the property form is completely customizable in the settings. You can add fields, remove unnecessary fields (if they are not core to the system)

Tasks are great for internal reminders and team coordination.

Each task includes:

• Title and description
• Assigned staff/user
• Priority level: Urgent, High, Medium, Low
• Status: Todo or Completed
• Due date
• Linked property and timeline

Use this tab to:

• Track what needs to be done
• Assign responsibilities
• Check progress at a glance

💡 Tasks show icons to quickly:

• Edit 🖊
• Delete 🗑
• See who it’s assigned to
• View completion status

The Files tab is your digital cabinet for documents and uploads. Use this to store:

• Lease agreements (PDF)
• Inspection photos
• Tenant ID copies
• Bills or invoices
• Maintenance receipts

Features include:

• Upload Files (drag & drop or button)
• Preview PDFs and images
• Delete files
• Mark key images for inclusion in reports

⚠️ Files are tied to individual properties — make sure you are viewing the right one before uploading.

This is your internal notes system.

Use the Comments tab to:

• Leave remarks about the property
• Record verbal agreements or discussions
• Communicate context to other team members

📝 Comments are only visible to system users (not tenants or landlords).

The Timeline tab gives you a chronological history of every activity and change related to the property.

For example:

• Rent paid
• Lease signed
• Task completed
• File uploaded
• Appointment scheduled
• Comment added

Each timeline entry shows:

• What happened
• When it happened
• Who performed the action
• What module it came from

🔗 Some entries have links to the original item — click to open.

This is incredibly useful for auditing and tracking how a property is being managed over time.

In the Tenant page:

You can see a full list of all your tenants across properties.

Each tenant record contains:

• Full Name
• Mobile Number (required)
• Email
• Address
• Gender
• Guarantor (optional)
• Profile image

Additionally, each tenant is linked to:

• One or more leases
• A history of income (payments made)
• Any expenses incurred on their behalf
• Maintenance requests they raised
• Appointments scheduled
• Inspections
• Their uploaded documents

📌 You can click into a tenant to update their details, review linked records, or add new documents.

This page is useful for:

• Updating contact information
• Checking tenant history
• Uploading ID copies or signed leases
• Reviewing all payments and appointments related to a specific person

Go to the Expense page to view all outgoing costs related to managing properties.

Expenses can be of the following types:

• Maintenance & Repairs
• Cleaning
• Salaries
• Inventory
• Utility Bills
• Debts
• Reimbursements

Each record includes:

• Description
• Date and amount
• Payment method
• Property and tenant involved (if applicable)

This page is useful for:

• Tracking property operating costs
• Preparing financial reports
• Managing cash flow

In the Lease page, you can view all leases — active, expired, terminated, or pending.

Each lease includes:

• Property and tenant info
• Lease start and end dates
• Rent and deposit details
• Payment frequency (Monthly, Weekly, etc.)
• Contract file (PDF or DOC)
• Status (Active, Terminated, etc.)
• Tenant and landlord contact info
• Signatures

This view is ideal for:

• Finding leases that are about to expire
• Verifying lease terms
• Checking overdue tenants
• Uploading or downloading contracts

💡 You can also create new leases directly from this page.

In the Tasks section, you can see a master list of all to-dos and assignments.

Each task shows:

• Title and description
• Status: Todo or Completed
• Priority: Urgent, High, Medium, Low
• Assigned to (staff user)
• Due date
• Property it’s linked to

You can:

• Assign tasks to yourself or others
• Track by priority
• Filter by property or assignee

This is useful for:

• “Inspect Unit 4B”
• “Renew Lease for John Doe”
• “Request plumbing quote”

Documents are tied to the following entities:

• Properties
• Tenants
• Leases
• Appointments
• Maintenance tasks

From any page where attachments are available, you can:

• Upload a file via drag-and-drop or “Upload File” button
• Preview PDFs, DOCs, or images
• Mark key images for use in printed reports
• Delete outdated or duplicate files

Use the Files tab within each entity to manage their documents in context, or use the global file viewer (if enabled) for central access.

The system includes a library of automated email templates with placeholder tags like:

• {{lease_tenant_name}}
• {{name}}
• {{lease_rent}}
• {{lease_date_start}}

Examples of available templates:

• Welcome Email
• Rent Payment Reminder
• Overdue Notification
• Lease Expiry Notice
• Maintenance Schedule Alert
• Viewing Confirmation
• Thank You after Lease Ends

You can:

• Customize or create new templates
• Trigger emails manually from the property toolbar
• Save time by using auto-filled data

While formal reporting tools may be separate, the app offers built-in visibility through:

• Timeline tab for each property (tracks every action: rent paid, file uploaded, lease changed, etc.)
• Home Summary counts showing yearly income, number of leases, and maintenance tasks
• Badges showing pending maintenance, overdue tasks, or pending approvals

This helps you:

• Monitor operations
• Audit changes
• Prepare for reviews or inspections