🌐 How to Manage Tenants, Income, and Expenses Across All Properties

The Perfect Tenant & Property Management System gives you powerful tools in the main menu to manage tenants, income, expenses, and other records across your entire portfolio. These global views provide a consolidated way to monitor operations and take action without drilling into individual properties.

👤 Managing Tenants (Customer Module)

• View all tenants in a single list.
• Update tenant contact details (phone, email, address).
• See linked leases, income history, maintenance requests, and documents.
• Add new tenants and upload ID copies or signed contracts.

💵 Managing Income

• View all income records across properties (Rent, Deposits, Fines, etc.).
• Filter by tenant, property, or income type.
• Add new income entries manually.
• See totals for the year and track payment methods.

💳 Managing Expenses

• Track all outgoing costs like repairs, salaries, utilities, and cleaning.
• Add, edit, or delete expenses as needed.
• Filter expenses by property, type, or date.

🛠️ Managing Maintenance Requests

• View a portfolio-wide list of maintenance activities.
• Check statuses (Pending, In Progress, Completed, Cancelled).
• Reassign tasks to staff or update progress.

📄 Managing Leases

• Access all leases across properties in one place.
• Find leases about to expire or terminated agreements.
• Upload and download contract files.

📅 Managing Appointments

• Track scheduled activities like viewings, inspections, and lease signings.
• Filter appointments by date, type, or status.
• Coordinate team efforts for upcoming property-related events.

💡 Tips for Using Global Views

• Use filters and search bars to quickly locate records.
• Regularly check for pending tasks or overdue payments.
• Combine these global tools with property-level management for maximum efficiency.