<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-bottom: 20px;">
<div><a href="https://sarutech.com/article/tenant_manage_tenants_income_expenses_globally">⬅️ How to Manage Tenants, Income, and Expenses Across All Properties in the Perfect Tenant &amp; Property Management System</a></div>
<div><a href="https://sarutech.com/article/tenant_introduction"><strong>🏁 Start: Introduction to the Perfect Tenant &amp; Property Management System</strong></a></div>
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<h2>🌐 How Tenants Can Use the Tenant Portal</h2>
<p>The <strong>Tenant Portal</strong> in the Perfect Tenant &amp; Property Management System gives tenants a secure, user-friendly space to manage their rental experience online. From paying rent to scheduling appointments, tenants can access everything they need through a personalized, company-branded portal.</p>
<h3>🎯 What is the Tenant Portal?</h3>
<p>The Tenant Portal is a dedicated, customizable webpage for tenants to:</p>
<ul>
<li><strong>Login securely</strong> using their email address and a temporary passcode.</li>
<li><strong>View and pay rent</strong> and deposits online.</li>
<li><strong>Add maintenance requests</strong> and track their status.</li>
<li><strong>Schedule appointments</strong> like viewings or inspections.</li>
<li><strong>Access billing history</strong> and download invoices.</li>
</ul>
<p>This portal can be <strong>integrated seamlessly</strong> with your company&rsquo;s main website and is fully branded with your <strong>logo, contact details, and company address</strong>.</p>
<p><img style="max-width: 100%; border: 1px solid #ccc; margin: 10px 0;" src="https://sarutech.com/img/products/tenant-tenant-portal-login.png" alt="Tenant Portal Login Page" /></p>
<h3>🔐 Secure Login with Email Passcode</h3>
<ol>
<li>The property manager adds the tenant&rsquo;s email address to their account in the system.</li>
<li>When the tenant visits the portal, they enter their email address.</li>
<li>The system sends a secure one-time passcode to their email.</li>
<li>The tenant enters the passcode to log in without needing a password.</li>
</ol>
<p>This process ensures <strong>ease of access</strong> while maintaining security.</p>
<h3>📋 What Tenants Can Do After Logging In</h3>
<ul>
<li><strong>Pay Rent &amp; Deposits:</strong> View outstanding balances and make payments directly through integrated gateways like PayPal or Paystack.</li>
<li><strong>Add Maintenance Requests:</strong> Report issues such as repairs needed in the property and track progress updates.</li>
<li><strong>Schedule Appointments:</strong> Set up viewings, move-in/move-out dates, or meetings with property managers.</li>
<li><strong>View Billing History:</strong> See a history of rent, deposits, and other charges.</li>
<li><strong>Access Documents:</strong> Download lease agreements or invoices shared by the property manager.</li>
</ul>
<p><img style="max-width: 100%; border: 1px solid #ccc; margin: 10px 0;" src="https://sarutech.com/img/products/tenant-tenant-portal.png" alt="Tenant Portal Dashboard" /></p>
<h3>🎨 Custom Branding</h3>
<p>The Tenant Portal displays your company&rsquo;s <strong>logo, address, phone number, and email</strong> at the top of the page. This reinforces trust and makes tenants feel they are interacting directly with your company.</p>
<p>Property managers can <strong>share a unique portal URL</strong> with tenants, making it easy for them to bookmark or access the login page anytime.</p>
<h3>💡 Benefits of the Tenant Portal</h3>
<ul>
<li><strong>24/7 Access:</strong> Tenants can manage their rentals at any time.</li>
<li><strong>Reduces Calls &amp; Emails:</strong> Tenants handle routine tasks themselves.</li>
<li><strong>Faster Payments:</strong> Integrated payment options simplify rent collection.</li>
<li><strong>Improved Tenant Experience:</strong> A modern and convenient tool for communication and management.</li>
</ul>
<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-top: 20px;">
<div><a href="https://sarutech.com/article/tenant_manage_tenants_income_expenses_globally">⬅️ How to Manage Tenants, Income, and Expenses Across All Properties in the Perfect Tenant &amp; Property Management System</a></div>
<div><a href="https://sarutech.com/article/tenant_introduction"><strong>🏁 Start: Introduction to the Perfect Tenant &amp; Property Management System</strong></a></div>
<div>&nbsp;</div>
</div>

How Tenants Can Use the Tenant Portal in the Perfect Tenant & Property Management System

<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-bottom: 20px;">
<div><a href="https://sarutech.com/article/tenant_use_toolbar_actions_on_property">⬅️ How to Use Toolbar Actions on a Selected Property in the Perfect Tenant &amp; Property Management System</a></div>
<div><a href="https://sarutech.com/article/tenant_introduction"><strong>🏁 Start: Introduction to the Perfect Tenant &amp; Property Management System</strong></a></div>
<div><a href="https://sarutech.com/article/tenant_portal_guide">Tenant Portal ➡️</a></div>
</div>
<h2>🌐 How to Manage Tenants, Income, and Expenses Across All Properties</h2>
<p>The Perfect Tenant &amp; 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.</p>
<h3>👤 Managing Tenants (Customer Module)</h3>
<ul>
<li>View all tenants in a single list.</li>
<li>Update tenant contact details (phone, email, address).</li>
<li>See linked leases, income history, maintenance requests, and documents.</li>
<li>Add new tenants and upload ID copies or signed contracts.</li>
</ul>
<h3>💵 Managing Income</h3>
<ul>
<li>View all income records across properties (Rent, Deposits, Fines, etc.).</li>
<li>Filter by tenant, property, or income type.</li>
<li>Add new income entries manually.</li>
<li>See totals for the year and track payment methods.</li>
</ul>
<h3>💳 Managing Expenses</h3>
<ul>
<li>Track all outgoing costs like repairs, salaries, utilities, and cleaning.</li>
<li>Add, edit, or delete expenses as needed.</li>
<li>Filter expenses by property, type, or date.</li>
</ul>
<h3>🛠️ Managing Maintenance Requests</h3>
<ul>
<li>View a portfolio-wide list of maintenance activities.</li>
<li>Check statuses (Pending, In Progress, Completed, Cancelled).</li>
<li>Reassign tasks to staff or update progress.</li>
</ul>
<h3>📄 Managing Leases</h3>
<ul>
<li>Access all leases across properties in one place.</li>
<li>Find leases about to expire or terminated agreements.</li>
<li>Upload and download contract files.</li>
</ul>
<h3>📅 Managing Appointments</h3>
<ul>
<li>Track scheduled activities like viewings, inspections, and lease signings.</li>
<li>Filter appointments by date, type, or status.</li>
<li>Coordinate team efforts for upcoming property-related events.</li>
</ul>
<h3>💡 Tips for Using Global Views</h3>
<ul>
<li>Use filters and search bars to quickly locate records.</li>
<li>Regularly check for pending tasks or overdue payments.</li>
<li>Combine these global tools with property-level management for maximum efficiency.</li>
</ul>
<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-top: 20px;">
<div><a href="https://sarutech.com/article/tenant_use_toolbar_actions_on_property">⬅️ How to Use Toolbar Actions on a Selected Property in the Perfect Tenant &amp; Property Management System</a></div>
<div><a href="https://sarutech.com/article/tenant_introduction"><strong>🏁 Start: Introduction to the Perfect Tenant &amp; Property Management System</strong></a></div>
<div><a href="https://sarutech.com/article/tenant_portal_guide">Tenant Portal ➡️</a></div>
</div>

How to Manage Tenants, Income, and Expenses Across All Properties in the Perfect Tenant & Property Management System

<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-bottom: 20px;"><div><a href="https://sarutech.com/article/tenant_view_property_timeline_history">⬅️ How to View Property Timeline History in the Perfect Tenant & Property Management System</a></div><div><a href="https://sarutech.com/article/tenant_introduction"><strong>🏁 Start: Introduction to the Perfect Tenant & Property Management System</strong></a></div><div><a href="https://sarutech.com/article/tenant_manage_tenants_income_expenses_globally">How to Manage Tenants, Income, and Expenses Across All Properties ➡️</a></div></div><h2>🔧 How to Use Toolbar Actions on a Selected Property</h2><p>The <strong>toolbar</strong> is your quick-access control panel for performing key actions on a selected property. These actions are context-sensitive and adapt based on whether a tenant and lease are linked to the property.</p><h3>📋 Toolbar Actions Overview</h3><ul><li><strong>Send Email</strong> – Use predefined email templates (e.g., Rent Reminder, Welcome Email).</li><li><strong>Send SMS</strong> – Send a text directly to the tenant’s mobile number.</li><li><strong>Add Maintenance</strong> – Log a new maintenance request for the property.</li><li><strong>Add Appointment</strong> – Schedule viewings, inspections, or meetings.</li><li><strong>New Bill</strong> – Create bills for rent, deposits, fines, or other charges.</li><li><strong>Pay Deposit</strong> – Record a deposit payment.</li><li><strong>Pay Rent</strong> – Record a rent payment.</li><li><strong>Add Expense</strong> – Add a new expense tied to the property.</li><li><strong>Add Task</strong> – Create a new to-do item.</li><li><strong>Terminate Lease</strong> – End the current lease.</li><li><strong>Save Changes</strong> – Save any edits made to the property record.</li></ul><h3>✅ Performing Actions</h3><p>Click the relevant icon from the toolbar to open the action form. Fill in the required details and save to complete the operation.</p><h3>💡 Tips</h3><ul><li>Toolbar actions are only available after selecting a property.</li><li>Ensure a tenant and lease are linked to use payment-related actions.</li><li>Use email and SMS templates to save time and maintain consistency.</li></ul><div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-top: 20px;"><div><a href="https://sarutech.com/article/tenant_view_property_timeline_history">⬅️ How to View Property Timeline History in the Perfect Tenant & Property Management System</a></div><div><a href="https://sarutech.com/article/tenant_introduction"><strong>🏁 Start: Introduction to the Perfect Tenant & Property Management System</strong></a></div><div><a href="https://sarutech.com/article/tenant_manage_tenants_income_expenses_globally">How to Manage Tenants, Income, and Expenses Across All Properties ➡️</a></div></div>

How to Use Toolbar Actions on a Selected Property in the Perfect Tenant & Property Management System

<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-bottom: 20px;"><div><a href="https://sarutech.com/article/tenant_leave_comments_and_notes">⬅️ How to Leave Comments and Internal Notes in the Perfect Tenant & Property Management System</a></div><div><a href="https://sarutech.com/article/tenant_introduction"><strong>🏁 Start: Introduction to the Perfect Tenant & Property Management System</strong></a></div><div><a href="https://sarutech.com/article/tenant_use_toolbar_actions_on_property">How to Use Toolbar Actions on a Selected Property ➡️</a></div></div><h2>🕓 How to View Property Timeline History</h2><p>The <strong>Timeline tab</strong> provides a chronological history of all activities and changes related to a property. It acts as an audit trail, helping you see who did what and when.</p><h3>📋 What You Can Do in the Timeline Tab</h3><ul><li>Review a complete log of property events such as rent payments, maintenance updates, and file uploads.</li><li>See which user performed each action and when.</li><li>Click linked entries to view related records directly.</li></ul><h3>✅ Using the Timeline Effectively</h3><p>Each timeline entry includes:</p><ul><li><strong>Event Type</strong> – What happened (e.g., “Rent Paid”, “Lease Terminated”).</li><li><strong>Date and Time</strong> – When the event occurred.</li><li><strong>User</strong> – Who performed the action.</li><li><strong>Module</strong> – The part of the system where the event originated.</li></ul><p>Click on linked items to open the associated record for more details.</p><h3>💡 Tips</h3><ul><li>Use the timeline during audits or handovers to understand property history.</li><li>Search for specific events or filter by date to quickly locate entries.</li></ul><div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-top: 20px;"><div><a href="https://sarutech.com/article/tenant_leave_comments_and_notes">⬅️ How to Leave Comments and Internal Notes in the Perfect Tenant & Property Management System</a></div><div><a href="https://sarutech.com/article/tenant_introduction"><strong>🏁 Start: Introduction to the Perfect Tenant & Property Management System</strong></a></div><div><a href="https://sarutech.com/article/tenant_use_toolbar_actions_on_property">How to Use Toolbar Actions on a Selected Property ➡️</a></div></div>

How to View Property Timeline History in the Perfect Tenant & Property Management System

<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-bottom: 20px;"><div><a href="https://sarutech.com/article/tenant_upload_and_manage_property_files">⬅️ How to Upload and Manage Property Files in the Perfect Tenant & Property Management System</a></div><div><a href="https://sarutech.com/article/tenant_introduction"><strong>🏁 Start: Introduction to the Perfect Tenant & Property Management System</strong></a></div><div><a href="https://sarutech.com/article/tenant_view_property_timeline_history">How to View Property Timeline History ➡️</a></div></div><h2>💬 How to Leave Comments and Internal Notes</h2><p>The <strong>Comments tab</strong> is your internal messaging system for adding notes about a property. These comments are visible only to system users and are not shared with tenants or landlords.</p><h3>📋 What You Can Do in the Comments Tab</h3><ul><li>Add internal notes for team members to see.</li><li>Document verbal agreements, observations, or decisions.</li><li>Use comments for collaboration and communication within your team.</li></ul><h3>📝 Adding a New Comment</h3><ol><li>Go to the <strong>Comments tab</strong> for the selected property.</li><li>Click the <strong>Add Comment</strong> button.</li><li>Type your note in the text area.</li><li>Click <strong>Save</strong> to add the comment to the property record.</li></ol><h3>✅ Managing Comments</h3><p>You can edit or delete comments you’ve added. Older comments stay in the system for historical tracking and team reference.</p><h3>💡 Tips</h3><ul><li>Use comments to record anything that doesn’t fit elsewhere (e.g., “Tenant prefers communication by email”).</li><li>Keep comments clear and concise for better team collaboration.</li></ul><div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-top: 20px;"><div><a href="https://sarutech.com/article/tenant_upload_and_manage_property_files">⬅️ How to Upload and Manage Property Files in the Perfect Tenant & Property Management System</a></div><div><a href="https://sarutech.com/article/tenant_introduction"><strong>🏁 Start: Introduction to the Perfect Tenant & Property Management System</strong></a></div><div><a href="https://sarutech.com/article/tenant_view_property_timeline_history">How to View Property Timeline History ➡️</a></div></div>

How to Leave Comments and Internal Notes in the Perfect Tenant & Property Management System

<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-bottom: 20px;"><div><a href="https://sarutech.com/article/tenant_manage_property_tasks">⬅️ How to Create and Track Property Tasks in the Perfect Tenant & Property Management System</a></div><div><a href="https://sarutech.com/article/tenant_introduction"><strong>🏁 Start: Introduction to the Perfect Tenant & Property Management System</strong></a></div><div><a href="https://sarutech.com/article/tenant_leave_comments_and_notes">How to Leave Comments and Internal Notes ➡️</a></div></div><h2>📁 How to Upload and Manage Property Files</h2><p>The <strong>Files tab</strong> is your digital filing cabinet for storing documents, images, and other files related to a property. It ensures that all critical records are accessible in one place.</p><h3>📋 What You Can Do in the Files Tab</h3><ul><li>Upload important files like lease agreements, inspection photos, and receipts.</li><li>Preview uploaded files directly in the system.</li><li>Delete outdated or incorrect files.</li><li>Mark key images for inclusion in property reports.</li></ul><h3>📝 Uploading a File</h3><ol><li>Open the <strong>Files tab</strong> for the selected property.</li><li>Click the <strong>Upload File</strong> button.</li><li>Choose the file from your device or drag and drop it into the uploader.</li><li>Click <strong>Save</strong> to attach it to the property.</li></ol><h3>✅ Managing Files</h3><p>You can preview, download, or delete any file directly from this tab. Key files can also be flagged for reporting purposes.</p><h3>💡 Tips</h3><ul><li>Use descriptive filenames (e.g., “Lease_Agreement_Unit3_July2025”) for easy retrieval.</li><li>Double-check before deleting files to avoid accidental loss of important documents.</li></ul><div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-top: 20px;"><div><a href="https://sarutech.com/article/tenant_manage_property_tasks">⬅️ How to Create and Track Property Tasks in the Perfect Tenant & Property Management System</a></div><div><a href="https://sarutech.com/article/tenant_introduction"><strong>🏁 Start: Introduction to the Perfect Tenant & Property Management System</strong></a></div><div><a href="https://sarutech.com/article/tenant_leave_comments_and_notes">How to Leave Comments and Internal Notes ➡️</a></div></div>