Step 1

Getting Started

Set up your profile, understand the dashboard, navigate the tab bar, and choose the right plan for your portfolio.

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Properties

Properties & Units

Add properties, create units, view financial overviews, manage property photos, and track status.

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Tenants

Tenants & Leases

Add tenants with contact and employment info, create leases, set rent amounts, and manage lease renewals.

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Rent

Rent Collection

Create rent charges, record payments, track late fees, manage security deposits, and set up recurring charges.

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Maintenance

Maintenance Tracking

Log maintenance requests, set priorities, assign vendors, attach photos, and schedule preventive maintenance.

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Expenses

Expense Tracking

Add expenses by category, scan receipts, track mileage, and manage deductible expenses for tax season.

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Accounting

Taxes & Accounting

Track deductions, view P&L by property, balance sheet, depreciation, 1031 exchanges, and bank reconciliation.

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Reports

Reports & Analytics

Generate rent rolls, investor reports, occupancy trends, maintenance cost analysis, and ROI calculations.

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Tasks

Tasks & Calendar

Create tasks, view auto-generated alerts, set up proactive follow-ups, and track everything in calendar view.

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Payments

Payments & Invoicing

Configure payment methods, generate PDF invoices, set up recurring charges, and send automated rent reminders.

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Documents

Documents, Maps & Vendors

Search documents with OCR, view properties on a map, manage your vendor directory, and plan property drives.

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AI

AI Assistant

Explore 13+ on-device AI features including receipt scanning, voice entry, forecasts, and lease clause analysis.

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Settings

Backup & Settings

Configure iCloud sync, CSV exports, calendar integration, reminders, task templates, and subscription management.

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