Getting Set Up
MCP & AI Tools
Connect AI agents like Claude and ChatGPT to your portfolio via MCP. Ask questions, create records, and manage properties, tenants, and finances through conversation.
Read guide →Properties & Units
Add properties, create units, manage occupancy, and use the property dashboard to see everything at a glance.
Read guide →Tenants
Add tenants, manage contact info, send portal invitations, and track tenant-lease associations.
Read guide →Leases
Create leases, set rent terms, handle renewals, and manage the full move-in to move-out lifecycle.
Read guide →Financial Management
Transactions & Ledger
Record payments, charges, and credits. Understand the double-entry ledger and reconcile balances.
Read guide →Reports
Generate income statements, view financial summaries, and export reports for tax and accounting purposes.
Read guide →Workflows & Automation
Set up recurring rent charges, late fee rules, payment reminders, and custom automation workflows.
Read guide →Day-to-Day Operations
Messages
Communicate with tenants through the built-in messaging system. Send, receive, and manage conversations.
Read guide →Maintenance Requests
View, respond to, and manage tenant maintenance requests through their full lifecycle.
Read guide →Support Tickets
Create support tickets for platform issues, track responses, and get help from the support team.
Read guide →Account & Configuration
Settings & Account
Manage your account and team, subscription plan, billing, notification preferences, and automation settings.
Read guide →FAQ
Quick answers to common questions about getting started, tenants, payments, maintenance, and billing.
Read the FAQ →Common Topics
Account security, email notifications, document management, and troubleshooting — topics for all users.
Browse common docs →