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Archives: Help articles

February 8, 2024

Assign Listing Owner

This feature is only available to listing owners who have complete access to the...
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February 8, 2024

Splitting an expense

Splitting an expense feature simplifies expenses by allowing users to divide costs among renters....
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February 8, 2024

Create Invoice

The Create Invoice feature allows users to create and manage invoices, offering flexibility with...
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February 8, 2024

Create Tasks

The Create Tasks feature simplifies task management by allowing you to categorize and organize...
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February 8, 2024

Create Maintenance Request

With the Create Maintenance Request feature, reporting problems with your property becomes effortless. Simply select...
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February 8, 2024

ROI Calculator

Introducing the ROI (Return on Investment) Calculator – Evaluate the financial aspects of your...
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February 8, 2024

Invoice and receipts

The Invoices and Receipts feature enables users to track and document property-related or general...
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February 6, 2024

Dashboard

Welcome to your all-in-one Dashboard. A centralized view of key information and actions. Rental...
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February 6, 2024

Balance sheet

The balance sheet is a brief financial statement detailing a property’s assets, outstanding debts...
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February 6, 2024

Update or Edit maintenance requests

Update or Edit Maintenance Request enables you to efficiently manage your maintenance requests by...
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February 6, 2024

Sharing Maintenance Request

With Sharing Maintenance Request feature allows you to easily share maintenance requests with your...
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February 6, 2024

Settings

The Settings feature allows you to manage various aspects of your account: Here’s how...
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February 6, 2024

Tools

Unlock property insights with the Homeowner Report tool. Learn how to access valuable information...
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February 6, 2024

Refer and Earn

Refer friends to our platform, and if they become paying customers, you can earn...
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February 6, 2024

Tasks

The Tasks feature simplifies task management by allowing you to categorize and organize your...
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February 6, 2024

Messages

The Messages feature allows you to send, receive, and manage communications within the platform,...
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February 6, 2024

Profile

Getting Started with Your Profile  Easily manage your personal and business information in a...
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January 9, 2024

Auto approval of extension requests

To Auto approval extension requests for the renter follow the steps below :-  ...
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January 9, 2024

Update lease type

To Update lease type follow the steps below:-   In the Dashboard click on...
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January 9, 2024

Increase rent

To Increase rent follow the steps below:- In the Dashboard click on the left...
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January 9, 2024

Update Rent

To Update Rent follow the steps below:-    In the Dashboard click on the...
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January 9, 2024

Generate Agreement

  In the Dashboard click on the left sidebar Within the left side bar...
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January 9, 2024

Customizing Listing Page

Customizing Listing Page feature allows you to customize the action buttons on your listing page...
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January 9, 2024

Disapprove Properties

The “Diapprove Properties” is a feature that offers users the ability to review, not...
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January 8, 2024

Mark as Available

The Mark as Available feature allows you to mark your property as available. Streamline...
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January 8, 2024

Mark as booked

This feature allows you to mark the property as booked In the Dashboard click...
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January 8, 2024

Reassign Homeowner

This feature allows you to assign a homeowner to a specific property you want....
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January 8, 2024

Upload Bank Statement

Here’s how it works in simple steps: In the Dashboard click on the left...
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January 8, 2024

Add Renters

Effortlessly build and customize your renter’s contacts list with the Add Renter feature. Here’s...
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January 8, 2024

Invite User

The Invite User feature typically allows you to send an invitation to a specific...
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January 8, 2024

Verify ID

The Verify ID feature can be activated by every customer through their WithPersona account....
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January 8, 2024

Transactions

The Transactions feature allows you to add and monitor the details of your financial...
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January 6, 2024

Properties

Welcome to the Properties section. Manage and maintain your property portfolio. Here, you’ll find a...
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January 6, 2024

Logout

Here are the simple steps to log out: Find the menu on the left....
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January 6, 2024

Guest Report

The Guest Report is a summary of their invoice, payments, and their remaining balances to...
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January 6, 2024

Profit and Loss

The Profit and Loss (P&L) Statement is a report that details the revenues, costs,...
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January 6, 2024

Reports

Report feature allows you to create and customize reports by selecting the report type,...
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