Archives: Help articles

Disapproving a Renter

To Disapproving a Renter follow these steps:-  In the Dashboard click on the left sidebar...

Approving a Renter

To Approve a Renter, follow these steps: 1) In Dashboard Overview click the left...

Appointment 

The appointment feature allows you to manage appointments efficiently, ensuring a smooth and hassle-free...

Add moveout Information

Add move-out Information feature allows you to add details of move-out information, offering insights...

Approve Properties

“Approve Properties” is a feature that offers users the ability to review, authorize, and...

Hide/Show Property from Marketplace

The Hide/Show Property from Marketplace feature allows you to have an option to hide...

Mark as verified

The “Mark as Verified” feature provides users with the ability to confirm the authenticity...

Assign Listing Owner

This feature is only available to listing owners who have complete access to the...

Splitting an expense

Splitting an expense feature simplifies expenses by allowing users to divide costs among renters....

Add Contacts

Effortlessly build and customize your contacts for homeowners, contractors, and property managers with the...

Add Expense Information

The Add Expense allows users to track and document property-related or general expenses, providing...

Create Invoice

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

Create Tasks

The Create Tasks feature simplifies task management by allowing you to categorize and organize...

Create Maintenance Request

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

ROI Calculator

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

Invoice and receipts

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

Dashboard

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

Add Documents

The Add Documents feature lets you upload and organize important documents, like renter reports,...

Balance sheet

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

Update or Edit maintenance requests

Update or Edit Maintenance Request enables you to efficiently manage your maintenance requests by...

Sharing Maintenance Request

With Sharing Maintenance Request feature allows you to easily share maintenance requests with your...

Add New Maintenance Requests

With theMaintenance Requests feature, reporting problems with your property becomes effortless. Simply select the...

Settings

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

Tools

Unlock property insights with the Homeowner Report tool. Learn how to access valuable information...

Refer and Earn

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

Tasks

The Tasks feature simplifies task management by allowing you to categorize and organize your...

Messages

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

Profile

Getting Started with Your Profile  Easily manage your personal and business information in a...

Add Homeowner

Effortlessly build and customize your contacts for contractors list with the Add Contact feature....

Add Contractors

Effortlessly build and customize your Contractor’s contacts with the Add Contact feature with the...

Add Renter

Effortlessly build and customize your guest contacts with the Add Contact feature. 1) In the...

Auto approval of extension requests

To Auto approval extension requests for the renter follow the steps below :-  ...

Update lease type

To Update lease type follow the steps below:-   In the Dashboard click on...

Add Discount

To Add a Discount to the rent follow the steps below:-      ...

Increase rent

To Increase rent follow the steps below:- In the Dashboard click on the left...

Update Rent

To Update Rent follow the steps below:-    In the Dashboard click on the...

Generate Agreement

  In the Dashboard click on the left sidebar Within the left side bar...

Customizing Listing Page

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

Disapprove Properties

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

Mark as Available

The Mark as Available feature allows you to mark your property as available. Streamline...

Mark as booked

This feature allows you to mark the property as booked In the Dashboard click...

Reassign Homeowner

This feature allows you to assign a homeowner to a specific property you want....

Upload Bank Statement

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

Add Property

The Add Property feature is made to make things easy, guiding you through each...

Add Renters

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

Invite User

The Invite User feature typically allows you to send an invitation to a specific...

Add Income

Add financial records with income list through Add income with these simple steps: 1)...

Verify ID

The Verify ID feature can be activated by every customer through their WithPersona account....

Transactions

The Transactions feature allows you to add and monitor the details of your financial...

Accounting

The Accounting feature is a multifunctional tool for managing finances. It includes functions like...

Calculate your property’s maximum earning potential

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