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Archives: FAQ

How do I invite an individual guest to my contacts?

To invite a guest within your system, start by going to the “Contacts” section...
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How do I view a profile in my contacts?

To view the profile of an existing contact in your system, begin by navigating...
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How can I delete a contact?

To delete a contact from your system, begin by navigating to the “Contacts” section...
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What steps should I follow to edit a contact?

To edit the details of an existing contact in your system, start by accessing...
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How do I add a contact?

To seamlessly add a contact to your network, whether they’re homeowners, contractors, or property...
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How can I view approved documents?

To view documents that have been marked as approved, you would start by accessing...
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How do I access documents in draft?

To access documents that are in draft status, you would go to the “Documents”...
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How can I view all the pending documents?

To view all the pending documents, you should access the “Documents” section in your...
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How can I view documents that have been rejected?

To view a document that have been rejected, begin by click on documents in...
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How do I view documents?

To view documents, first access the “Documents” section within your Dashboard’s sidebar. To locate...
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How can I download documents?

To download documents, first access the “Documents” section within your Dashboard’ sidebar. To locate...
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How do I check for canceled appointments?

To check for canceled appointments on Haletale’s platform, start by accessing the “Appointments” section...
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Where can I find past appointments?

To access past appointments on Haletale’s platform, navigate to the “Appointments” section within the...
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How can I see upcoming appointments?

To view upcoming appointments on Haletale’s platform, access the “Appointments” section within the sidebar...
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How do I view appointments on Haletale’s platform?

To view appointments on Haletale’s platform, navigate to the sidebar and click on “Appointments”....
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How do I add documents?

To add and view documents, access the “Documents” section within the Dashboard. Here, you...
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How do I update or edit a maintenance request?

To edit a maintenance request with a contractor, go to “Maintenance Requests” in the...
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How do I add a new maintenance request?

To add a new maintenance request, navigate to the “Maintenance Requests” section in the...
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How to share a maintenance request with a contractor?

To share a maintenance request with a contractor, go to “Maintenance Requests” in the...
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How do I upload files to submit with a maintenance request?

To upload files along with a maintenance request, start by accessing the dashboard’s left...
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Can I apply multiple filters at once to narrow down the task list to specific criteria?

Yes, you can apply multiple filters simultaneously to narrow down the task list to...
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Can I view all tasks assigned to a particular task owner?

Yes, you can view all tasks assigned to a particular task owner by filtering...
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How do I filter tasks by their current status?

To filter tasks, begin by accessing your account dashboard’s sidebar and locating the Tasks...
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How do I delete a task?

To delete a task, start by accessing your account dashboard’s sidebar and locating the...
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How do mark a task as complete?

To mark a task as complete, begin by accessing your account dashboard’s sidebar and...
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How can I add a viewer to a task?

To add a viewer to a task, start by accessing your account dashboard’s sidebar...
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How do I view task?

To view a task, begin by accessing your account dashboard’s sidebar and locating the...
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How can I edit a task?

To edit a task, begin by accessing your account dashboard’s sidebar and locating the...
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How do I add a task?

To create a new task, access your account dashboard’s sidebar and locate the Tasks...
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How to mark a payment as complete?

To mark a payment as completed in Haletale, please refer to our detailed guide...
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How can I change the status of Invoice and Receipts?

To change the status of invoices and receipts in Haletale, please refer to our...
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How do I upload a bank statement?

To upload a bank statement in Haletale, please refer to our detailed guide on...
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What’s the process for splitting an expense?

To split an expense in Haletale, please refer to our detailed guide on splitting...
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How do I add a attachment to income

To add an attachment to income, navigate to the relevant income entry. Within the...
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How do I add income?

To add an expense in Haletale, please refer to our detailed guide on adding...
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How can I view invoices and receipts?

To view invoices and receipts, start by accessing the Accounting section. Within the Accounting...
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How can I delete a transaction?

To delete a transaction, begin by accessing the Accounting section. Under Transactions, you’ll find...
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How can I edit a transaction?

To edit a transaction, first, go to the sidebar of your account dashboard. From...
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How do I access transactions?

To access transactions in Haletale, you would typically go to the Dashboard. From there,...
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How to add an expense?

To add an expense in Haletale, please refer to our detailed guide on adding...
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How to create a recurring invoice (while creating a new one)?

To make a recurring invoice in Haletale, first, go to the Dashboard and click...
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How to see invoices against a particular renter alone

To split a utility bill under multiple tenants in Haletale, start by clicking the...
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How to see invoices against a particular renter alone

To view invoices for a specific renter only, navigate to the accounting and then...
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Can I export the comparison report into a PDF?

Yes, Haletale allows the exportation of comparison reports into a PDF format. You should...
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Can I compare the current year’s earnings with those of the previous year using this feature?

To compare the current year’s earnings with the previous year, you need to access...
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Where can I access real estate data, including MLS data for property listings?

To access real estate data, including MLS data for property listings, navigate to the...
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How can I customize the navigation bar?

To customize the navigation bar, go to the Settings section of your account and...
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Where can I customize invoice controls?

To customize invoice controls, navigate to the Settings section of your account and select...
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How do I handle the application information process?

To handle the application information process, access the Application Information section in your account...
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Where can I manage my passwords using the password manager?

To manage your passwords using the password manager, go to the Password Manager section...
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