Help by feature

Find training, docs, and guides by product area. Click a feature to see related training topics and resources.

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Applications & tenants

Applications

Review and manage tenant applications, screening, and approvals.

Training: Applications

Tenants

Tenant records, leases, move-in/move-out.

Training: Tenants

Tenant portal & settings

Configure portal, application, and screening settings.

Training: Tenant settings

Payments & financials

Tenant payments

Manage tenant payments, application payments, and manual entries.

Training: Payments

Transactions

Record and track income and expenses by property and category.

Training: Transactions

Reports

Rent roll, income and expense, maintenance, and more.

Training: Reports

Properties & assets

Assets

Manage properties and assets in the Management app.

Training: Assets

Contacts

Manage contacts and vendors by type.

Training: Contacts

Listing syndication

Property listings and syndication to partner sites.

Training: Listing syndication

Maintenance & scheduling

Maintenance

Manage maintenance tickets and work orders.

Training: Maintenance

Tenant maintenance requests

View and manage requests submitted by tenants.

Training: Requests

Scheduling

Schedules, calendar, and tasks.

Training: Scheduling

Documents & communications

Documents

Upload and manage documents by entity (asset, tenant, etc.).

Training: Documents

Letters

Send and manage letters and notices to tenants.

Training: Letters

Chats

Manage tenant and owner chats from the Manager area.

Training: Chats

Integrations

QuickBooks

Connect and sync with QuickBooks for accounting.

Training: QuickBooks

Firma e-signatures

Send and manage Firma signing requests for leases and documents.

Training: Firma

Rehab, loans & investment metrics

Loans

Manage loans and financing linked to properties.

Training: Loans

Metrics & reports

Investment metrics, rent roll, and financial reports.

Training: Reports

Data & account

Data

Export, import, and manage data for your organization.

Training: Data

Account & security

Account and security settings in the Management app.

Training: Account & Security

Training by role

If you're a tenant or an owner, use role-based training for your area.