Help by feature

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

Platform

Showing Web screenshots

Switch between web app and mobile app screenshots. Step text is the same; mobile images can be uploaded separately.

Early access pricing available — Lock in flat-rate pricing before we switch to per-unit billing. Your rate stays the same forever.

View plans & pricing

Training by role

Choose your role to see the step-by-step training topics that apply to you.

Organization

Features, Configuration, Organization, Team Users, Billing, Support, Account & Security

View Organization training →

Tenant

Applying for a rental, Tenant record, Payments, Maintenance requests, Chat, Letters, Profile & account

View Tenant training →

Workspace

Transactions, Assets, Tenants, Transfers, Integrations, Reports, and more

View Workspace training →

Agent

Free agent portal: Assets, Applications, Companies (org code), Payments, Settings & Connect

View Agent training →

Applications & tenants

Applications

Review and manage tenant applications, screening, and approvals.

View Applications training →

Tenants

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

View Tenants training →

Transfers

Review agent-submitted applications, approve or deny handoff, then move the applicant in.

View Transfers training →

Tenant Registration

Configure tenant registration, application, and screening settings.

View Tenant Registration training →

Agent portal

Free real-estate agent portal (/Agent). Applicants pay card fees; agents receive listed amounts via Stripe Connect.

Agent Home

Queue summary for applications awaiting review or landlord decision.

View Agent Home training →

Assets & rentals

Registration URLs and rental Information / Details for agent listings.

View Assets training →

Agent Applications

Approve or deny, submit to a linked landlord, pull back, or export.

View Applications training →

Companies

Org-code linking between agent and landlord organizations.

View Companies training →

Agent Payments

Application fee paid status and Connect readiness.

View Payments training →

Agent Settings

Fee amounts per org/rental and Stripe Connect onboarding.

View Settings training →

Payments & financials

Tenant payments

Manage tenant payments, application payments, and manual entries.

View Payments training →

Transactions

Record and track income and expenses by property and category.

View Transactions training →

Reports

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

View Reports training →

Properties & assets

Assets

Manage properties and assets in the Management app.

View Assets training →

Contacts

Manage contacts and vendors by type.

View Contacts training →

Listings

Vacancy marketing and property listings.

View Listings training →

Maintenance & scheduling

Maintenance

Manage maintenance tickets and work orders.

View Maintenance training →

Tenant maintenance requests

View and manage requests submitted by tenants.

View Requests training →

Scheduling

Schedules, calendar, and tasks.

View Scheduling training →

Documents & communications

Documents

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

View Documents training →

Letters

Send and manage letters and notices to tenants.

View Letters training →

Chats

Manage tenant and owner chats from the Manager area.

View Chats training →

Integrations

QuickBooks

Connect and sync with QuickBooks for accounting.

View QuickBooks training →

Firma e-signatures

Send and manage Firma signing requests for leases and documents.

View Firma training →

Plaid

Connect bank accounts and import transactions for bookkeeping.

View Plaid training →

Rehab, loans & investment metrics

Loans

Manage loans and financing linked to properties.

View Loans training →

Metrics & reports

Investment metrics, rent roll, and financial reports.