Management Company
Choose a topic below to open the step-by-step guide. Each guide includes placeholder areas for screenshots you can add later.
Record and track income and expenses by property and category.
Manage properties and assets in the Management app.
Manage loans and financing linked to properties.
Manage contacts and vendors by type.
Manage schedules, calendar, and tasks.
Manage maintenance tickets and work orders.
Upload and manage documents by entity (asset, tenant, etc.).
Review and manage tenant applications from the Manager area.
Manage current tenants, leases, move-in/move-out, and tenant records.
Manage tenant payments, application payments, and manual entries.
Manage tenant and owner chats from the Manager area.
View and manage maintenance requests submitted by tenants.
Send and manage letters and notices to tenants.
Configure tenant portal, application, and screening settings.
Connect and sync with QuickBooks for accounting.
Send and manage Firma e-signatures for leases and documents.
Manage property listings and syndication to partner sites.
Run and export reports for rent roll, income and expense, maintenance, and more.
Export, import, and manage data for your organization.
Manage your account and security settings in the Management app.
Connect bank accounts, import transactions via Plaid Link, and understand plan and environment requirements.