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Getting Started

Work through this checklist in order and you will go from a brand-new company to a fully operational property business — with your first owner statement published.

  1. 1Create or confirm your management company
  2. 2Set up your company profile
  3. 3Turn on the modules you need
  4. 4Create users and assign roles
  5. 5Create partners / owners
  6. 6Add your properties
  7. 7Choose each property's management type
  8. 8Set up finance rules
  9. 9Set up maintenance and vendors
  10. 10Set up the partner / owner portal
  11. 11Add your sales pipeline (if needed)
  12. 12Set up short-term rental reservations & calendar (if needed)
  13. 13Set up long-term rental leases & rent (if needed)
  14. 14Generate your first report
  15. 15Publish your first owner statement

Starter articles

The core guides referenced by the checklist above.

How do I create a second management company?Add another management company to your organization and switch between companies from the header.How do I turn modules on or off?Enable or disable platform modules per company under Settings > Modules & Features.How do I invite or create a user?Invite teammates from Settings > Users, assign a role, and fine-tune permissions.How do I create a partner / owner login?Invite an owner to the partner portal from their owner profile, set their permissions, and control exactly what they see.How do I add a property?Create a property, choose its management type (long-term, short-term, or mixed), and finish the follow-up setup.How is the management fee or commission calculated?The management fee is a percentage of collected income, set per owner/property, calculated in exact cents on each statement.How do I track maintenance for an owner's property?Create a ticket, assign a vendor, record costs, get owner approval where needed, and let costs flow to the statement.How do I manage sales and owner leads?Work the owner-acquisition pipeline at Marketing > Owner Leads, from new lead to signed owner.How do I set up a short-term rental property?Complete STR setup: profile, rates and fees, calendar, cleaning workflow, owner terms, and a test reservation.Why can't I see a menu or feature?The five causes of a missing menu: module off, missing permission, role limits, wrong company, or plan limits.How do I generate an owner statement?Generate, review, finalize, and publish a monthly owner statement from Owners > Statements > New.