Command Center
Portfolio & Properties
Track every property you own or manage from the Properties tab.
Portfolio Overview
The portfolio view shows:
•Property cards — each property with address, photo, key metrics, and status
•Portfolio page — properties, spaces occupied, rent roll and projected net operating income
•Sort and filter — by status (active, inactive, maintenance) or type
•Map view — see all properties plotted geographically
Adding Properties
Add a property to your portfolio:
1.Select Add Property from the Properties section
2.Enter the address
3.Add property details: type, bedrooms, bathrooms, square footage
4.Set the rent, if it is a rental
5.Upload photos (optional but recommended)
6.Save
Property Detail Screen
Select any property card to see its full profile, in tabs:
•Overview — address, photos, basic details, status and key figures
•Spaces and Rooms — the layout of the property
•Equipment — appliances and systems, with their age and service history
•Leases — current and past leases
•Stays — guests, for short and mid-term rentals
•Maintenance — open work orders with status and assigned vendor, and the history
•Documents — leases, inspection reports, insurance, receipts and anything else you file
Income and expenses for a property are in your Books, where each entry is recorded against its property.
Maintenance Management
When a maintenance issue comes up:
1.It's logged in the property's Maintenance tab (by you, a tenant, or your assistant)
2.Your assistant categorizes it by urgency and type
3.A vendor is suggested from your contacts
4.A work order is drafted for your approval
5.Once approved, your assistant drafts the messages to the vendor and tenant, for your OK
6.Completion is tracked with photos and final cost
Bulk Actions
Selecting several properties at once, and exporting them, are coming soon.