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Browse the manual for step-by-step guides on every part of the system. Updated whenever we ship a major change.
Getting started
Core concepts
Workspaces
What a workspace is, when you need a second one, and how the switcher works.
Properties and units
How properties contain units, the per-property cap, what "locked" means, and how documents + their categories work.
Leases and contracts
Offers, contracts, Ejar import, and the path a tenant takes from interest to signed.
Contacts
One record, many roles — tenant, vendor, owner. Adding, linking, and exporting to your phone as a vCard.
Money
Operations
Administration
Workflows and approvals
The eight workflow categories, what a step is, escalations + reminders, and how to customize them.
Notifications
The three delivery channels, workspace-level reminder timing, and what is and is not configurable today.
Roles and permissions
Built-in roles, custom roles, and how access is scoped to properties and units.
Plans and billing
Free, Starter, Professional — caps, the trial, upgrades, payment methods, and cancellation.