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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, how the switcher works, how to turn off the parts of the system you do not use, and how to sync settings between workspaces.
Reference numbers
What CON-7 and PRP-3 mean, why they count inside your workspace, and why older links keep working.
Properties and units
How properties contain units, putting a property on the map and getting directions, 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.
Reports: packs, sections, and one period
The five report packs, how each section reads the period, withheld figures, saved views, and export.
Money
Money: payments, receivables, expenses, deposits
The four money modules, the upcoming-payments view, and the expense category list.
Court orders: collecting rent through the court
Filing overdue rent with the court, what stops being chased while it is open, and how the outcome is recorded.
Sales: selling units and properties
Buyer leads, sale orders and their approval, quotations, closing a sale, sale payments, and removing a sold unit from your portfolio.
Operations
Maintenance and recurring tasks
One-off maintenance requests vs scheduled recurring work, and how each is verified.
To-do lists
Shared checklists for work the system does not track for you: who can see a list, handing items to a person or a role, and why the count beside the bell never clears on its own.
Administration
Workflows and approvals
The workflow categories, what a step is, escalations + reminders, conditional gates that skip themselves, and how to customize them.
Notifications
Where notifications reach you, workspace-level reminder timing, and what is and is not configurable today.
Roles and permissions
Built-in roles, what every permission controls, custom roles, and how to set up your team.
Permissions reference
Every box in the role editor, what it lets someone do, and what it does not.
Odoo accounting integration
Connect Odoo, map categories/journals/taxes, choose owner separation, and see what syncs (and what does not).
Plans and billing
Free, Solo, Starter and Professional: caps, the trial, upgrades, payment methods, and cancellation.