Additional Features

Interactive Calendar 

Visualizing portfolio events, move-in dates, and automated payment schedules.

Steps:
The Calendar provides a high-level visual timeline of your organization's activity:

1. Navigate: Click Calendar in the left sidebar.
2. Event Types: The calendar automatically plots critical dates:
   
   • Green Events: Move-In and Move-Out dates for tenants.
   • Orange Events: Financial milestones like "Starting Balance" entries and automated "Rent" invoice generation.
3. View Modes: Use the dropdown in the top right to switch between Month, Week, or Day views.
4. Interactivity: Click on any event block to jump directly to the associated Tenant profile or Invoice record.

Showings Management

Scheduling and tracking property tours for prospective applicants.

Steps:
To manage your pipeline of potential residents:

1. Navigate: Click Showings in the left sidebar.
2. Schedule a Tour: Click the orange CREATE SHOWING + button.
3. Configure Details: Set the Showing Date and the specific From/To Time.
   
   • Select the Property and assign a Host from your organization.
   • Add internal Notes regarding the prospect's specific interests.
4. Manage Status: Track tours through the list view. Once a showing is complete, you can update its status or delete the record using the Red Trash Icon.

Inspections Tracking

Organizing property walkthroughs, safety checks, and compliance audits.

Steps:
To ensure your properties remain in peak condition:

1. Navigate: Click Inspections (House/Check Icon) in the sidebar.
2. Schedule Inspection: Click the orange SCHEDULE INSPECTION + button.
3. Set Parameters: Provide a Title (e.g., "Annual Smoke Alarm Check"), select the Property, and set the Date.
4. Audit History: Use the list to track Scheduled, In-Progress, or Completed inspections. Click the Pencil Icon to upload findings or photos.

Global Document Management

A centralized repository for all signed agreements, IDs, and property files.

Steps:
The Documents module acts as your organization’s digital filing cabinet:

1. Navigate: Click Documents (File Icon) in the sidebar.
2. Organization: Use the Category and Tags filters to quickly find files (e.g., filter by "Tenant" or "Property").
3. Status Tracking: View the real-time status of e-signature requests:
   
   • Status: Draft: The document is being prepared.
   • Status: Completed: All parties have signed.
4. Actions: Use the icons on the right to Download the PDF, Edit signature fields, or Delete the file.

Document Templates

Creating reusable forms and lease agreements for faster onboarding.

Steps:
To save time on repetitive paperwork:

1. Navigate: Click Document Templates in the sidebar.
2. Add Template: Click the orange ADD TEMPLATE + button.
3. Upload: Drag and drop your standard PDF (e.g., a generic Lease Agreement or Pet Policy).
4. Naming: Give the template a clear name and click SAVE.
5. Usage: Once saved, these templates can be selected whenever you start a "Fill & Sign" session for a new tenant or property.

Official Notices

Issuing formal legal communications and late notices to residents.

Steps:
When formal communication is required:

1. Navigate: Click Notices (Document/Exclamation Icon) in the sidebar.
2. Create Notice: Click the orange CREATE NOTICE + button.
3. Configuration: * Select the Tenant and the Notice Type (e.g., Late Notice).
   
   • Enter the Notice Date and specific Details regarding the violation or request.
4. Immediate Delivery: Check the Send email immediately box to ensure the tenant receives a digital copy the moment you click SAVE.

Alerts & Notifications Dashboard

Managing the organization's "To-Do" list and prioritizing urgent pending items.

Steps:
The Alerts screen acts as your morning "To-Do" list, aggregating all pending items that require action:

1. Navigate: Click the Alerts (Exclamation Badge) in the sidebar.
2. Urgent Items: Review real-time counts for:
   
   • Pending Tenant Requests & Work Orders: Maintenance items requiring attention.
   • Pending Applications: Prospective tenants waiting for a decision.
   • Unpaid/Overdue Invoices: Both Income (from tenants) and Expenses (to vendors).
3. Direct Action: Click any alert row to jump directly to that module to resolve the item.

HUD Subsidy Management

Tracking and recording government-assisted rent payments.

Steps:
For properties accepting housing assistance:

1. Recording Income: When a HUD payment is received, record it as a new Income transaction in the Income / Expense module.
2. Categorization: Use the title "HUD Subsidy" and link it to the specific Property and Tenant.
3. Ledger Accuracy: Recording these as separate income lines ensures your Bank Ledger Report stays perfectly reconciled while the Tenant Ledger correctly shows the balance was settled by a third party.