Business growth
Understand the amounts behind the work.
Record revenue, expenses, management fees and payouts alongside the relevant property.
Try the workflowHarbour workspace · Illustrative data
Your portfolio, in focus.
Properties12
Open work8
Due today4
Harbour HouseCleaning reviewReady to review
Seabrook ApartmentKitchen tap repairIn progress
Parkside StudioArrival inspectionScheduled
One job. A connected history.
- Photo added
- Cleaning completed
- Timeline updated
- Update ready for review
Illustrative product preview · no live customer data
Why this matters.
Adding amounts from different currencies or mixing fees with expenses makes a portfolio summary misleading.
Keep the important details connected.
Separate reporting by currency and period.
Export records for reconciliation outside the platform.
A practical path through the work.
- Record an amount with category, currency and period.
- Review revenue, fees and expenses separately.
- Export or include approved entries in an owner report.
Before you start
How does financial visibility fit the property record?+
Record an amount with category, currency and period. Review revenue, fees and expenses separately. Export or include approved entries in an owner report.
Who can use this workflow?+
Finance users manage records; company owners review summaries; owners see approved entries.
What should I know about this release?+
Access follows the configured role and workspace. This free pilot remains under active review and does not claim certification.
Keep exploring
01
Property timeline
Follow changes, completed work and published updates in chronological order.
Explore 02Owner CRM
Keep potential owners, follow-ups and onboarding in one connected pipeline.
Explore 03Owner onboarding
Track the practical steps between winning an owner and being ready to manage their home.
ExploreRun your portfolio
from one place.
Start your workspace14-day Starter trial · No card required