HELP

How can we help?

Guidance for getting started, properties, owners, cleaning, maintenance, CRM, team, billing and account settings.

Properties

Add your first property

Open Properties and choose Add property.

Explore Owners

Invite an owner to their portal

Create an owner record and link it to the correct property.

Explore Cleaning

Complete a cleaning job

Open your assigned cleaning from the daily workspace.

Explore Maintenance

Request and record owner approval

A manager creates the maintenance ticket and enables the approval requirement.

Explore CRM

Move a won lead into onboarding

Open Owner CRM and review the opportunity.

Explore Team

Choose a role for a colleague

Open Team as an administrator.

Explore Billing

Understand your trial and usage

New organizations receive a 14-day Starter trial.

Explore Account

Reset an account password

Choose Forgot password on the login page.

Explore Owner Portal

Understand what owners can see

Owners see currently linked properties only.

Explore Getting Started

Set up your first workspace

Create an account and verify the email address.

Explore

ONE WORKSPACE. A CLEARER WORKING DAY.

Run your portfolio
from one place.

Start your workspace

14-day Starter trial · No card required