Tutorial library
Step-by-step setup for landlords, residents, operations, and finance.
Start with the new landlord setup path below. Then jump to the workflows your team actually runs every month.
Tutorials
12
Audiences
5
New landlord setup path
Nine steps from new account to organized operations
If you’re onboarding a new portfolio, follow these steps in order. Each step links to the relevant tutorial or signup flow.
Create your account
Sign up with your name, email, and password. Your first name becomes the default workspace label.
Open stepAdd your first property
Create the building or rental address so leases and charges inherit the right context.
Open stepAdd units to the property
Model each rentable space so per-unit rent, maintenance, and documents stay separate.
Open stepCreate the lease
Set dates, rent amount, and the lease parties so the household record is in place.
Open stepAdd the resident
Attach the primary resident, roommates, or guarantors to the lease and confirm responsibility.
Open stepAdd the rent charge
Post the recurring monthly rent charge and any one-off items.
Open stepInvite the resident
Send the invite so the resident can view rent, pay online, and submit maintenance requests.
Open stepTrack or record the payment
Accept rent online through Stripe or record an offline payment without losing audit history.
Open stepHandle maintenance and communication
Triage maintenance requests and keep messages and documents attached to the lease they belong to.
Open step
Landlords
Set up the workspace, properties, leases, and rent charges.
Landlords
Set up Otticos and confirm the operating baseline
Review the dashboard and confirm rent, maintenance, and communication tools are ready before you invite teammates or residents.
8 min walkthrough
Landlords
Add properties and units with clean portfolio structure
Model buildings, units, and identifiers so every lease, charge, and maintenance request has the right property context from day one.
10 min walkthrough
Landlords
Create leases and connect the right tenant records
Set lease dates, assign the primary tenant, and keep lease documents and payment obligations connected to the right household.
12 min walkthrough
Landlords and tenants
Configure split rent for roommates, guarantors, and helpers
Add lease participants, assign responsibility percentages, and generate individual obligations without losing the full-rent picture.
9 min walkthrough
Landlords
Post rent charges, create helper links, and track payment intent
Create the monthly charge, issue a rent-help link, and record incoming payment intent without losing audit history.
11 min walkthrough
Residents
Workflows that show up on the resident side: messages, documents, and scheduled calls.
All users
Use messaging and the document vault together
Keep lease files, receipts, maintenance photos, and direct messages tied to the right property and resident context.
6 min walkthrough
Landlords and tenants
Schedule LiveKit-ready virtual calls for sensitive conversations
Set up a virtual meeting around a lease, payment issue, or maintenance matter so the conversation stays attached to the right property relationship.
5 min walkthrough
Operations
Day-to-day operations like team access and maintenance.
Landlords and admins
Invite property managers, handymen, and staff with scoped access
Use team invites and access grants to delegate work without exposing every part of the portfolio to every teammate.
7 min walkthrough
Landlords, tenants, and vendors
Run maintenance from intake to completion
Capture the issue, route updates, attach files, and close the request with enough evidence for later review.
8 min walkthrough
Finance / admin
Payments, allocations, and operational reporting.
Landlords and operations
Record payments, allocations, and reward outcomes
Move a payment through the correct state, allocate it to charges, and verify the effect on balances, rewards, and the internal ledger.
10 min walkthrough
Landlords and finance leads
Review dashboards, ledgers, and operational reporting
Use the overview, payments, rewards, and accounting surfaces to understand where money and work stand across the portfolio.
9 min walkthrough
Technical setup