Landlords and finance leadsStep-by-step guide
Review dashboards, ledgers, and operational reporting
Use the overview, payments, rewards, and accounting surfaces to understand where money and work stand across the portfolio.
Follow these steps
- Open Overview and review outstanding rent and open maintenance counts.
- Use Payments → Charges and History to investigate balances. Separate pending payments from settled receipts.
- Open a maintenance request to review its status and latest outcome notes. Follow up on unfinished work.
- Request support for exports or financial corrections that do not have an available control.
A load error should offer a retry. Do not interpret an unavailable module as an empty portfolio.
Open this workflowUse cases
Choose the scenario that matches the job you need to finish
Month-end rent review
Identifying overdue balances
Checking which workstreams still need operator attention