| screen |
category |
description |
|
Dashboard |
to-date summary of Rent Due, Expenses to Pay, Leases Expiring, Applications to Review,
Vacant Units, Maintenance Required |
|
|
Properties |
property names, addresses, owners, units, etc |
|
Units |
unit sizes, bedrooms, amenities, market rent, deposit required,
maintenance, capital improvements, etc |
|
People |
tenants and other occupants |
|
Leases |
rent, deposits, start/end dates, status, vehicles, pets, upload lease,
sub-tables Tenants, Payments, Deposits, Balance Due, Notes, Legal |
 |
Transactions |
date, amount, category, debits, credits, payment method, notes |
 |
Deposits |
security deposits, pet deposits, received, forfeited, transferred, refunded |
 |
Legal |
track tenant issues and management actions (3-day notice, lease violations, eviction, etc) |
 |
Bank Accounts |
separate accounts for different properties or owners |
 |
Capital Expenses |
cost, date, category, vendor, warranty info, model #, etc |
 |
Companies |
employers, vendors, address, phone, contact, email, etc |
 |
Employees |
contact info and payroll tax info (W4) for payroll module |
 |
Maintenance |
work orders, make-readies, units, request date, complete date, notes |
 |
Expenses |
accounts payable, share with management or owner |
 |
Time Sheet |
record hours, generate reports and compute payroll amounts |
 |
Vehicles |
year, make, model, license#, associated with tenant and lease |
| Screen |
Report |
Descripton |
 |
Reports Menu |
|
|
|
Balance Due |
list all tenants with outstanding balance, sort by any parameter |
 |
Bank Deposits |
by date, date range, summary and totals |
 |
Turnover |
|
 |
Rent Roll |
track income on daily basis |
 |
Vacant Units |
track vacancy on daily basis |
 |
Depost Summary |
includes security deposits, pet deposits and other deposits and balance due |
 |
Transactions |
rent payments) by day , month , summary, total, etc |
 |
Lead Source |
track lead sources and which ads are working |
