Dashboard widgets introduction

Your Dashboard is designed to keep you up-to-date on your rentals. It includes an accounting overview, property information, available agreements, quick buttons, and features available throughout your account. The dashboard will give you quick access to important information:

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Sidebar

Here you can:

  • Check the total balance of outstanding distribution invoices and check the full list by clicking on the View link;
  • Check the total balance of open contribution invoices and pay them online using the Pay link (only if PM has activated the Online Payments account);
  • Generate the property reports, the View link will redirect to the list of available reports;
  • See the number of maintenance requests that are waiting for your approval, the View link redirects to the Request preview/ Requests page.
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Outstanding tab

The Outstanding tab displays the list of contribution and distribution invoices that have an outstanding balance. You can click on the invoice to check the invoice details.

property management software

You can also use the Pay online button in the right upper corner of the page to pay the outstanding contribution invoices:

property management software

This link might be useful:
How do I send money to my property manager?

Properties tab

The Property tab keeps a tally of the assigned properties. Press on the Get rental report button to purchase the Rentability report; hover on the Property manager name to see their contact information or Send a message:

property management software

Agreements

The Agreements tab shows the list of all agreements that were shared with you by property managers. Click on the arrow on the agreement card to see the agreement details and attached documents (if there are such). On Pending agreements click on the Review & sign button and you will move straight to the agreement preview, where you may check all the terms and ownership details and sign the document online.

property management software

In case of a Pending agreement, you will also see a banner with the Review & sign option.

property management software

This link might be useful:
How do I sign an owner agreement?

 

Last updated:
Jan. 10, 2024