Overview
Everything you need to master PropertyPro — from your first login to power-user shortcuts. Pick a chapter below or jump straight in.
Getting Started
Get into PropertyPro in under a minute. New workspaces ship with sensible defaults so you can start managing properties on day one.
Read chapterDashboard
The dashboard surfaces everything that needs your attention today — occupancy, overdue invoices, open maintenance tickets, and unread messages.
Read chapterProperties & Units
Organize buildings, units, amenities, and photos in one place. Every unit gets its own dedicated page with full history.
Read chapterTenants
Bring tenants on board in minutes with documents, contact details, and a self-service portal of their own.
Read chapterGet into PropertyPro in under a minute. New workspaces ship with sensible defaults so you can start managing properties on day one.
- 1
Open the dashboard
Visit /dashboard from any browser or install PropertyPro as a PWA from the address bar for an app-like experience.
- 2
Sign in with your credentials
Use the email and password provided by your workspace admin. Tenants receive their invite from the manager during onboarding.
- 3
Complete your profile
Add your photo, contact number, and notification preferences from Settings → Profile so teammates can reach you.
- 4
Choose your theme & language
Switch between light and dark mode in the topbar, and change the workspace language from Settings → Preferences.
Pro tip
Bookmark /dashboard or install the PWA — you'll get push notifications and offline access automatically.
The dashboard surfaces everything that needs your attention today — occupancy, overdue invoices, open maintenance tickets, and unread messages.
Live KPI cards
Total properties, active tenants, monthly revenue, and pending tasks update in real time.
Revenue & occupancy charts
Compare current month against last month with accurate, drill-downable graphs.
Activity feed
Recent payments, new requests, and system alerts — all in one stream.
Global search
Press / anywhere to jump to a tenant, unit, lease, or invoice.
Organize buildings, units, amenities, and photos in one place. Every unit gets its own dedicated page with full history.
- 1
Add a property
Go to Properties → New. Enter the address, type (residential / commercial / mixed), and a cover photo.
- 2
Create units inside the property
Open the property and use the Units tab. Add rooms, square footage, rent, and status (vacant / occupied / under maintenance).
- 3
Upload a unit gallery
Each unit supports multiple images — drag & drop into the gallery card to upload in bulk.
- 4
Define features & amenities
Tag amenities (parking, pool, balcony, AC) so they appear on listings and tenant-facing pages.
Status matters
A unit must be marked Vacant before you can attach a new lease — PropertyPro prevents accidental double-bookings.
Bring tenants on board in minutes with documents, contact details, and a self-service portal of their own.
- 1
Create a tenant profile
Tenants → New. Enter name, email, phone, and emergency contact. An invite is sent automatically.
- 2
Attach documents during onboarding
Upload IDs, references, and signed agreements right from the create form — no separate trip required.
- 3
Assign to a unit
Pick a vacant unit. The tenant is linked, and the lease workflow starts automatically.
- 4
Tenant Portal
Tenants log in to view their lease, pay rent, raise maintenance requests, and chat with management.
Generate, send, sign, renew, or terminate leases. Every change is versioned and auditable.
- 1
Draft a lease
Open a tenant or unit and click New Lease. Choose start/end dates, monthly rent, deposit, and recurring fees.
- 2
Send for review
PropertyPro generates a printable PDF you can share with the tenant via email or the portal.
- 3
Activate
Once signed, mark the lease Active. Recurring invoices are scheduled from the start date.
- 4
Renew or terminate
Use Renew to extend with new terms, or Terminate to close it cleanly with a final settlement.
Reminders run for you
PropertyPro emails tenants 30 days before lease expiry — no manual chasing required.
Tenants raise requests, you assign work orders, inspectors verify the fix. Nothing falls through the cracks.
- 1
Tenant raises a request
From the tenant portal, the resident describes the issue, attaches photos, and picks a priority.
- 2
Triage from the admin queue
Open Maintenance → Requests. Assign a technician, set due date, and convert to a work order.
- 3
Schedule an inspection
Use the Inspections module to plan recurring or on-demand checks. Inspectors complete a checklist on mobile.
- 4
Close the loop
Mark resolved, attach proof photos, and the tenant is notified automatically.
Bill tenants, accept online payments via Stripe, track expenses, and reconcile deposits without spreadsheets.
Auto-generated invoices
Recurring rent and one-off charges are created from the lease schedule.
Online payments
Tenants pay via Stripe. Status updates reflect in the dashboard within seconds.
Manual reconciliation
Record cash, bank transfers, or cheques against any invoice with full audit trail.
Finance reports
Monthly P&L, outstanding balances, and per-property income — exportable as PDF or CSV.
Stripe webhook required
Make sure your Stripe webhook URL is configured in Settings → Integrations so payment statuses sync correctly.
Stay in sync with tenants and your team — built-in chat, broadcasts, and a dedicated notifications inbox.
Real-time chat
1-on-1 and group threads, powered by Server-Sent Events for instant delivery.
Announcements
Broadcast updates to all tenants of a property or building from the Announcements module.
Notifications inbox
Every system event lands here. Mark read, filter, or jump to the source record in one click.
Support tickets
Open a ticket directly with the PropertyPro team for product-level help.
Drill into occupancy, revenue, maintenance turnaround, and tenant satisfaction. Export anything in two clicks.
Property performance
Per-building revenue, vacancy rate, and ROI over any time range.
Maintenance metrics
Average time-to-resolve, top issue categories, and technician workload.
Financial reports
Income statements, ageing receivables, and tax-ready summaries.
Export anywhere
Every report exports to PDF, CSV, or Excel — share with accountants without copy-paste.
Manage team members, set granular permissions, switch language, and personalize the look of your dashboard.
Team & roles
Invite admins, managers, accountants, and inspectors. Each role has scoped permissions.
Granular permissions
Lock down sensitive modules (Finance, Settings) to specific roles only.
Multi-language
Switch the entire UI between supported languages — your tenants get their own language too.
Dark mode
Toggle in the topbar. Respects your system preference by default.
Install PropertyPro to your home screen for an app-like experience with offline access and push notifications.
- 1
Install the PWA
On Chrome/Edge, click the install icon in the address bar. On iOS Safari, tap Share → Add to Home Screen.
- 2
Enable push notifications
Allow notifications when prompted to receive instant alerts for payments, requests, and chats.
- 3
Work offline
Recently viewed pages remain accessible without a connection — changes sync once you're back online.
Tenant-friendly
Encourage tenants to install the PWA so they get instant payment reminders and chat replies.
A few shortcuts and habits that will make you fly through PropertyPro every day.
Press / to search
Global search jumps to any tenant, unit, lease, or invoice in one keystroke.
Duplicate leases
Use the Duplicate action on any lease to spin up a similar one — saves typing for portfolio rollouts.
Use roles religiously
Don't share admin accounts. Create per-person roles so audit trails stay meaningful.
Need help? Open a ticket
Use the in-app support module — we typically respond within one business day.
