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PropertyPro
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Get Started

Overview

Everything you need to master PropertyPro — from your first login to power-user shortcuts. Pick a chapter below or jump straight in.

Chapter 01 · Getting Started

Sign in & first-run setup

Get into PropertyPro in under a minute. New workspaces ship with sensible defaults so you can start managing properties on day one.

  1. 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. 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. 3

    Complete your profile

    Add your photo, contact number, and notification preferences from Settings → Profile so teammates can reach you.

  4. 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.

Chapter 02 · Dashboard

Your daily command center

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.

Chapter 03 · Properties & Units

Build your portfolio

Organize buildings, units, amenities, and photos in one place. Every unit gets its own dedicated page with full history.

  1. 1

    Add a property

    Go to Properties → New. Enter the address, type (residential / commercial / mixed), and a cover photo.

  2. 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. 3

    Upload a unit gallery

    Each unit supports multiple images — drag & drop into the gallery card to upload in bulk.

  4. 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.

Chapter 04 · Tenants

Onboard & manage tenants

Bring tenants on board in minutes with documents, contact details, and a self-service portal of their own.

  1. 1

    Create a tenant profile

    Tenants → New. Enter name, email, phone, and emergency contact. An invite is sent automatically.

  2. 2

    Attach documents during onboarding

    Upload IDs, references, and signed agreements right from the create form — no separate trip required.

  3. 3

    Assign to a unit

    Pick a vacant unit. The tenant is linked, and the lease workflow starts automatically.

  4. 4

    Tenant Portal

    Tenants log in to view their lease, pay rent, raise maintenance requests, and chat with management.

Chapter 05 · Leases

Lease lifecycle, end to end

Generate, send, sign, renew, or terminate leases. Every change is versioned and auditable.

  1. 1

    Draft a lease

    Open a tenant or unit and click New Lease. Choose start/end dates, monthly rent, deposit, and recurring fees.

  2. 2

    Send for review

    PropertyPro generates a printable PDF you can share with the tenant via email or the portal.

  3. 3

    Activate

    Once signed, mark the lease Active. Recurring invoices are scheduled from the start date.

  4. 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.

Chapter 06 · Maintenance & Inspections

Resolve issues fast

Tenants raise requests, you assign work orders, inspectors verify the fix. Nothing falls through the cracks.

  1. 1

    Tenant raises a request

    From the tenant portal, the resident describes the issue, attaches photos, and picks a priority.

  2. 2

    Triage from the admin queue

    Open Maintenance → Requests. Assign a technician, set due date, and convert to a work order.

  3. 3

    Schedule an inspection

    Use the Inspections module to plan recurring or on-demand checks. Inspectors complete a checklist on mobile.

  4. 4

    Close the loop

    Mark resolved, attach proof photos, and the tenant is notified automatically.

Chapter 07 · Finance

Invoices, payments & reconciliation

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.

Chapter 08 · Communications

Chat, announcements & notifications

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.

Chapter 09 · Reports & Analytics

Make decisions with data

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.

Chapter 10 · Settings & Roles

Tune your workspace

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.

Chapter 11 · Mobile & PWA

Work from anywhere

Install PropertyPro to your home screen for an app-like experience with offline access and push notifications.

  1. 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. 2

    Enable push notifications

    Allow notifications when prompted to receive instant alerts for payments, requests, and chats.

  3. 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.

Chapter 12 · Tips & Shortcuts

Power-user productivity

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.

Changelog·Last updated April 28, 2026
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