Training Tutorials

Tutorials Library

25 tutorials covering all platform features

Chart of Accounts Setup

Accounting Setup

Set up your chart of accounts, account types, numbering system, and property-level mapping.

Required
beginner
Published
v1.0
15m142

Rent Collection & Payment Recording

Receivables

Post rent charges, record tenant payments, handle partial payments, and generate receipts.

Required
beginner
Published
v1.0
20m201

Owner Statement Generation

Owner Accounting

Generate monthly owner P&L statements, allocate income and expenses, and send to owners.

intermediate
Published
v1.1
25m87

Bank Reconciliation Step-by-Step

Banking

Match bank transactions, clear items, handle adjustments, and complete the reconciliation.

Required
intermediate
Published
v1.0
30m95

Security Deposit: Receive, Hold & Refund

Deposits

Record security deposits as liabilities, apply move-out deductions, and process refunds.

Required
beginner
Published
v1.0
20m112

Month-End Close Checklist

Month-End Close

Complete the full month-end close: reconcile accounts, generate reports, lock the period, and archive.

Required
advanced
Published
v1.2
45m78

Late Fees: Setup and Automation

Late Fees

Configure late fee rules, review auto-applied fees, waive or adjust fees, and notify tenants.

beginner
Published
v1.0
15m134

Vendor Bills and AP Approvals

Accounts Payable

Enter vendor bills, route for approval, attach invoices, and process vendor payments.

intermediate
Published
v1.0
25m56

NSF & Failed Payment Handling

Receivables

Reverse failed payments, apply NSF fees, update tenant balance, and initiate follow-up.

intermediate
Published
v1.0
20m44

Trust Accounting & Compliance

Trust Accounting

Manage trust funds, segregated client accounts, compliance reporting, and disbursements.

Required
advanced
Published
v1.0
40m33

Budget Creation and Variance Review

Budgeting

Create annual property budgets, import monthly targets, and compare actuals to forecast.

intermediate
Published
v1.0
30m61

Owner Distributions and Payouts

Owner Accounting

Calculate net distributions, apply management fees, process payouts, and record transactions.

intermediate
Published
v1.0
20m48

Creating Inspection Templates

Inspection Setup

Build move-in, move-out, and routine inspection templates with sections, checklists, and scoring rules.

Required
beginner
Published
v1.0
20m118

Scheduling and Assigning Inspections

Scheduling

Schedule inspections, assign inspectors, set priority levels, and send notifications.

Required
beginner
Published
v1.0
15m90

Conducting a Move-In Inspection

Field Execution

Walk through the move-in checklist room-by-room, capture photos, rate conditions, and collect tenant signature.

Required
beginner
Published
v1.0
25m145

Deficiency Tagging & Severity Ratings

Issue Logging

Log deficiencies during inspections, assign severity levels, add notes, and flag for follow-up.

intermediate
Published
v1.0
20m72

AI Inspection Report Generation

Reports

Generate AI-powered inspection reports, review findings, email reports to stakeholders.

intermediate
Published
v1.0
15m63

Escalating Issues to Maintenance

Issue Escalation

Convert inspection deficiencies into maintenance work orders, assign vendors, and track resolution.

beginner
Published
v1.0
10m89

Move-Out Inspection & Deposit Deductions

Move-Out

Complete move-out inspection, compare to move-in, log chargeable damages, and link to deposit deductions.

Required
intermediate
Published
v1.0
30m77

Remote Inspection Workflow

Remote Inspections

Invite tenants or inspectors to complete remote inspections using secure token access.

intermediate
Published
v1.0
20m34

Property Onboarding Walkthrough

Property Setup

Add a new property, configure buildings and units, assign an owner, and set up rent charges.

Required
beginner
Published
v1.0
20m178

Tenant Onboarding Process

Tenant Management

Create a tenant profile, link to unit and lease, enable portal access, and send welcome message.

Required
beginner
Published
v1.0
15m156

Lease Creation & E-Signature

Leasing

Generate a lease agreement, add terms, upload for e-signature, and track signing status.

Required
beginner
Published
v1.0
20m132

Maintenance Request Lifecycle

Maintenance

Submit, triage, assign, update, and close maintenance work orders including vendor coordination.

beginner
Published
v1.0
15m99

Owner Portal Setup and Reporting

Owner Portal

Configure owner portal access, share statements, and communicate financial updates.

beginner
Published
v1.0
15m67
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