Staff & invitations
Invite Managers, assign properties, and turn on only what they need — clear roles from day one.
Admin
Set the company up once. Let the day run.
Staff access, checklist templates, email automations, and Ask training — so Managers and Owners work from one clear system.
What you get
Controls that scale the whole company
Set access, templates, and automations once — then the team runs the day with the right tools.
Checklist templates
Build reusable packs. Managers run automated checklists in Tasks — standards stay company-wide.
Automated emails
Rent reminders, statements, welcome and door-access templates — in your company’s voice.
Access & locks
Automatic lock codes and invitation links for stays and jobs — timed to the calendar.
Train Ask
Upload manuals and Q&A so Ask answers in your company’s voice — English and Spanish.
Owner access
Invite owners, link properties, and control what they see — transparency you choose.
Admin day to day
The setup work that keeps everyone else simple
Staff & access
Invite Managers, assign properties, and turn on only what they need — properties, owners, tenants, expenses, invoices.
Features
Turn features on or off by role in Settings. If someone can’t see something, start here — then check their access.
Properties
Add and maintain properties for the company. Keep names clear so Ask, reports, and owners stay easy to understand.
Owners
Invite owners, link them to the right property, and control what they see. Owners use the portal — they are not long-term tenants.
Train Ask
Upload manuals and Q&A so Ask answers in your company’s voice. English and Spanish documents help both languages.
Checklists & templates
Build reusable checklist templates. Managers run the work in Tasks — they don’t build company templates.
Good habits
Habits that keep the system sharp
- Put daily tools on Quick Access so they’re one tap away
- Keep Help FAQs and Ask training current
- Give Managers only the access they need
- Use Rental Control for long-term and short-term units