Choose the plan that matches your current operating stage.

Start on the dashboard to review the top-level metrics, upcoming actions, and alerts. From there you can move into properties, leasing, operations, or reports depending on what needs attention first.

Use the Properties and Units areas in the sidebar to review inventory, open details, and keep portfolio structure up to date. These pages are designed to show high-level records first, then let you drill into the specifics for each asset or unit.

Open Listings and use the create listing flow to choose the source property, confirm the address and summary details, and move the listing into the active workspace view. Once created, the listing detail page gives you space for media, publishing checks, and contact information.

Use the Leasing section for listings and leads. Listings help you manage the marketing side, while leads help you track interest, follow-up, and movement toward viewings or applications.

Leases and tenants help tie occupancy and account information back to the portfolio. They sit alongside listings, reports, and maintenance so your team can see the operational picture rather than treating each workflow as a separate system.

Go to Maintenance under Operations to review requests, status, and ongoing work. That area is meant for day-to-day issue tracking, supplier coordination, and making sure open items do not disappear between updates.

Use Reports for portfolio summaries and performance views, and use Data Transfer when you need templates, imports, exports, or structured data movement. These areas are intended to support both quick review and more formal reporting workflows.