Running the Business From Your Phone

Here are the jobs you'll do most often, each as a short set of steps you can follow on your phone. If you have the source document in hand (a receipt, a check), remember you can usually photograph it instead — see Capture by photo.

To log an expense

1. Open the menu and tap Expenses (or photograph the receipt from Scan a Document).
2. Tap Add expense.
3. Enter the amount, pick a category, and choose the property it's for.
4. Mark whether it's already paid or an unpaid bill, and set the date.
5. Tap Save.

To record a rent payment

1. Open Payments, or open the lease the payment is for.
2. Tap Add payment (or Record payment on the lease).
3. Enter the amount and date received, and the method (cash, check, transfer).
4. Tap Save. The lease balance updates automatically.

If you're holding a rent check, photographing it from Scan a Document is faster — the app reads the amount and you just pick the lease.

To open a work order

1. Open Work Orders and tap New work order (or photograph a maintenance request, or record a voice note describing the problem).
2. Choose the property (and unit if it applies).
3. Describe the problem and set a priority.
4. Tap Save. You can assign a vendor and track it to done from the same screen.

To check the dashboard

Tap Dashboard (your home screen). At a glance you'll see your money snapshot, occupancy, overdue rent, open work orders, today's briefing, and recent activity. It's the fastest way to see "what needs me today" while you're out and about.

See also

• Capture by photo — let a photo do the data entry.
• Install and setup — getting the app on your phone.