A clear next step.
For every rental task.
Learn the whole process, from your first property to the final move-out. Plain instructions, worked examples and screenshots you can follow.
39 guides. Examples and screenshots use fictional records.
Create your account and choose a plan
Choose the right workspace, confirm your email, and start your trial.
Read the guide →Getting startedSign in, reset a password and sign out
Get back into the correct workspace without creating a second account.
Read the guide →Getting startedSet up your workspace and documents
Add the details that appear on invoices, receipts and statements.
Read the guide →PortfolioAdd properties and units
Build an accurate list of occupied and vacant rentals.
Read the guide →PortfolioAdd and maintain tenant profiles
Keep contact details, agreements and past history together.
Read the guide →TenanciesMove a tenant in and create their first bills
Save the agreed rent, deposit, dates and charges before taking money.
Read the guide →Money inCreate, find and understand bills
Know what is unpaid, partly paid, settled, waived or cancelled.
Read the guide →Money inRecord one payment
Connect the money you received to the right person and bill.
Read the guide →Money inSplit a receipt or record advance rent
Use one real transaction for several bills without counting it twice.
Read the guide →Money inDownload, print and share invoices and receipts
Send the right document, with a clear total and payment instructions.
Read the guide →Deposits and move-outRecord deposits and understand the held balance
Separate the agreement from money received, used and returned.
Read the guide →Deposits and move-outUse an agreed deposit for rent
Pay a specific rent bill from money already held.
Read the guide →Deposits and move-outRecord notice and complete a move-out
Free the unit while keeping unfinished repairs and settlement visible.
Read the guide →Deposits and move-outRecord move-out repairs
Charge completed work to the former tenancy’s settlement.
Read the guide →Deposits and move-outRecord a deposit refund
Close a settlement only after the money has actually been returned.
Read the guide →Costs and ownersTrack maintenance requests
Follow reported problems from first report to completion.
Read the guide →Costs and ownersRecord expenses and choose who paid
Keep rental costs, owner deductions and service-fund spending separate.
Read the guide →Costs and owners · AgencyManage owner accounts and payouts
Explain gross rent, fees, costs and amounts payable to each landlord.
Read the guide →Costs and owners · AgencyManage service charges and property funds
Keep money collected for property costs separate from income.
Read the guide →Costs and owners · AgencySet fees and future policy changes
Apply agreed rules without changing earlier accounting.
Read the guide →Reports and recordsPreview and download reports
Share useful figures without internal IDs or technical snapshots.
Read the guide →Reports and recordsReview your rental performance
Use a rent roll, due-rent list and income/cost report for your own rentals.
Read the guide →Reports and recordsUpload and manage supporting documents
Keep agreements, IDs and supporting files beside their records.
Read the guide →Reports and recordsCorrect mistakes, waive debts and review approvals
Fix the record and its accounting together, with a reason.
Read the guide →ImportsAdd former tenancies and incomplete history
Keep known facts without inventing old rent, deposits or refunds.
Read the guide →ImportsImport properties, units and tenants
Fill a simple template, review it and add records safely.
Read the guide →ImportsImport past payments and exact rent months
Bring genuine receipts across without recording the full payment repeatedly.
Read the guide →ImportsFix an import error and use detailed templates
Resolve unclear rows before saving; keep advanced options available.
Read the guide →M-PesaConnect an approved M-Pesa Paybill
Understand setup, the one-time fee and live activation.
Read the guide →M-PesaMatch Paybill payments using a bill number
Let verified payments settle the exact bill while exceptions stay visible.
Read the guide →M-PesaReview, assign and recover M-Pesa receipts
Handle unmatched references, split payments and corrections.
Read the guide →Account and support · Agency TeamAdd employees and manage their access
Give each employee a separate sign-in and retain accountability.
Read the guide →Account and supportManage your trial, subscription and paid add-ons
Know what you are paying for and what happens when access expires.
Read the guide →Account and supportUse the developer control centre
Manage workspace access, plans, billing and Paybill setup from one place.
Read the guide →TenanciesChange rent terms, due dates or a move-in date
Apply new terms prospectively and correct old dates with an impact preview.
Read the guide →Costs and owners · AgencyRecord agency fees paid through an external agent
Keep the tenant’s fee, the agency’s collection and transfers to an agent distinct.
Read the guide →PortfolioArchive and restore records
Keep active lists tidy while preserving genuine tenancy and payment history.
Read the guide →Reports and records · Agency TeamReview an employee’s financial change
Approve or reject protected changes using the reason and original evidence.
Read the guide →Account and supportManage your password and personal sign-in
Keep personal account controls separate from workspace contact details.
Read the guide →