Your Home dashboard

Home is the first page you see after you sign in. It gives you a snapshot of your portfolio — what has been billed and collected, which balances are ageing, and what's coming up — with a link from each card to the page where you can act on it.

To come back to it from anywhere, click Home in the sidebar or press G then H.

Get started checklist

In a new account, a Get started card walks you through Set up your workspace in three steps:

1. Add a property — click Add property.
2. Add a tenant — available once you have a property.
3. Create invoices — available once you have a tenant.

Each step is ticked off automatically when it's done, and the card disappears when all three are complete. Click Skip setup to hide it sooner.

Quick actions

The buttons under the greeting start common tasks: Record payment, New invoice, Record bill and Add tenant. If you don't have any properties yet, they are Add property, Add tenant and Create invoices instead.

Key figures

Four cards summarize the current billing cycle for the properties in scope. Each has a small trend line for recent months, and clicking a card opens the related page.

Receivables aging

Receivables aging splits your open tenant balances by how many days they are overdue: 1–30 days, 31–60 days, 61–90 days and 90+ days. Each bucket shows the amount and its share of the total open balance.

Upcoming and Needs attention

Upcoming lists what's due in the next 14 days, grouped by day: lease expirations, move-ins, insurance expirations, rent increases, calendar events and scheduled automations. Click a tenant item to open the tenant. Click View all to open a side panel where you can look further ahead (14 days, 30 days or 90 days) and filter by kind of event (Leases, Rent increases, Automations, Events).

Needs attention collects the items worth acting on today, such as overdue invoices, open maintenance requests that aren't assigned, leases and insurance expiring within 60 days, and rent increases coming up within 60 days. If you can approve payments, it also shows the payments waiting for your approval. Click an item to go to the matching list.

More cards further down

Scroll down for:

• Properties · collection performance — the properties with the largest outstanding balances, with occupancy, billed, collected, month-over-month change (MoM) and outstanding amounts. Click a property to open it, or click All properties to see the full list.
• Outstanding balances — everything tenants owe, property by property, largest first, with how much of it is overdue. It counts every open invoice, not just this cycle's, so its total matches Receivables aging rather than the Outstanding card. Click a property to open it.
• Collected rent — what each property has collected in the current billing cycle, and the share of what was billed. Click a property to see its invoices.
• Vacancies — the properties with vacant units, most vacancies first. Click a property to see its vacant units.
• Upcoming rent increases — scheduled rent changes in the next 90 days. Click All tenants to go to the tenant list.
• Expiring leases — leases ending in the next 90 days, soonest first; condo and co-op units are not included. Click a lease to open the tenant's lease, or Show all to see more than the first ten.
• Recent payments — the latest tenant payments. View all opens Invoicing.
• Recent activity — the latest changes in your account. View all opens the Audit Log.
• Your tasks — open tasks assigned to you. View all opens Tasks.

To look further ahead or less far on Upcoming rent increases or Expiring leases, click the settings button at the top right of the card — see Change how far ahead a card looks.

Arrange your dashboard

The cards above are the default layout. Click Customize at the top right of Home to hide the cards you don't use and arrange the rest — see Customize your Home dashboard.