Featured Properties
My Rentals
Properties linked to your reservations.
| Job | Property | Type | Assignee | Priority | Status | Actions |
|---|
All your open work across cleaning, repairs, dog sitting, and home watch. Tap Start when you begin, then Mark complete when finished. Managers see the same live status here.
For cleaners: leave closed drinks and open condiments (ketchup, mustard, etc.) in the fridge — throw out perishable food before you leave. Switch List / Card / Week / Month below. On the calendar tap a job to edit; managers/admin can tap an empty slot to add a cleaning, drag on the Week view to choose a start–end time, or drag jobs to reschedule when synced to the server.
| Job | Property | Type | Assignee | Status | Actions |
|---|
Portfolio view
Every property in one month-wide grid — not the same as Block & owner requests, which is one property with owner personal-use queue.
- Available
- Booked
- Blocked
- Weekend
Operations
Date blocking & owner requests
Dual-approval personal-use flow: owners propose dates, managers confirm against the live calendar.
April 2026
Pending requests
Owner submits → manager reviews (conflicts are flagged automatically).
Request history
| Property | Dates | Requested By | Reason | Owner ✓ | Manager ✓ | Status | Actions |
|---|
Dog Sitting
Managers assign a sitter on confirm; sitters tap Start when care begins, then Mark complete when finished.
Pending
0 requestsHistory
| Property | Dates | Dogs | Sitter | Requested by | Status | Actions |
|---|
Home Watch
Active & Pending
0 requestsHistory
| Property | Dates | Frequency | Watcher | Owner | Status | Actions |
|---|
Rental Applications
Lease Contracts
Demo vs production: lease cards stored in this browser (localStorage) are for offline / role-switch demo. When you are signed in with a backend user, a separate server (API) contract list can appear below for records in Postgres. Production workflows should treat the API as the source of truth.
E-sign mode: Browser (mouse / finger) by default — Property Managers and Admins can switch to DocuSign under System Settings → Applications → Lease contracts.
Opens the e-sign and pricing flow for a stay (same as public site). Filing saves on this device first; managers, admins, and owners authenticated with the API also get a PostgreSQL mirror alongside the portal record.
Staff Team
Operations staff — cleaners, handymen, home watchers, and managers. Assign on work orders, cleaning, and home watch.
Property Owners
Owners with portal access — listings, portfolio calendar, and owner requests. For stay pipeline see Applications and Contracts.
Tenants & Guests
Renters with portal accounts — units on record, applications, and leases. Prospects without accounts stay in Applications until approved.
Service Status
All GreenRecent Activity
Users & Roles
| Name | User role | Status | Last seen | Actions |
|---|
Audit Log
| Time | Actor | Event | Target | Severity |
|---|
System Settings
General
Notifications
Security
Role & access
Who can view or edit each area in the sidebar and UI. Edit implies view. Navigation only—the API still enforces privileged actions. System administrators only can edit this matrix; it is stored on the server when the API is connected.
Applications & Screening
SaaS-readyOrg-wide defaults for rental applications before contract signing. Properties can override each policy in their editor; submitted applications keep a snapshot of the policy at submit time.
Background check
Who runs criminal, credit, and eviction screening.
End-to-end automated screening only applies when credentials for the selected provider are configured on the server. Otherwise keep Manual / Association—or expect brokers to attach reports outside this flow.
The HOA / association handles background screening during tenant registration — applicants won't be asked to re-authorize it here.
PM pulls the report from an external broker tool and attaches it to the application. The applicant flow still collects the basics.
No background check is requested. Applicants fill out contact / dates only unless income verification is on below.
Income verification
Collect pay-stubs, employer contact, and monthly income on the application.
Security deposit
Required deposit at contract signing. Per-property overrides take precedence.
Payments (Stripe)
Collect application fees and deposits through Stripe when enabled.
Email delivery
Outbound mail for applications, staff alerts, and system notifications.
Local dev: run Mailpit (SMTP localhost:1025, UI :8025).
Docker Compose sets host mailpit automatically via seed.
Contact form
Public website contact form — confirmations and staff alerts.
Lease contracts (e-sign)
Choose how guests execute the rental lease. Browser (mouse / finger) uses the built-in signature pads. DocuSign opens DocuSign’s hosted signing in a new window when your server is configured (Integration Key, User ID, RSA private key, and API Account ID in env — see JWT auth). Guests can always use the in-browser path as a fallback when the portal offers both.
Dog sitting (care pricing)
Set the base rate per day for each care type. Tenants and staff see these amounts on the dog-sitting request form (estimates; your manager can confirm the final price). Currency follows the Currency field in Screening & deposits.
Dog sitting (external providers)
One insured vendor per line (no portal login). Managers pick these when assigning an external sitter, or choose internal staff from your team accounts.
Online reservation form
Tenant-facingFields collected when a tenant applies or requests a booking: guest names and DOB, ID upload, mailing address, optional employment, emergency contact, and vehicle type. Add, edit, reorder (drag not yet — use remove + add), or delete rows. Changes apply to new applications only; submitted apps keep a snapshot.
Types: guest_list = repeating name + DOB; file = ID/passport upload; select = comma-separated options.
Danger Zone
IrreversibleRestores properties, tasks and users to seed state.
Downloads a JSON snapshot.
When signed in to the API: removes stored admin action entries older than 90 days (system administrators only).






