Featured Properties
| Work Order | Property | Type | Assignee | Due Date | Priority | Status | Actions |
|---|
Leave closed drinks and open condiments (ketchup, mustard, etc.) in the fridge. Throw out perishable food before you leave.
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
Active & 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
Same as Request to Book on the public site — use for phone or walk-in leads. With the API and login, this saves to the server; otherwise it uses the local demo store (still fully runnable).
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). Filed copies are shared with guest and owner on submit.
Team Members
Service Status
All GreenRecent Activity
Users & Roles
| Name | Role | Status | Last seen | Actions |
|---|
Audit Log
| Time | Actor | Event | Target | Severity |
|---|
System Settings
General
Security
Notifications
Role & access
Who can view or edit each area of the portal. Edit requires view. Saved in this browser; API loads org policy when connected.
Applications & Screening
SaaS-readyControls the pre-contract rental-application step. Each policy can be toggled independently, and any property can override these org defaults from its own editor. In-flight applications snapshot the resolved policy at submit so changes here never retroactively alter them.
Background check
Who runs the criminal / credit / eviction screening.
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 a monthly income number on the application.
Down payment
Required security deposit at contract signing. Per-property overrides take precedence.
Payments & notifications
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 above in Integrations.
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.
Remove all audit entries older than 90 days.