Common questions

Money

Why didn't Projected Profit change when I logged an expense? While you're under budget, profit already counts the whole budget, so spending part of it changes nothing. It moves when you go over. See How the numbers work.

Why is Spent lower than what I've paid out? Expenses in Holding Costs count toward the hold, not Spent. Voided expenses, loan draws, and invoices you haven't accepted don't count either.

I logged an expense but the budget line still shows $0 spent. The expense has a category but no Budget line. It counts in Spent at the top, but not against a line. Void it and add it again with the line picked. See Log an expense.

How do I edit or delete an expense? You can't. Void it and add it again. The void stays on the list so the record is complete.

Why can't I see P&L or Financing? Those are for owners and admins. Ask an owner to change your role under Members.

Where do I change the contingency? On the house's Home, under Edit property, in Contingency %.

Receipts

My iPhone photo won't upload. It's saved as HEIC. On the phone, open Settings › Camera › Formats and choose Most Compatible.

There's no Fill from receipt button. An owner or admin has to add an Anthropic API key under Receipt reading first. See Receipts.

I can't attach a receipt. Team members can log expenses but can't attach receipts or pick a vendor. An owner or admin can add the receipt afterwards under Expenses › Receipts.

People

Do I pay for each person I invite? No. One subscription covers your whole team and every contractor login.

Can my contractor see my budget or profit? No. A contractor sees only the tasks you assign them, and can send photos, invoices, and prices. See Contractor logins.

My contractor says they didn't get the task. Contractors aren't emailed when you assign a task. It's on their page the next time they open it, so text them.

Their invite link doesn't work. Links last seven days and work once. Send a new one: Resend under Members for a teammate, or Send again on the contact for a contractor.

A team member can't find a tool. An owner or admin may have turned it off for them. Check What they can use under Members.

Houses

How do I delete a house? You can't. Archive it and it leaves your lists with its history intact. The example house is the one exception: choose Remove example.

How do I fix a house's address or bed count? Those can't be changed in the app after the house is added. Email [email protected].

Where's the Portfolio page? In the house menu at the top of the sidebar, along with Archive and Add property.

Can I search for properties or look up owners? No. Bring a house here once you've found it.

Schedule

A finished task still shows a past date. Is it overdue? No. A task in Done is never overdue.

I moved a task earlier and the next ones didn't follow. Dates only shift later, never earlier. Move the later tasks yourself.

My tasks aren't on the timeline. Only tasks with a start or due date are drawn.

Your account

What happens to my data if I cancel? Nothing is deleted. The workspace goes read-only and every export still works. See Trial, plan, and billing.

Is there a full backup download? Not as one file. P&L › All properties exports every house's expenses and summary as CSV. Receipt images aren't bundled. See Tax time and exports.

Does it connect to QuickBooks? It makes two files QuickBooks Online imports. There isn't a live connection.

Something's wrong or missing here. Email [email protected]. A founder reads every message.