GuideStart here
Find your way around
How the app is laid out on a computer and on a phone, and where each tool lives.
Almost everything belongs to a house. You pick a house, and the menu shows that house's tools. A few things belong to the whole business, such as your contacts and your calendar.
Example
Fixer Upper House
1418 Maple Avenue
This house
- Home
- Updates
- Photos
- Documents
Deal
- Analysis
- Walkthrough
Rehab
- Board
- Shopping list
- Change orders
- Punch
- Permits
Money
- Budget
- Expenses
- P&L
- Financing
- My work (3)
- Calendar
- Contacts
- Dashboards
Pick a house
The button at the top of the sidebar shows the house you're in. Tap it to switch to another, and to reach Portfolio, Archive, and Add property. When you switch houses you stay on the same tool, so Budget stays Budget.
With more than seven houses, a Filter properties box appears in that menu.
A house's tools
| Group | What's in it |
|---|---|
| This house | Home, Updates, Photos, Documents |
| Deal | Analysis, Walkthrough |
| Rehab | Board, Shopping list, Change orders, Punch, Permits |
| Money | Budget, Expenses, P&L, Financing |
| Rental | Rental, for a house you're renting or plan to |
The groups open to match where the house is. A lead opens Deal. A house in rehab opens Rehab and Money. A sold or rented house opens Money, and Rental if it has one. Click any group's name to open or close it.
P&L, Financing, and Rental show for owners and admins only.
The four numbers
Budget, Spent, Remaining, and Projected Profit sit at the top of every page of a house. How the numbers work explains each one.
The whole business
- My work: every task assigned to you across houses, plus to-dos that aren't tied to a house.
- Calendar: everything with a date.
- Contacts: your contractors, suppliers, agents, and lenders (owners and admins).
- Dashboards: every house's numbers side by side (owners and admins).
On a phone
The bottom of the screen has five tabs: Board, Budget, Expenses, Contacts, and More. More holds everything else, including Home, My work, Calendar, Photos, and Punch. The yellow Add expense button floats above the tabs on every page of a house.
The account menu
Your initials, at the bottom of the sidebar or the top right on a phone, open the account menu:
- Members, Receipt reading, Templates, and Stage names (owners and admins)
- Calendar sync
- Guide, which opens this guide at the page for the screen you're on
- Billing, once you're on a paid plan
- Appearance: Light, Dark, or Match my device
- Log out
Notifications
The bell shows a count when something needs you. It fills when someone assigns you a task or mentions you in a comment, a house changes stage or status, a contractor sends an invoice or prices, rent is late, or a lease is within 60 days of ending. Tap an item to open it.
Task assignments, mentions, invoices, and prices also arrive by email.
When you sign in
You land on the Board of the house you had open last, because that's where the day's work is.