Share a sheet with the owner

Use it when an owner asks where the money went and what's left to do. The numbers are today's, each time the page is opened.

What's on it

• Units: which doors are occupied, and when each lease ends. A house without units is one row.
• Rent: what was collected this month, and late rent as months and a balance.
• Open maintenance: scheduled maintenance, and on a rental-only house every open task, with its due date.
• Operating budget: each line that has a budget or an actual, and what's left. A line at $0 of $0 stays off. The total opens to show which lines make it.
• Rehab budget, on a flip: budget against spent, then one row per rehab category. A rental-only house leaves this block off.
• Approved change orders: the title, the cost, and the days. A draft stays off until you approve it.
• Open tasks: the title, the column, the due date, and who's doing it.
• Open punch: the item, the room, and whether it's open or in progress. Done and waived items stay off.
• Photos: the cover, then the newest, up to 12.

Print it

1. 1Step 1: Open Rental and choose Owner sheet.
2. 2Step 2: Choose Print or save as PDF.

Send a private link

1. 1Step 1: On the sheet, find Share with the owner and choose Make a share link.
2. 2Step 2: Choose Copy link straight away, or Send link on a phone. The link is shown once.
3. 3Step 3: Paste it into an email or a text.

The owner opens the link without an account and sees the same sheet, marked “Shared by” with your company name and “read-only.” They can print it.

A unit turn

Between tenants, open the board and start from Unit turn (11 days). It adds eight tasks, from the walk-through to the final walk, each waiting on the one before. Edit any of them. They show on this sheet until they reach Done. The steps are in Schedule the work.