Tenant Management

Complete renter profiles, documents, and notes - all in one place.

Renter list with 3-month payment tracker and quick actions
Renter list with 3-month payment tracker and quick actions
Renter detail page with invoices, receipts, credits, and documents
Renter detail page with invoices, receipts, credits, and documents

Key Capabilities

  • Separate first name / last name fields, always sorted alphabetically
  • Co-leaseholder tracking with phone and email
  • Full mailing address (street, city, state, ZIP)
  • Quick-add timestamped notes with user attribution
  • Secure cloud document storage for leases, IDs, and inspections
  • Tenant portal access management - enable/disable with one click
  • Monthly rent, payment status, and credit balance at a glance
  • Bulk CSV/XLSX import with auto-parsing from QuickBooks format

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