Portfolio and listings
Properties (listings)
A property is a building or site you manage. Each has a name, address, and optional type or category. You can have many properties in one workspace.- Listings or Properties in the menu: view all, add a property, open one to see units and linked vendors.
- Edit or archive when needed.
Units
Units are the spaces inside a property (e.g. apartments, offices). Each has a number or name, rent, and optional details. You can assign a tenant to a unit.- From a property, open Units and add, edit, or remove units. Set rent and link tenants.
Tenants (residents)
Tenants are the residents linked to units. You use them for messaging, scheduling (vendor–tenant visits), and lease management.- Manage tenants from the property or unit, or from a Tenants / Residents list. Link each to a unit and contact info.
Vendors
Vendors are contractors or service providers (e.g. plumbers, electricians). You assign them to work orders and link them to properties when your setup uses property–vendor links.- Vendors in the menu: add vendors (name, contact, specialties), link to properties.
Owners (optional)
If your organization uses Owners, you can link properties or units to owners and manage them from Portfolio → Owners.Operations: maintenance
Issues
An issue is a maintenance request (e.g. leak, broken HVAC). It has a title, description, category, status, and is linked to a unit and property.- Operations → Issues (or Maintenance → Issues): view all, filter, add an issue, open one to assign a vendor or start a workflow.
- Use the activity feed on the issue to see what was done.
Work orders
Work orders are the tasks tied to an issue: assign a vendor, schedule the visit, mark the work done. Workflows often create or update work orders and use scheduling so vendor and tenant agree on a time.- From an issue, assign a vendor or create a work order, then use Scheduling to get an agreed time and create the appointment.
Maintenance analytics
Operations → Analytics (or Maintenance → Analytics): dashboards and reports on issues, work orders, resolution times, and vendor activity.Scheduling
Scheduling coordinates visits: the vendor proposes time slots, the tenant accepts or counter-proposes until both agree, then you confirm the appointment.- Start a session from an issue or work order (Scheduling or Propose times). Vendor and tenant use the app or links to propose and respond. When status is Agreed, create the appointment.
Workflows
Workflows are step-by-step processes (e.g. maintenance: assign vendor → schedule → complete → close). You start a workflow on an issue; the app runs the steps.- Open an issue → Start workflow → choose the workflow (e.g. default maintenance). See Using workflows.
Communication and integrations
- Inbox / messaging — Conversations with tenants, linked to tenant, unit, or issue. Agents can handle or triage.
- Notifications — Email or SMS for scheduling, work order updates, reminders (when configured).
- Integrations — Stripe, Slack, email/SMS, etc. Configured by your admin in Settings or Integrations.
Agents and AI Hub
- Agents — Create and configure chat, phone, or email agents. Use them for tenant support, triage, or running workflows. See Agents.
- AI Hub — Behaviour, Workflows, and Knowledge base are configured here and used by agents across Property OS.