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Getting Started

Read your dashboard in thirty seconds

The overview page answers one question: what needs you today. Here is what each block is telling you and which numbers are worth acting on.

4 steps About 3 minutes Landlord
Before you startNothing. This page works from your first property onward, and it is honest about being empty before that.
1

Start with the greeting line

The top of the page is a plain-language summary of your portfolio right now, not a chart. If nothing needs you, it says so.

Everything below is ordered by urgency rather than by feature, so reading top to bottom is the intended way to use it.

Step 1: Start with the greeting line
2

Ask Mozart instead of hunting

The message box talks to Mozart, the assistant that can see your actual portfolio. Asking beats navigating for anything you would otherwise go looking for.

The chips underneath are the questions landlords ask most. They are ordinary questions, not commands, so you can reword them freely.

Worth knowingMozart proposes, you approve. Nothing it suggests touches money, a lease or a tenant until you say yes.
Step 2: Ask Mozart instead of hunting
3

Work the quick actions

The right rail is the shortest path to the seven things landlords do most: screen, invite, draft a lease, collect, charge, record an expense, send for signature.

Each one opens the same screen you would reach through the menu, so there is nothing special about starting here beyond speed.

Step 3: Work the quick actions
4

Check the rent tile before anything else

Collected against billed for the current month, with a direct link into rent collection. This is the number that tells you whether the month is going well.

It counts what has actually settled, not what has been charged, so it moves when money lands rather than when an invoice is raised.

Step 4: Check the rent tile before anything else
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