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Find your way around properties and units

See each property's units, who lives where, its rent rules, and each unit's info card.

2 min read

Your properties and units live under Portfolio. Use these pages to see who lives in each unit, which units are empty, and the rules each property uses for rent and late fees. To add a new property, see Add a property.

The property page

  1. Go to Portfolio → Properties and click a property.
  2. The Units list shows every unit with the tenant's name, or Moving in or Vacant. Click a lived-in unit to open that tenant's page. Click an empty unit to move someone in.
  3. Use the buttons at the top: Rent roll opens this property's rent roll, Move in starts a move-in, and Import tenants (owner only) brings tenants in from a spreadsheet.
  4. The Settings card shows the owner entity, manager, late fee, grace day and the month PropFlow started tracking rent. Click Edit to change them. Only the owner can save changes.
  5. The Application link card lets people apply online. See Rental applications.

The unit info card

Go to Portfolio → Units and click a unit. Its info card holds the size, paint colors, water heater, water shutoff, breaker panel, how to get in, appliances and notes. It also shows the unit's repair history, make-ready checklist and inspections. Fill this in once and your maintenance team will thank you.

Update all properties

PropFlow posts rent and late fees on its own every night. If you have more than one property, the owner sees an Update all properties button on Portfolio → Properties. It posts any missing rent, housing assistance and late fees for every month. Months already posted are left alone, so it's safe to click.

Questions

Why does the property show a "Tracking since" month?

That's the first month PropFlow keeps rent records for this property. Earlier months show as not tracked. It's set when the property is created or tenants are imported, and can't be changed on the settings page.

Where do I change the late fee?

On the property page, click Edit on the Settings card. See How late fees work.

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