Question 1

How do I create my first property in Property Management Hub?

Accepted Answer

From your dashboard, open Properties and click Add Property. Enter the name, address, and type, then save. From there you can add units, set rent amounts, and link an owner — the property is immediately available across tenants, maintenance, and accounting.

Question 2

How do I invite a tenant to their portal?

Accepted Answer

Open the tenant’s detail page and click Send Portal Invite. They receive a secure, token-verified registration link, and once they sign up they’re automatically linked to their own balance and payment history — you don’t need to connect anything manually.

Question 3

Can I import my existing properties and tenants at once?

Accepted Answer

Yes. Use the bulk import tool on the Properties page to upload a CSV of properties, units, and financial data. The import validates each row so you can fix issues before anything is saved.

Question 4

What’s the difference between the four portals?

Accepted Answer

Each portal is scoped to a role: tenants pay rent and submit maintenance, owners review financials and statements, vendors receive work orders and submit invoices, and staff manage day-to-day operations. A person only ever sees the records linked to them.

Question 5

Do I need a credit card to start my trial?

Accepted Answer

No. The 14-day trial requires no credit card. You only choose a plan and enter payment details when you decide to subscribe.

Question 6

How do I connect Stripe for rent collection?

Accepted Answer

Open a property’s settings and go to Banking to connect a Stripe account. Once connected, tenants see a Pay Rent button in their portal and can pay by card or bank transfer.

Question 7

Where do I configure late fees?

Accepted Answer

Late-fee rules live on each property under Settings. You can set a grace period, choose a flat or percentage-based fee, and even add tiered fees that kick in after more days overdue. A daily automated check applies them for you.

Question 8

Can I give a staff member access to only certain buildings?

Accepted Answer

Yes. When you invite staff, choose Specific Properties and pick the buildings they should manage. They’ll only ever see tenants, requests, and tasks for those properties.

Question 9

How does Auto-Pay work for tenants?

Accepted Answer

A tenant saves a payment method in their portal and chooses to pay the entire balance or a fixed amount each cycle. The system attempts the charge automatically on the scheduled date and records the payment — no manual entry needed.

Question 10

What payment methods can tenants use?

Accepted Answer

Tenants can pay by credit or debit card or by bank transfer (ACH). You can configure separate convenience fees for cards and ACH at the organization or individual property level.

Question 11

How are convenience fees handled?

Accepted Answer

You set card and ACH fee percentages and flat amounts in Settings; they can also be overridden per property. The tenant sees the fee breakdown before confirming a payment.

Question 12

Where do collected rents land?

Accepted Answer

Funds are deposited into the Stripe-connected account for the property — typically an operating account. You can also track a separate trust account for deposits on the same property.

Question 13

What happens when a payment is past due?

Accepted Answer

The balance stays visible in the tenant’s portal and your Payments page. Late fees are applied automatically based on the property’s rules, and you can send reminders or record a manual payment at any time.

Question 14

How does a tenant submit a maintenance request?

Accepted Answer

From their portal, a tenant describes the issue, selects a priority, and uploads photos. The request appears in your Maintenance queue already tied to the right property and unit.

Question 15

How do I assign a work order to a vendor?

Accepted Answer

Open the request and set the Assigned Vendor field. The vendor instantly sees the job in their portal with the address, description, and photos, and they update the status as they work.

Question 16

Can I track tasks tied to a maintenance request?

Accepted Answer

Yes. Each request has a tasks section where you can create inspection, turnover, or follow-up tasks and assign them to staff. Tasks also show up on the assignee’s dashboard.

Question 17

How do vendors get paid for completed work?

Accepted Answer

Vendors submit invoices through their portal, which land in your Bills queue. You review and mark them Paid once you’ve issued payment by check or bank transfer, and the vendor is notified automatically.

Question 18

What can owners see in their portal?

Accepted Answer

Owners see collected rent, expenses, net proceeds, and live statements for every property linked to them, plus any shared documents and e-signature requests.

Question 19

How are management fees calculated?

Accepted Answer

The Management Fee % on the owner record is applied to rent collected on their linked properties. The fee is retained and the remainder is the owner’s net proceeds.

Question 20

How do I disburse an owner payout?

Accepted Answer

Run an Owner Statement for the period, then record a Disbursement against the owner capturing the amount and method. If the owner’s bank account is connected through Stripe, you can send the transfer directly.

Question 21

Can I generate reports for my accountant?

Accepted Answer

Yes. The Reports page includes an income statement, rent roll, owner statements, accounts receivable, and expense-by-category views, all filterable by property and date range.

Question 22

How does Property Management Hub keep one tenant’s data private from another?

Accepted Answer

Every record is protected by row-level security, so a tenant only ever sees their own balance and requests, an owner only sees their properties, and a vendor only sees their assigned work — enforced automatically.

Question 23

What roles are available?

Accepted Answer

Admins have full access to manage the organization, properties, finances, and other users. Staff users handle day-to-day operations limited to the properties you grant them. Tenant, owner, and vendor roles are scoped to their own records.

Question 24

Is payment data stored in the app?

Accepted Answer

No. Card and bank details are tokenized and handled by Stripe’s PCI-compliant infrastructure; Property Management Hub only stores references and the last four digits for display.

Question 25

Can I remove a user’s access without deleting their history?

Accepted Answer

Yes. Editing or removing a staff member only changes their login and permissions — all the properties, tasks, and records they worked on stay in your account.

Knowledge Base

Getting Started with Portals

Setting Up the Tenant Portal

Onboarding Owners to the Owner Portal

Connecting Vendors to the Vendor Portal

Managing Staff Access & Roles

Frequently Asked Questions