Common Questions and Support Documentation

• First-Time Setup Checklist
• Managing Multiple Properties
• How to Add Properties and Manage Access
• Accepting an Invite & Setting Up Your Account
• How to Accept an Invite
• Understanding Your Dashboard
• What is AllProperly?
• How to Delete a Property
• How to Edit Property Details
• Transferring Property Ownership

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• Creating Your To-Do List of Tasks
• How to Create a Task
• Track Due Dates on Your Calendar
• Keep Records of Completed Tasks Using Reports
• Uploading Notes or Photos
• How to Complete a Task
• How to Set Due Dates & Reminders
• How to Assign a Task to Someone
• How Recurring Tasks Work
• Viewing and Completing Tasks

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• How to Remove Access
• How to Join a Shared Property
• What Can You Do as a Friend?
• What Each Role Can Do
• What Can You Do as a Property Manager?
• What Can You Do as a Family Member?
• Invite Someone to a Property
• Change a User's Permissions
• Understanding Roles
• What You Can Do as an Account Owner

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• Tracking Monthly & Yearly Costs
• Viewing Reports & History
• Planning for Major Home Expenses

• Payment Issues & Troubleshooting
• Manage Your Subscription
• How to Upgrade or Downgrade Your Plan
• How to Cancel Your Subscription

• Why Can’t I Access a Property?
• Invite Not Working
• Something Looks Wrong on My Dashboard
• Why Didn’t My Data Save?
• Troubleshooting Integrations
• Why Can't I See all the Information for a Property?
• How to Leave or Remove Yourself from a Property