How Accounts & Properties Work

Quick Answer

Your account is where you log in. Properties are what you manage. You can have multiple properties, and each property can be shared with different people.

The Simple Way to Think About It

  • Your Account = You
  • A Property = A home (or place you’re managing)
  • Access = Who else can see or help manage that property

How Properties Work

Each property is its own space where you can:

  • Track expenses
  • Create tasks
  • Plan future maintenance
  • Store notes and details
  • Invite others to help

Think of each property like its own “hub”

Sharing a Property

You can invite other people to a property and choose what they can do.

Each person gets access based on their role:

  • Owner
  • Property Manager
  • Family Member
  • Friend

Not everyone sees the same things

Multiple Properties

You can add more than one property to your account.

For example:

  • Your primary home
  • A rental property
  • A family member’s home

Each property stays separate but is managed from the same dashboard.

What to Expect

  • When you first create your account, it will feel empty
  • Once you add a property, everything starts to take shape
  • As you add tasks and details, your dashboard becomes more useful

Common Questions

Why can’t I see a property?

You may not have been invited, or your access hasn’t been accepted yet.

Why can’t I edit certain things?

Your role may limit what you can change.

Can I have more than one property?

Yes, you can manage multiple properties in one account.

  • How to Add a Property
  • How to Invite Someone to a Property
  • Understanding Roles & Permissions
  • Understanding Your Dashboard