Quick Start Guide

Before you start

Your Dashboard includes a getting started checklist that tracks your progress. Each step lights up with a green checkmark as you complete it. You can dismiss the checklist at any time and come back to it later.

1. Add your first property

1. From the Dashboard, click Add Property

2. Choose the property type (for example, Single-family home or Multi-unit building)

3. Enter the property address — autocomplete fills in details as you type

4. Add optional details like year built and square footage

5. Click Continue to create the property

Your property now appears in the Properties list and on your Dashboard.

2. Add rooms and areas

Areas are the physical spaces inside your property — rooms, floors, outdoor zones. Adding them lets you tag documents and records to specific parts of your home.

1. Open your property from the Properties page

2. Go to the Settings tab

3. Add areas like Kitchen, Garage, or Primary Bedroom

3. Add your first asset

Assets are the equipment and systems in your property — HVAC, water heater, appliances, roofing. Each asset can store its make, model, serial number, install date, and warranty info.

1. Open your property from the Properties page

2. Go to the Assets tab

3. Add an asset and fill in the details you have on hand

4. Add a vendor

Vendors are the contractors and service providers who work on your property. Adding them lets you link invoices, receipts, and contracts to the right company.

1. Go to Vendors in the sidebar

2. Click Add Vendor

3. Enter the vendor's name and contact details

You can also create vendors on the fly while reviewing documents in staging.

5. Upload your first document

1. Click Upload Document from the Dashboard or from inside a property

2. Drag and drop files or click to browse — PDFs, images, and CAD files are supported

3. You can upload multiple files at once

Your documents go to Document staging for AI analysis and review.

6. Review a document in staging

After uploading, documents land in staging where the AI suggests a name, category, and document type for each file.

1. Go to Documents in the sidebar

2. Click the Review Documents card at the top of the page — it shows how many documents are waiting

3. Check the AI suggestions and adjust the name, category, or document type if needed

4. Assign the document to a property and area

5. Link a vendor if the document is tied to one

6. Click Approve & Next to finalize and move to the next document, or Complete Review when you're on the last one

Approved documents move out of staging into your permanent document library.

7. Invite your team (Builder accounts)

This step appears on the checklist for Builder accounts only. If others need access to your properties and documents:

1. Go to Settings > Users and Permissions

2. Click Invite a user

3. Enter their email and choose a role:

   • Admin — full access, but cannot delete the account

   • Manager — can manage assigned properties and documents

   • Viewer — read-only access to assigned properties

Once you've completed all checklist steps, the checklist shows a "You're all set!" message that you can dismiss.

Good to know:

• Every checklist step is optional — you can skip ahead or complete them in any order

• Areas and Assets unlock after you add your first property

• Documents can also be uploaded by forwarding emails to your organization's unique upload address (find it in Settings > Business details under Document Upload Email)

Related Articles

• Uploading and Reviewing Documents

• Creating Your Account

• Generating a Report