PEOPLE >DASHBOARD
How can I view the people dashboard for all months on one screen?
Step 1:Click on the people icon.
Step 2:Click on the dashboard and just scroll down , you can see all the details on every property individually.
People > Lead
How do I add a new lead?
Step 1:Tap the people icon located in the bottom navigation menu,Click on lead option.
Step 2: Click on + button or three dots on the RH side.
Step 3: A pop up will appear. Click on add new lead option.
Step 4: In the add lead screen enter the following details:
Name
phone number
alternate number
add date
PG name
select source of lead
select rent range
select status for lead
fill token amount
select gender
select room type
select facilities
Step 5: click on add lead.
How can I edit lead details?
Step 1:Tap the people icon located in the bottom navigation menu,Click on lead option.
Step 2:Click on tenant card.
Step 3: edit page will appear.
Step 4: edit the option.
Step 5: click on done.
How can I delete the tenant lead card?
Step 1: Tap the people icon located in the bottom navigation menu, Click on lead option.
Step 2: swipe left to the tenant lead card.
Step 3: click on delete.
Step 4: click OK.
How can I view lead summary for all properties?
Step 1:Tap the people icon located in the bottom navigation menu,Click on lead option.
Step 2: Refer to the lead summary
How can I view lead summary for individual pg?
Step 1:Tap the people icon located in the bottom navigation menu,Click on lead option.
Step 2:
Step 3:
How can I share a website with the tenant?
Step 1:Tap the people icon located in the bottom navigation menu,Click on lead option.
Step 2: click on share website on the tenant lead card.
Step 3: Select the tenant name.
Step 4:Click on the send icon.
PEOPLE>TENANT
How can I view tenant app status?
Step 1:Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2: A filter is available in the search box. Click on it.
Step 3: A pop up will appear, click on app status.
Step 4: Select the option click on apply.
How can I view tenant KYC status?
Step 1:Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2: A filter is available in the search box, click on it.
Step 3: A pop up will appear. Click on KYC status.
Step 4:Select the option and click on apply.
How do I check outstanding payments from tenants?
Step 1: Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2: A filter is available in the search box.Click on it.
Step 3: A pop up will appear. Click on Tenant status.
Step 4:Select the unpaid dues option.
Step 5: click on apply.
How can I view a list of tenants who have paid all their dues?
Step 1: Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2: A filter is available in the search box.Click on it.
Step 3: A pop up will appear. Click on Tenant status.
Step 4:Select the all dues paid option.
Step 5:Click on apply.
How do I check tenants who are currently under notice?
Step 1: Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2: A filter is available in the search box click on it.
Step 3: A pop up will appear. Click on Tenant status.
Step 4: Select the under notice option.
Step 5: Click on apply.
How can I check the approval status for pending tenant applications?
Step 1: Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2: A filter is available in the search box.Click on it.
Step 3: A pop up will appear. Click on Tenant status.
Step 4:Select the pending approval option.
Step 5:Click on apply.
How can I view new tenant status?
Step 1: Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2: A filter is available in the search box.Click on it.
Step 3: A pop up will appear. Click on Tenant status.
Step 4:Select the new tenant option.
Step 5:Click on apply.
How can I add a single tenant?
Step 1: Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2:Click on + button to add a tenant
Step 3:Click on Add Tenant".
Step 4: On the "Add Tenant Screen" enter the following details.
Name
Phone No
Whatsapp opt-in
Tenant Room*
Move in
Fixed Rent
Security Deposit
Step 5:Review all the details & click on the "Add Tenant" button.
How can I add tenant attendance?
Step 1: Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2:Click on the CTA "More".
Step 3:Click on the CTA "check attendance".
Step 4: the attendance page will open, mark the option .
Step 5: click on save attendance.
How can I mark tenant leave ?
Step 1: Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2:Click on the CTA "More".
Step 3:Click on the CTA "check attendance".
Step 4:Scroll to or search for the concerned tenant.
Step 5: click on the tenant card menu.
Step 6:choose mark leave option.
Step 7: a page will open, select the dates and click on save button.
How can I check the attendance history of a tenant?
Step 1: Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2:Click on the CTA "More".
Step 3:Click on the CTA "check attendance".
Step 4: Scroll to or search for the concerned tenant.
Step 5: click on three dots on tenant card.
Step 6: Click on check history option.
Step 7: Click on the specific date .
How do I add multiple tenants in bulk?
Step 1: Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2:Click on the CTA "More".
Step 3:Click on the CTA "Add Bulk Tenant".
Step 4:Download the upload file format.
Step 5: Add all your tenant data to that file & upload it.
Step 6: All tenants will be added within 2-3 hours.
How do I send bulk E-KYC request?
Step 1: Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2:Click on the CTA "More".
Step 3:Click on the CTA "Send bulk E-KYC request".
How do I delete a tenant?
Step 1: Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2:Scroll to or search for the concerned tenant & swipe left on the card.
Step 3:Click on "Delete Tenant" button.
Step 4: A confirmation popup will come
Click on no to cancel it.
Click on yes to delete the tenant
How do I shift a tenant from one room to another?
Step 1: Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2:Find the tenant you want to switch room. Swipe left tenant card, tenant current room details will open.
Step 3: Select a new room for this tenant from the list and then click on the "move tenant" button.
Step 4: The tenant has successfully moved to the new room.
Tip: Keep in mind that all the documents, all the passbook details, accounting details, all these things will be shifted to the new room.
How do I change the property a tenant is living in?
Step 1: Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2:Scroll to or search for the concerned tenant & swipe left on the card.
Step 3:Click on the "Change property" button.
Step 4: A pop up will appear, choose the property.
Step 5:Select room, click on move button.
How do I evict a tenant?
Step 1: Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2:Scroll to or search for the concerned tenant & swipe left on the card.
Step 3:Click on the "Give notice " button.
Step 4:Now the eviction screen will open. Choose the date of eviction for this tenant
Step 5:Enter the reason for leaving & then click on the lock eviction date button.
Step 6:When you click on the lock eviction date, you will see a summary of all the dues and the available security deposit. You can adjust all the unpaid dues from the security deposit or record them as paid.
Step 7:You will find two CTAs; Adjust All Dues and view the passbook click on the View passbook button. You will find all the unpaid dues listed here . You can adjust all the unpaid dues or receive all the unpaid dues right from security deposit.
Step 8:Then you will find two buttons cancel eviction and confirm.
Step 9:Click on Cancel eviction to cancel the eviction and click on Confirm eviction to complete the eviction. Now this tenant will be evicted on the date selected by you automatically.
Tip: Keep in mind that this tenant will go into the old section and all their data will be retained.
How do I cancel a tenant's eviction?
Step 1: Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2:Scroll to or search for the concerned tenant & swipe left on the card.
Step 3:Click on the "Give notice " button.
Step 4:Now the eviction screen will open.
Step 5:Then you will find two buttons cancel eviction and confirm.
Step 6:Click on Cancel eviction.
Step 7: A pop will appear, click on yes cancel.
How do I edit my tenant’s profile?
Step 1: Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2:Scroll to or find the concerned tenant & click on the card.
Step 3: Tenant's Profile will open.
Step 4:Click on the "edit" button to enable the edit mode.
Step 5: You'll be able to edit the following things:
Renting details
Personal Details
Documents
Name
Rent
SD
Room
DOJ
DOL
Remark
Phone No
Email
DOB
Address
Parent Details
Local Guardian Details
Step 6:Review all the edited details & click on the "Save" button.
How do I change/edit a tenant's phone number & email address?
Step 1: Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2: Scroll to or find the concerned tenant & click on the card.
Step 3: Tenant's Profile will open.
Step 4:Click on the "edit" button to enable the edit mode.
Step 5: Find the fields phone no & email under tenant's personal details section.
Step 6: Enter the new phone number & email.
Step 7:Click on the "Save" button to update these details
How do I connect with a tenant?
Step 1: Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2:Scroll to or find the concerned tenant & click on the card.
Step 3: A page will open with profile details. In Tenant's Ekyc" section click on the "Remind Tenant" button.
Step 4: A reminder will be sent to the tenant via whatsapp to join your property.
Step 5: Tenants will check their whatsapp for the invitation link & click on it.
Step 6:Tenants will review all details & then complete the digital joining process.
Tip: A green tick to the right of your tenant’s name means that you’re connected, while no tick means you are not, or that the invitation is pending.
How do I view a tenant profile?
Step 1: Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2:Scroll to or find the concerned tenant & click on the card.
Step 3:Tenant's Profile will open.
Tip: You can also switch to the Joining form or the Passbook tab.
How can I contact the parents of the tenant?
Step 1: Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2:Scroll to or search for the concerned tenant & swipe left on the card.
Step 3:Click on the call parents button.
How do I submit the identification documents for the tenant's parents?
Step 1: Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2:Scroll to or find the concerned tenant & click on the card.
Step 3: A page will open with profile details.Scroll down the page and click on the "parents IDs".
Step 4:Click on New upload. A pop up will appear with two options.Camera and gallery.
Step 5: if you want to upload by camera select camera option or by gallery select gallery option.
Step 6: if you select gallery option, a gallery will open , select the documents and click on done or if you select camera option camera will open,click the documents picture and click on upload button.
How can I upload tenant documents?
Step 1: Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2:Scroll to or find the concerned tenant & click on the card.
Step 3: A page will open with profile details.In the documents section, click on upload button, in govt. id card.
Step 4: A pop up will appear with two options. Camera and gallery.
Step 5: if you select gallery option, a gallery will open , select the documents and click on done or if you select camera option camera will open,click the documents picture and click on upload button.
Tip: you can upload the tenant's college ID, job ID, other documents from here
How can I edit tenant documents?
Step 1: Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2:Scroll to or find the concerned tenant & click on the card.
Step 3: A page will open with profile details.In the documents section, click on upload button, in govt. id card.
Step 4: A pop up will appear with two options.Camera and gallery.click on gallery, photos will open.
Step 5:Select document, click on edit button.
Step 6:after editing , click on save option.
Step 7: click on upload button.
How can I delete tenant documents?
Step 1: Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2:Scroll to or find the concerned tenant & click on the card.
Step 3: A page will open with profile details.In the documents section, click on upload button, in govt. id card.
Step 4: A pop up will appear with two options: Camera and gallery, click on gallery, photos will open.
Step 5:Select document after editing, click on save option.
How can I upload rental agreement manually?
Step 1: Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2:Scroll to or find the concerned tenant & click on the card.
Step 3: A page will open with profile details.swipe left to the documents card.
Step 4: On rental agreement card, click on upload manually button.
Step 5: A file will open, select the document.
How can I upload tenant police verification form manually?
Step 1: Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2:Scroll to or find the concerned tenant & click on the card.
Step 3: A page will open with profile details.swipe left to the documents card.
Step 4: on police verification card, click on upload manually.
Step 5: A file will open, select the document.
How can I view tenant joining form?
Step 1: Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2:Scroll to or find the concerned tenant & click on the card.
Step 3: Tenant's Profile will open.click on joining form option.
Step 4: Tenant joining form will open.
How can I view tenant passbook?
Step 1: Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2:Scroll to or find the concerned tenant & click on the card.
Step 3: Tenant's Profile will open.click on passbook option
Step 4: Tenant passbook will open.
How can I generate a late fine for the tenants?
Step 1: Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2:Scroll to or find the concerned tenant & click on the card.
Step 3: Tenant's Profile will open click on the passbook option.
Step 4: Select the late fine option then go to late fine settings
Step 5: Click on enable button, enter late fine amount, grace period, property then click on save late fine button.
How can I stop automatic late fines for the tenant?
Step 1: Tap the people icon located in the bottom navigation menu, click on tenant option.
Step 2:Scroll to or find the concerned tenant & click on the card.
Step 3: Tenant's Profile will open.click on the passbook option.
Step 4:Select the late fine option.
Step 5: click on the toggle button
PEOPLE>BOOKING
How do I add a booking?
Step 1:Click on the people icon located in the bottom navigation menu, click on booking option.
Step 2:Click on the add booking button. And fill out all the required renting details same as you would do for any tenant.
Step3:Now, keep in mind that a booking is a future tenant, which means that the date of joining of a booking will always be on a future date and their rent dues will be added to their DOJ.
Step 4:Finally, review all your added renting details & click on the "Add booking" button to add this booking.
How can I update the tenant's Date of Joining (DOJ)?
Step 1:Click on the people icon located in the bottom navigation menu, click on booking option.
Step 2:Scroll to or find the concerned tenant.
Step 3:Click on change DOJ option.
Step 4: Tenant profile details will open, go to renting details section .
Step 5: Click on the date of joining, update DOJ then click OK.
Step 6:Click on save.
How can I cancel a tenant's booking?
Step 1:Click on the people icon located in the bottom navigation menu, click on booking option.
Step 2:Scroll to or find the concerned tenant.
Step 3:Swipe left to the tenant card.
Step 4:Click on delete booking option.
Step 5:Click on Yes button.change room for a booking
How can I change rooms for a booking?
Step 1:Click on the people icon located in the bottom navigation menu, click on booking option.
Step 2:Scroll to or find the concerned tenant.
Step 3:Swipe left to the tenant card.
Step 4:Click on the change room option.
Step 5: Select room number, click on the move option.
How can I change property for a booking?
Step 1:Click on the people icon located in the bottom navigation menu, click on booking option.
Step 2:Scroll to or find the concerned tenant.
Step 3:Swipe left to the tenant card.
Step 4:Click on the change property option.
Step 5:choose property,room number,click on move button.
PEOPLE>OLD
How can I search for the evicted tenant?
Step 1:Click on the people icon located in the bottom navigation menu, click on the old option.
Step 2: click on the search , enter the concerned tenant name .
How can I access a list of all previously evicted tenants?
Step 1:Click on the people icon located in the bottom navigation menu, click on the old option.
Step 2: A filter is available in the search box.Click on it.
Step 3: A pop up will appear, select the date range option.
Step 4:Select all time option,Click on apply.
How can I see the list of tenants who were evicted today?
Step 1:Click on the people icon located in the bottom navigation menu, click on the old option.
Step 2: A filter is available in the search box.Click on it.
Step 3: A pop up will appear, select the date range option.
Step 4:Select Today option, click on apply.
How can I see the list of tenants who were evicted yesterday?
Step 1:Click on the people icon located in the bottom navigation menu, click on the old option.
Step 2: A filter is available in the search box.Click on it.
Step 3: A pop up will appear, select the date range option.
Step 4:Select yesterday option, click on apply.
How can I access the list of tenants who were evicted in the past 7 days?
Step 1:Click on the people icon located in the bottom navigation menu, click on the old option.
Step 2: A filter is available in the search box.Click on it.
Step 3: A pop up will appear, select the date range option.
Step 4:Select the last 7 days option, click on apply.
How can I access the list of tenants who were evicted in the past 30 days?
Step 1:Click on the people icon located in the bottom navigation menu, click on the old option.
Step 2: A filter is available in the search box.Click on it.
Step 3: A pop up will appear, select the date range option.
Step 4:Select the last 30 days option, click on apply.
How can I see the list of tenants who were evicted in previous month?
Step 1:Click on the people icon located in the bottom navigation menu, click on the old option.
Step 2: A filter is available in the search box.Click on it.
Step 3: A pop up will appear, select the date range option.
Step 4:Select the last previous month option, click on apply.
How can I see the list of tenants who were evicted in last 3 months?
Step 1:Click on the people icon located in the bottom navigation menu, click on the old option.
Step 2: A filter is available in the search box.Click on it.
Step 3: A pop up will appear, select the date range option.
Step 4:Select the last 3 months option, click on apply.
How can I see the list of tenants who were evicted in the last 6 months?
Step 1:Click on the people icon located in the bottom navigation menu, click on the old option.
Step 2: A filter is available in the search box.Click on it.
Step 3: A pop up will appear, select the date range option.
Step 4:Select the last 6 months option, click on apply.
How can I see the list of tenants who were evicted in the last 12 months?
Step 1:Click on the people icon located in the bottom navigation menu, click on the old option.
Step 2: A filter is available in the search box.Click on it.
Step 3: A pop up will appear, select the date range option.
Step 4:Select the last 12 months option, click on apply.
How can I see the list of tenants who were evicted in the previous year?
Step 1:Click on the people icon located in the bottom navigation menu, click on the old option.
Step 2: A filter is available in the search box.Click on it.
Step 3: A pop up will appear, select the date range option.
Step 4:Select the previous year option, click on apply.
How can I view the list of tenants who were evicted within a specific custom date range?
Step 1:Click on the people icon located in the bottom navigation menu, click on the old option.
Step 2: A filter is available in the search box.Click on it.
Step 3: A pop up will appear, select the date range option.
Step 4:select the custom date range option.
Step 5: A page will open,select the specific date, click on save button.
Step 6: click on apply.
How to check pending dues of evicted tenants with loss?
Step 1:Click on the people icon located in the bottom navigation menu, click on the old option.
Step 2: A filter is available in the search box.Click on it.
Step 3: A pop up will appear, select the pending dues option.
Step 4:Select the with loss option, click on apply.
How to check pending dues of evicted tenants without loss?
Step 1:Click on the people icon located in the bottom navigation menu, click on the old option.
Step 2: A filter is available in the search box.Click on it.
Step 3: A pop up will appear, select the pending dues option.
Step 4:Select the without loss option, click on apply.
How to permanently delete an old tenant?
Step 1::Click on the people icon located in the bottom navigation menu, click on the old option.
Step 2:Scroll to or find the concerned tenant.
Step 3:Swipe left to the tenant card.
Step 4: click on the permanent delete option.
Step 5: A confirmation pop up will come, click on yes delete.
How do I add back a tenant?
Step 1:Click on the people icon located in the bottom navigation menu, click on the old option.
Step 2:Scroll to or find the concerned tenant.
Step 3: On the tenant card , click on add as tenant option.
Step 4: Add tenant screen will open.
Step 5: You can review & edit all the details.
Step 6:There will be an *Add back loss" checkbox;
Keep it unchecked to not add back any loss.
check it to add back loss as unpaid dues.
Step 7:Click on the *Add Tenant" button to add the tenant.
PEOPLE>TEAM
How can I add a new team member?
Step 1:Click on the people icon located in the bottom navigation menu, click on the team option.
Step 2:Click on add team option.
Step 3: Select the name, number and designation.
Step 4: select"yes ", click on continue.
TIP: If you want to add in all properties , select" YES "or you want to add in single property select "NO".
How can I edit team member personal details?
Step 1:Click on the people icon located in the bottom navigation menu, click on the team option.
Step 2: search for the team member's name.
Step 3:Click on the team member card.
Step 4: Team member profile will open.
Step 5:Click on the "edit" button to enable the edit mode.
Step 6: Find the field details under the personal detail section.
Step 7:Enter the new details, click on save button.
How can I upload team member documents?
Step 1:Click on the people icon located in the bottom navigation menu, click on the team option.
Step 2: Search for the team member's name.
Step 3:Click on the team member card.
Step 4: Team member profile will open.
Step 5: In KYC section, click on the upload button.
Step 6: A pop up will appear with 2 option camera and gallery.
Step 7: if you want to upload a document by camera click on camera, click the picture and click on save button.
Step 8:: if you want to upload a document by gallery click on gallery option,select the document .
Step 9: click on upload.
How can I add team member bank details?
Step 1:Click on the people icon located in the bottom navigation menu, click on the team option.
Step 2: Search for the team member's name.
Step 3:Click on the team member card.
Step 4: Team member profile will open.
Step 5: scroll down and click on the bank details option.
Step 6: click on edit button.
Step 7: Enter the details, click on save button.
How can I update team member app access?
Step 1:Click on the people icon located in the bottom navigation menu, click on the team option.
Step 2: Search for the team member's name.
Step 3:Click on the team member card.
Step 4: Team member profile will open.
Step 5: click on property access.
Step 6: On the pg card, click on view app access option.
Step 7:click on YES button and click on save changes button.
How can I remove team member app access?
Step 1:Click on the people icon located in the bottom navigation menu, click on the team option.
Step 2: Search for the team member's name.
Step 3:Click on the team member card.
Step 4: Team member profile will open.
Step 5: click on property access.
Step 6: click on the remove app access.
How can I share login access of app with the team member?
Step 1:Click on the people icon located in the bottom navigation menu, click on the team option.
Step 2: Search for the team member's name.
Step 3:Click on the team member card.
Step 4: Team member profile will open.
Step 5: click on property access.
Step 6: click on share login access of app.
How can I give access for the cash collection?
Step 1:Click on the people icon located in the bottom navigation menu, click on the team option.
Step 2: Search for the team member's name.
Step 3:Click on the team member card.
Step 4: Team member profile will open.
Step 5: click on property access.
Step 6: On the PG card, click on view app access option.
Step 7:Click on the toggle button to give OTP cash access.
How can I remove access for the cash collection?
Step 1:Click on the people icon located in the bottom navigation menu, click on the team option.
Step 2: Search for the team member's name.
Step 3:Click on the team member card.
Step 4: Team member profile will open.
Step 5: click on property access.
Step 6: On the PG card, click on view app access option.
Step 7:Click on the toggle button to remove the Cash OTP access.
How do I edit the admin account?
Step 1:Click on the people icon located in the bottom navigation menu, click on the team option.
Step 2:Swipe left to the admin card and click on edit.
Step 3: A page will open click on edit button to enable the edit mode.
Step 4: Enter the relevant information.
Step 5:Click on save button.
How do I delete team members?
Step 1:Click on the people icon located in the bottom navigation menu, click on the team option.
Step 2: Search for the team member's name.
Step 3:swipe left to the tenant card.
Step 4:Click on delete option.
Step 5: A confirmation pop up will appear, click on delete button.
How do I communicate with my team members?
Step 1:Click on the people icon located in the bottom navigation menu, click on the team option.
Step 2: Search for the team member's name.
Step 3:Click the 'Call' option on the team member's card to initiate a call.
How can I connect to the team members over whatsapp?
Step 1:Click on the people icon located in the bottom navigation menu, click on the team option.
Step 2: Search for the team member's name.
Step 3:Click on whatsapp option.