Help Library
Top Tips 📝
- Renters' Rights Act: What We Are Doing
- Managing your leads more effectively
- From Feedback to Follow-Ups: Maximise Your Time
- Best Practices for Managing Deposits
- Tenancy Agreements Made Easy 📄
- ✅ Upgrade Your Maintenance Workflow
Contacts
- How to register a landlord
- How to register a vendor
- How to register a tenant
- How to register a buyer
- Updating contact details
- Deactivating contacts
Properties
- How to add a lettings property
- How to add a sales property
- How to add a commercial property
- How to upload photos for a property
- How to upload floorplans for a property
- Enhancing your property listings with room details, features and restrictions
Marketing
- Setting up your portals
- Updating your portal listings
- Excluding a property from one or all portals
- “New & Exclusive” Listings at On The Market
- Brochures and Window Cards
- Marketing properties on your website
Applicant Matching
Sale Progression
Lettings Management
- Setting up a new tenancy
- Setting up in-flight lettings
- Recording a payment from a tenant
- Importing tenant receipts from a bank statement/CSV
- Lodging a deposit at a protection scheme
- Deposit Scheme Integrations
Property Management
- Managing suppliers
- Recording supplier invoices
- Recording maintenance jobs
- Maintenance notes and responsibility
- Property expenses
- Marking a fee or expense as paid directly by the landlord
General
- Setting up members of staff
- Changing company contact details
- Setting up multiple branches
- Dashboard
- Branch and personal diary
- Setting Up Diary Teams
Client Hub
- Client Hub Introduction
- What data can clients see on the Hub?
- How to create a logon to the Hub
- Managing a Hub logon
- Testing out your Hub for the first time
- Client Hub Link
Release Notes
- 20th May 2025
- 28th March 2025
- 16th December 2024
- 21st October 2024
- 6th September 2024
- 11th December 2023