How to do the everyday things

Open Properties and add a property.

Enter its name, choose Shop or House, and enter the monthly rent.

Save. It is now ready to attach tenants to.

Open Tenants and add a tenant.

Choose the property, then enter their name, phone number, and move-in date. The move-in date is when rent starts.

Set the rent due day. If you leave it empty, bills fall due on the 5th.

Add the security deposit and its date, the agreement end date, and the yearly increase percentage and next date if they apply.

Save the tenant.

Open Tenants and open the tenant's Documents dialog.

Choose a type: Aadhaar Card, Rental Agreement, ID Proof, Passport, PAN Card, or Other Document.

Upload a PDF, PNG, JPG, WebP, HEIC, or Word file of up to 20 MB.

Find and filter every uploaded document later from the Documents page.

Open Rent Bills.

Choose Generate This Month to create a bill for every active tenant.

Or leave automatic generation on in Settings, and bills are created for you.

Open Payments and choose Record Payment.

Find the tenant, or the property, and enter the amount received.

Choose Cash or Online, set the date, and add a reference such as a UPI transaction ID if you have one.

Save. A part payment marks the bill Partial and the balance updates everywhere, and a payment received rule, if you have one, sends the tenant a receipt message.

Open Rent Dues.

Read the list of rent that is overdue or due in the next 7 days, with the days late beside each tenant.

Open a tenant from the list to see their details and history.

Open Settings, then Print Templates.

Edit the rent bill, water bill, or receipt template and choose a paper size: 58mm roll, 80mm roll, A5, or A4.

Print from your browser wherever a bill or receipt is shown.

Open Settings, then Notifications, and choose Add channel.

Connect your SMS or WhatsApp gateway, or a webhook to Zapier, Make, n8n, or Slack. Preview the message with sample data.

Use Send test to confirm it works.

Add a rule: choose what to watch (a rent bill, an agreement renewal, a rent increase, or a payment received), how many days before or after, who receives it, and an optional send window. A payment received rule sends a receipt message as soon as you record a payment.

Open Tenants and find the tenant whose increase is due.

Choose Apply increase and check the suggested new rent.

Confirm. The property's rent is updated, unpaid bills from that date use the new rent, and the next increase moves a year on.

Open Tenants and edit the tenant.

Change their status to Past and save. A move-out prompt appears.

Confirm the deposit amount refunded, which starts at the full deposit, and the refund date.

Save. The tenant now appears under Past.

Switch on the Water billing add-on under Settings, then Billing.

Set your rate per 1,000 litres in Settings.

Add a meter to each property under Water Meters.

Use Issue Bill to look up a meter and generate this month's water bill from its latest reading.

Record the payment from Payments, the same way as for rent.

Open Settings, then Team, and choose Add member.

Enter their email and choose what they can access, section by section.

An email with no login gets one, and an existing login is invited to your account.

Change or remove their access at any time.

Press Ctrl+K, or Cmd+K on a Mac, from any page.

Type a name, phone number, or bill ID.

Pick a result to jump to it.

Open Audit Log.

Browse the list to see who made each change, what changed, and when.

Reminders sent, failed, or skipped are recorded in the same history.