Recommended workflow
- 01
Secure the owner login
Use your individual invitation and avoid sharing one portal password among partners or staff.
- 02
Review statements consistently
Choose a monthly review rhythm and compare income, expenses, work orders, and open decisions.
- 03
Use structured approvals
When authorizing work, identify the scope, cap, property, and any condition that management must follow.
- 04
Ask ledger questions safely
Reference the date and charge without sending banking credentials or payment-card information.
- 05
Document the outcome
Keep the final invoice, work-order result, and management response connected to the property record.
Keep this checklist nearby
- Review owner statements monthly
- Keep insurance and tax contacts current
- Respond to approval requests promptly
- Use secure document paths for leases and reports