How can we help?

Sign in and follow the setup steps: add your agency details, then invite your staff. You can add branches later from Branches.

Go to Team, enter their email and choose a role. They join automatically when they sign up or sign in with that email.

Yes. Open Import, upload a spreadsheet (CSV or Excel), match the columns and review. Each row is checked and duplicates are refused.

Each property can hold units and rooms, so houses, HMOs, blocks and commercial units all fit one structure.

Invite them from their record. They see only their own properties, tenancies, documents and repairs.

From their portal. The report appears in Repairs for your team to triage and assign a contractor.

No. Submitted quotes are locked. Contractors send a revised quote instead, so you always see the history.

From each certificate's expiry date and your reminder period. Items show as compliant, due soon, overdue or missing.

AI can suggest dates and details from an uploaded certificate. A member of staff always checks and saves them.

Rent charges and payments are kept separate. Arrears cases open and close automatically each day using your grace period and minimum balance.

No. Posted entries can't be deleted — you post a correction instead, so there's a full trail.

Landlord payouts and bank-detail changes need approval from someone other than the person who requested them.