Dashboard
💰 Financial Overview
CADTickets by Status
Severity
Issues by Unit
Utility by Unit
📅 Upcoming Tasks
Maintenance?
Tenants?
Send Message
Properties & Units?
Add Property
Add Unit
| Label | Property | Utility | Occupants | WA Group | Actions |
|---|---|---|---|---|---|
| Loading... | |||||
Contractors?
| Name | Phone | Role | Actions | |
|---|---|---|---|---|
| Loading... | ||||
Utilities?
| Unit | Type | Amount | Period End | Actions |
|---|---|---|---|---|
| Loading... | ||||
| Unit | Type | User | Portal URL | Notes | Actions |
|---|---|---|---|---|---|
| No credentials | |||||
⚡ Green Button Connect
ESPI StandardGreen Button is Ontario's standard for automated utility data access (OEB-mandated since Nov 2023). Connect your utility accounts to auto-import bills, or upload XML files downloaded from your provider portal. Supports 15 providers across Ontario.
Ontario Providers
Add Connection
Active Connections
📂 Upload Green Button XML (Download My Data)
Don't have API access? Download your Green Button XML file from your provider's portal and upload it here.
Financials
➕ Add Financial Record
| Date | Type | Amount | Tenant | Unit | Description | Actions |
|---|---|---|---|---|---|---|
| Loading... | ||||||
Rent Collection
🏦 Stripe Connect
Connect your bank account to receive rent payments directly via Stripe.
Tenant Screening
🔍 Tenant Screening
Run credit checks, criminal background checks, and identity verification on prospective tenants. Supports Certn, SingleKey, or manual entry.
➕ Request Screening
📋 Screening Reports
| Date | Applicant | Provider | Status | Credit | Criminal | Risk | Recommendation | Actions |
|---|---|---|---|---|---|---|---|---|
| No screenings yet | ||||||||
AI Agent?
Powered by Gemini🔧 Available Tools
WhatsApp Setup
📱 WhatsApp Connection
Checking…Landlord Numbers
Test Message
📊 Instance Info
Last Webhook
Reminders?
| Type | Unit | Day | Time | Style | Status | Actions |
|---|---|---|---|---|---|---|
| No reminders | ||||||
AI Usage & Token Tracking
Summary
By Task Type
Recent Agent Calls
| Time | Task | Model | Tokens | Tools | Duration |
|---|
Lease Management?
Expiring Soon (next 60 days)
Tips & Guides
🚀 Getting Started Checklist
Link your WhatsApp number so the AI can send and receive messages. Go to WhatsApp Settings.
Create your first property (building address) under Properties & Units.
Add at least one rental unit to your property.
Add a tenant with their WhatsApp number so they can message the AI.
Have your tenant (or yourself from another phone) send a message like "My faucet is leaking" to test the AI.
Turn on autopilot in the Dashboard to let the AI auto-reply to low-severity messages.
🏢 Properties & Units
▼👥 Tenants & Residents
▼🛠️ Maintenance Requests
▼🤖 Autopilot Settings
▼💰 Utility Billing & Splits
▼💬 WhatsApp Groups
▼⏰ Reminders
▼🧠 AI Agent
▼🧰 Contractors
▼📋 Lease Management
▼⚡ Power User Tips
Account
Profile
Plan & Usage
⚠️ Danger Zone
Permanently delete your account and all associated data — tenants, units, contractors, maintenance tickets, utility records, conversation history, WhatsApp instances, and settings. This cannot be undone.
⚙️ Settings
🤖 Autopilot
When enabled, the AI auto-replies to tenant messages. High/critical severity issues are always held for your approval.
How long the AI waits before replying (batches multiple messages)
Minimum time between auto-replies to the same tenant
Auto-replies pause when you message a tenant within this window
⏰ Lease & Reminder Timing
Control when follow-up nudges are sent for unpaid reminders and how far ahead lease expiry alerts go out.
Send a payment nudge after this many hours with no confirmation
Stop sending follow-ups after this many hours
Alert you this many days before a lease expires
