Questions, answered

Click Get started, then use Proto to configure Property Management System for your business. Pilot one property with a current lease, a rent charge, a tenant receipt and a repair request before adding more units.

Yes. The unit record holds the property name, unit number, type and status. The availability list shows available, reserved and maintenance spaces, while the occupancy board includes occupied spaces.

The lease references a tenant in Parties and a space in Units. Review both links alongside the dates, rent and deposit before using the agreement for billing.

Receipt allocations record a separate applied amount for each charge. The collections team should confirm the receipt and check the amount available before allocating it.

Reverse the allocations tied to that receipt before reversing the payment. That keeps the charge trail understandable when the tenant asks what remains due.

Tenant maintenance records an issue against a lease. A service request records a unit issue with the requester and assigned worker. The coordinator uses the record that fits the handoff and reviews both when they describe the same incident.

An inspection links the unit and inspector with a date, condition and evidence attachment. The inspection evidence list helps a manager review the observation.

A Lease Reviewer checks the tenant, unit and terms. Agree the evidence and decision practice during setup, then rehearse a draft agreement with the person responsible.

Start with tenant contacts, staff records and unit identifiers. Then prepare leases, charges, receipts, allocations and property work with their source links. Implementation gives a pilot sequence.