PRODUCT DOCUMENTATION
Start with one property.
Build a clearer operating routine.
Follow the work, not a list of screens. Set up your commercial property, verify the leases, connect the right services and give your team and tenants a dependable place to work.
Start with the property
TenantPoint launch checklist
Your first day, from property setup to a reviewed operating routine.
Your first week
Set up the important workflows in a practical order.
Set up your first property
Choose real setup or explore the separate sample-data experience.
Properties and spaces
Manage buildings, suites, occupancy and the property switcher.
Leases and rent
Upload and verify a lease
Check proposed terms against the signed document before using them.
The tenant record
Review contacts, current rates, clauses, documents and balances.
Rent steps and schedule
Keep current rent and future changes tied to verified lease terms.
Rent roll
Read occupancy, lease terms and scheduled rent together.
Banking, CAM and reporting
Connect a bank account
Connect through Plaid and review account purpose and sync status.
Review and reconcile transactions
Categorize and allocate bank activity without counting rent twice.
Set up CAM
Review lease-driven participation, sharing and allocation boundaries.
Actual CAM and year-end true-up
Review recoverable expenses and tenant statements before confirmation.
Operating statement and NOI
Understand property income, expenses and reporting periods.
Tenant experience and payments
Invite a tenant
Send the portal invitation to the tenant's checked contact email.
Choose tenant portal access
Control permitted sections and shared documents for each tenant.
Tenant maintenance requests
Follow issues, photos and tenant-visible updates.
Set up tenant ACH payments
Landlord Stripe onboarding, readiness and tenant preparation.
Pay rent by bank
Tenant authorization, processing status and what to do if payment fails.
ACH history, fees, returns and refunds
Distinguish processing from confirmed and handle refunds deliberately.
Operate and connect
Connect QuickBooks Online
Complete mappings, choose sync settings and review sync activity.
Create a work order
Capture the issue, responsibility, assignment and supporting records.
Move a work order to done
Keep status, vendor work and tenant-visible updates in one workflow.
Manage vendors
Maintain contractor contacts and review insurance certificates.
Billing and plans
Understand the trial, subscription, capacity and add-ons.
Troubleshoot common issues
Check context, access and provider state before changing records.
Need a hand with your workflow?
Use the signed-in Help Center for the complete article library, or contact us for help getting started. Keep tenant records, bank credentials and provider secrets out of support messages.