Congratulations on being a landlord!
This means you were able to not only to invest in your own home but also to make investments in rental properties. As you know, owning rental properties is a great long term investment. Additionally, renting out properties is a great way to earn passive income! Nevertheless, you have decided to take on the responsibility that comes with owning rental properties. Managing tenants and maintaining good property conditions can be time intensive and even worrisome, so we're here to help make all that easier!
ManageCasa has everything you need to organize your properties, create micro-communities with your tenants around each property unit, set up lease terms, receive reminder notifications and automation your income statements. You'll have oversight on repair and maintenance tasks, which can be especially helpful if you have multiple properties. This short guide shows you how to:
- Create your landlord account
- Get started with the setup guide
- Understand your dashboard
- Add or find your property
- Add tenants, property managers, or other property members
- Add contacts
- Add maintenance tickets
- Use the accounting features
- Add files and documents
1) Create your landlord account:
Creating an account is very easy! When you click the sign up button on www.ManageCasa.com, you will be asked which profile type you want to create. Regardless of whether you own 1, 5, 10 or 20 rental units, the "Landlord" account is a perfect choice for you if you want to simplify your property management efforts.
Once you've chosen that you are a landlord, the only thing left to do is complete the account registration by entering your first and last name, email and a password!
Enter the number of properties you are managing. ManageCasa provides every landlord with a 45 day free trial to try out our awesome features, but landlords with three properties and under can continue to use our tools for free. If you are selecting more then three you will be asked to enter your credit card information, but we will not charge your credit card till the trial period is over. If you decide you want to discontinue the service before the trial period ends, you will be able to so. Users that select 1-3 properties will be able to use the service for free without having to enter the credit card information.
NOTE: CONFIRM YOUR ACCOUNT WITH THE EMAIL YOU RECEIVED AFTER REGISTRATION.
2) How to get started with the setup guide
After registration, completing your basic profile is quick and easy.
- Add your avatar
- Create the property profiles for each of your rental property units
- Add all your tenants to your property units. See below:
Adding your property:
As a landlord, you might own single property units like single family homes, town-homes or single condos within a multi-condo building OR you could own entire multi-unit buildings. ManageCasa allows you to create a mix of single unit properties and multi-unit buildings. Simple select the type of property, start entering your property's address into the address field and Google address auto lookup will help you to select your correct address. If you have selected single property units you will be able to add the amount of bathrooms and bedrooms as well as the square footage of the property unit. If you selected 'multi-unit', you can create multiple units within this multi-unit property listing. With each unit you are able to add the correct information, and at the end you will have a multi-unit building that you are managing as well as each unit by itself.
If you are interested in adding multiple properties you simply select 'save & add new property'. If you are interested in saving and moving forward you select 'save & close'.
Adding and inviting new members:
After you have created all of your property units, inviting and adding your tenants to each of your properties will complete your initial setup.
You can select if you want to invite them or just have them created for your own visibility on your account. We absolutely recommend to invite them since you will be able to discuss topics around the house and give them the capability to submit maintenance issue to you. If you invite them, they will receive an invitation to create an account and will once joined be a member to your property so that you can share and get things done together.
NOTE: Tenants will have their own tenant view and will never see your private information.
Once you have completed all three steps in the setup guide you will see a green bar allowing you to enter your dashboard.
3) Dashboard Introduction
If you have gone through the setup guide and followed all steps you are already ready to go with your rental properties (you can view all properties created in the upper left corner that you can expand). The activities section of the timeline acts as a historical timeline of your properties on ManageCasa.
On the top you see three widgets that will show you status of
- All open Maintenance tickets that you or your tenants have created
- All rental income and property related expenses from the current month that has been recorded and marked as received/paid.
- Any homeowner or renters insurance that is active through ManageCasa (coming soon).
On the right side you see 3 widgets that will show you status of
- An accounting chart with the income and expense numbers over the past 6 months.
- Any upcoming events that you need to be aware off (coming soon)
- A calendar
On the left side you see the properties as well as a set of menu items that allow you to dive deeper into topics that are explained further below.
4) How to add contacts
For landlords, the contacts section offers one focused list of all parties that you usually need to engaged around your rental properties. This obviously includes your tenants, but can also be your contractors that do fixes around your properties or vendors like HOA (Home Owner Association), service providers like PG&E, or internet providers, etc.
When you create contractor profiles you can assign maintenance or home renovation projects to them. When you record property expenses in the accounting portal on ManageCasa you can select payee's (vendors or contractors) that you pay.
5) Adding maintenance tickets:
When you operate rental properties, there is always something to fix. The hassle is the coordination of issues around the house between your tenants and yourself. A cabinet breaks, the light switch doesn't work anymore, or water is dripping out of your kitchen faucet -- just to name a few examples. Within the maintenance tab on ManageCasa your tenants and you can simply create a maintenance record by documenting the issue, adding images and assigning the urgency level to the ticket. Within the maintenance ticket you and your tenants can have a discussion about the issue that is well-documented for later review if needed.
Simply press 'add request' and you will be able to begin. You can enter who the requester was (you or any tenant), what type of issue it is, if it's new or already existed before, describe the issue, attach any image (this works extremely on mobile since you can simply attach from your photo album) and schedule the repair.
Once you save the ticket it is added to the overall dashboard of all maintenance issues that are either new, in progress or resolved. This overview gives you a snap shot of all issues around your rental properties and allows you to systematically work to resolve them.
You will see on the dashboard which property unit is causing the most issues of all your rental properties.
6) Accounting Capabilities:
Landlords must keep track of monthly rent income and property-related expenses such as HOA fees, mortgage rates, etc. ManageCasa has a simple accounting module which helps you to organize and consolidate all your records in a simple way without having to become an accountant. Our accounting tool allows you to track rent paid by each of your tenants to mortgages you may currently be still paying, HOA fees on your property, and even home improvements that will act as investments when tax season rolls around. ManageCasa's accounting tool allows you to record and categorize all types of expenses, and attach invoices and payment receipts to each transaction and manually reconcile with your bank statement.
To create a transaction click into 'Add Transaction', and select 'Income'. Here you can select the payer or create a new one right from within the dropdown (opens a pop-up), categorize the type of income, the due date, amount and if it is recurring income.
If you want to mark the rent income record as paid, you simply continue filling out the rest of the information and the payment will be added to your accounting records and will display in the chart on the accounting overview page.
The 'recurring' tool is particularly helpful for setting automatic expense payments you must make as a landlord, and also for rent payments from tenants, helps serve as a remind for both you and them.
For example: You pay every 1st of the month a $324 HOA fee - you can create such an expense record once by selecting 'recurring' and the record will be created every month. You only have to reconcile that you actually made this payment so that you can track all payments through the year.
The same works for rent income. The rent income that you mark as ''recurring' gets created every month and you have to only reconcile that you actually have received the payment as well. At the end of the year you will have reports that you can run to see the total rent by property unit, across property units as well as any delinquencies.
7) Adding files and documents
Landlords juggling one or more properties know how much of a headache it can be to try to track down documents designated for each property. ManageCasa's file and document storage tool will take the hassle out of document management, and keep you organized. ManageCasa's 'Files' tab allows you to upload and designate folders and files to each property, and share it with the right people. These files are always accessible to you from the convenience of your computer or mobile device at any place at any time.
The files tab allows you to create folders to organize your documents accordingly. Simply create folders, drag & drop files into the space and upload them to ManageCasa. You can move files from the top level into a specific folder or remove them from there.
Within ManageCasa you and your tenants can share files with one another. To share with additional users, simply click on the settings icon to the left of each folder and file to share it with others.
We hope this was helpful! We appreciate you using ManageCasa for all your property management responsibilities and needs.
If you have any questions, feel free to contact us via the chat tool on the lower right corner of our website www.managecasa.com. If you have any suggestions for new features that we should add, please send us a feature request on our manage tab called 'New Feature Request' here https://www.managecasa.com/manage
-The ManageCasa team