Getting Started

Getting Started with ManageCasa

• Property Managers: Welcome to ManageCasa!
• Associations: Welcome to ManageCasa!
• How do I give my administrative team access to my account?
• Getting Started Part 1: Set up your ManageCasa Account
• Getting Started Part 2: Verify your business and your identity
• Getting Started Part 3: Set up your accounting

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FAQ

• How to add a Vendor/Service Pro to the account
• How do I add contacts to my ManageCasa account?
• How do I invite my contacts to ManageCasa?
• How do I share my contacts with my account users?
• Where can I view my invoices for my ManageCasa account?
• Utilizing the Property Details View

Connecting and Verifying Company

• How do I edit my company information?
• Company Verification Walkthrough

Data Import and Export

• Import Data into ManageCasa
• Use our Bulk Upload Tools to Upload your Existing Data into ManageCasa
• Data Import: Vendors
• Data Import: Property Owners that belong to an association
• Data Import: Rental Property Owners
• Data Import: Associations (HOA's or COA's) and units

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