Frequently asked questions

Do I need to create a password? No. You sign in with your registered email address and a one-time code sent to that inbox each time. See "Signing in."

I work with more than one property, or more than one contractor company. Do I need separate logins? No. If your email is registered as a contact for more than one company, one sign-in gives you access to all of them. A switcher lets you view everything together or focus on one company at a time.

Can I change or delete an invoice after I submit it? There is no edit option in the portal once an invoice has been submitted. If something on it needs to change, contact the property directly.

Will I be told if someone changes my company's bank details? Yes, if it was not you. Every other contact at your company gets an emailed notice saying the details changed, when, and who changed them. The person who made the change does not get that notice, since they already know.

Does every property work the same way for invoices? Mostly, but not entirely. Some properties do not yet have full accounting turned on. You can still submit an invoice to them, but it is filed against the job and the property is notified directly rather than being tracked as a formal expense, so you should follow up with them about payment in that case.

How will I know an invoice has been paid? Check its status on the Invoices tab. Once it is marked paid, the date appears alongside it, and it is reflected in your "Paid" totals at the top of that tab.