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Property Operator Help Center (EN)

Getting Started

Account & Settings

Where should I set the default currency for my account?

Please follow these steps to set the currency type displayed by the system: Step 1: Select [Profi...

How do I configure automatic charge generation rules?

Please follow these steps to configure your charge and bill generation rules: Step 1: Select [Pr...

How do I set up overdue reminders for charges?

Please follow these steps to configure your bill overdue reminder rules: Step 1: Select [Profile ...

How do I set the number of days for advance generation of recurring charges/bills?

Please follow these steps to configure the advance reminder rules for recurring bills: Step 1: Se...

How should I add and manage my bank account information?

How to Add My Bank Account Information? Step 1: Select [Profile Icon] at the top of the page — [B...

How do I activate and connect my Stripe payment gateway sub-account?

Overall Process The entire activation process follows a three-step strategy: "Platform Guidance →...

How do I activate and connect my HitPay payment gateway sub-account?

Overall Process The entire activation process follows a four-step strategy: "Platform Guidance → ...

How do I configure date, time, and address formats based on my country/region?

Your country/region setting is a fundamental part of your account configuration. It ensures that ...

How do I enable the Google Maps auto-fill feature for address input?

To enhance speed and accuracy when inputting property addresses, you can enable the Google Maps A...

How do I create custom user roles and configure detailed operational permissions for custom roles

Custom User Roles allow you to create specific sets of permissions for your team members, ensurin...

How do I add a new sub-user (team member)?

To enhance collaboration, you can add multiple users to your company account, each with specific ...

How do I manage my team members (sub-users)?

After adding team members to your account, you can easily manage their access rights, account sta...

How do I create a property portfolio for easier permission assignment?

A Property Portfolio is a flexible grouping of properties that you can create to manage data acce...

Properties & Landlords

How do I manually add a new property?

Step 1: Click [Properties] - [All Properties] to access the property list. Step 2: Click [Add Pro...

How do I add associated landlord tenancy information when adding a property?

When selecting 'Charter' as the property type, you must also complete the contract details with t...

How do I use a template to bulk import multiple properties?

Step 1: Click [Properties] → [All Properties] → [Import] Step 2: Download [Import Template] Step ...

How do I filter and search for properties in the property list?

In [Properties] — [All Units], you can manage your units using multiple filters. Available filter...

How do I add and manage photos for my properties?

In the All Properties list, select the apartment you want to manage, click anywhere in the list t...

How do I set a property's status to "Inactive"?

If a property you manage is no longer available for rent, you can disable it in the [Operation] s...

How do I add and manage rental units under a property?

Click the following sequence: [Properties] → [All Properties] → [Property Information] → [Active ...

How do I centrally manage all my rental units?

You can manage all your Units in the [Properties] — [All Units] interface. Available actions inc...

How to understand the "Occupancy Status" and "Detailed Status" of a rental unit?

Occupancy Status 1.Occupied:The unit is currently occupied. There are tenants living in it at thi...

How do I upload photos for an individual rental unit?

Enter unit detail and click [Upload Image]

How do I find and view my landlord tenancy agreements?

In the [All Properties]——[Properties]——[Property Information] interface, you can view the owner's...

How to understand the status of a landlord tenancy?

Status Explanation 1.Active:The tenancy is currently in effect. 2.Renewed:Rental will be renewed ...

How do I renew an expiring landlord tenancy agreement?

In [Rental] — [Tenant Tenancies] — [List Operations] or [Renter Detail] — click [Renew] You need...

How do I process a Check-out for a landlord?

You can cancel the lease in [Rentals]> [Landlord Tenancies]. step1: First, send the [Check-out N...

How do I handle outstanding bills and deposits during a landlord's Check-out?

After processing the [Check-out] for the property owner, if there are any outstanding bills, go t...

Tenants & Tenancies

How do I create a property reservation for a prospective tenant?

A reservation is used to hold a specific unit for a prospective tenant before a formal tenancy ag...

What notification will a new tenant receive after a reservation is created?

When you create a reservation for a prospective tenant using an email address that is not already...

How do I view my tenant list and their account activation status?

The tenant list provides an overview of all tenants in your portfolio, allowing you to quickly ch...

How do I convert a reservation into a tenancy (Create Tenancy)?

When a prospective tenant confirms their intention to rent a unit they have reserved and is ready...

How do I skip reservation and directly add a new active tenancy?

For situations where a tenancy agreement is already confirmed with a tenant, you can use the "New...

How to understand the status of a tenant tenancy?

The tenant tenancy list uses a combination of statuses to help you track the entire lifecycle of ...

How do I generate an electronic contract for a tenant during new tenancy creation?

During the final step of either the "Create Tenancy" or Convert Reservation to Tenancy process, y...

How do I process a renewal for an existing tenant?

This guide explains how to extend the lease term for a tenant whose contract is nearing its end, ...

Is it necessary to re-sign the contract after a tenant renewal?

Yes, at the final step of the renewal process, the system will guide you to handle the contract s...

How do I process an early termination for a tenant?

This guide will walk you through the process of handling a tenant's check-out, including sending ...

How do I handle billing settlement (deposit deduction, refund, etc.) during a tenant's check-out?

This guide explains how to manage billing settlements during a tenant's check-out, including dedu...

How do I view the details of a completed End Tenancy?

After you have finalized a tenant's check-out by completing the "End Tenancy" process, the tenanc...

Financials Management

How do I manually add a receivable charge for a tenant or landlord?

Step 1: Navigate from the left-hand menu to [Financials] — [Charges]. After selecting the corresp...

Where can I view all my receivable charges?

PC: View Collection Bills You can view all collection bills in the following modules: Entry 1: [F...

How do I update the payment status of a receivable charge?

When you receive an offline payment, you can record it manually in the system: Step 1: Navigate f...

How do I edit an unpaid receivable charge?

Step 1: Navigate from the left-hand menu to [Financials] — [Charges], and select the [Tenant] TAB...

How do I download the invoice for a receivable charge?

Step 1: Navigate from the left-hand menu to [Financials] — [Charges], and select the [Tenant] or ...

How do I split a large receivable charge into smaller installment charges?

Step 1: Navigate from the left-hand menu to [Financials] — [Charges], and select the [Tenant] or ...

How do I manually record an incoming payment transaction?

Step 1: Navigate from the left-hand menu to [Financials] — [Cash Movements], then select the [Col...

How do I download the receipt for an incoming payment?

Step 1: Navigate from the left-hand menu to [Financials] — [Cash Movements], then select the [Col...

How do I reverse an incorrectly recorded incoming payment?

Step 1: Navigate from the left-hand menu to [Financials] — [Cash Movements], then select the [Col...

How do I add a bill payable to a landlord?

Please follow these steps to create a new collection bill: Step 1: Navigate from the left-hand me...

How do I record a payment for a bill?

Please follow these steps to record a payment against a bill: Step 1: Navigate from the left-hand...

How do I reverse a recorded payment if I made a mistake?

Please follow these steps to Reverse a recorded payment entry: Step 1: Navigate from the left-han...

How do I centrally view and manage all the security deposits I hold?

PC: Deposit Management You can view and manage all tenancy Deposits you hold via the Lease Detail...

Contracts & Documents

Smart Meter

How do I configure the global settings for smart meters?

Step1:Enter the Personal Center and click [IoT Settings]; Step2:Select the [Smart Meter] module ...

How do I bind a new smart meter to my property or unit?

Step1:Click on [IoT Devices]>[Smart Meter], then click on [+Add Meter]; Step2:Select the electri...

Can a unit or property be bound to multiple smart meters?

A property or unit can only be bound to one electricity meter, and at the same time, one electric...

How do I view the details and history of a bound smart meter?

View the meter list page in [IoT Devices]>[Smart Meter], click on the corresponding meter to ente...

How do I recharge a tenant's smart meter?

On the meter list page, click [Recharge] and enter/select the recharge amount to recharge; [Mobi...

How do I remotely control the power supply (on/off) of the smart meter?

Step1:Enter the smart meter list page and select the meter to be powered on/off; Step2:In the up...

How do I remotely clear the balance of a smart meter?

Go to the meter details page and click [Reset Balance] to reset the meter to zero; [Mobile Versi...

How do I set a custom electricity rate or maximum power for an individual smart meter?

Step1:Enter the meter list page, click on [Citon], select [Edit Electricity] and [Edit Power Limi...

How do I view the detailed electricity usage records of a smart meter?

Go to the meter details page and click on [Energy Consumption] to view the electricity usage reco...

How should I unbind a smart meter if I no longer use it?

Go to the meter details page and click [Delta] to delete the meter;

Smart Lock

Reports & Data Analytics

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