Outgoing invoices
CRM “Outgoing invoices Report” CSV.
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in
System Access
My Space
Your private planner for follow-ups, links, snippets, notes, and shared staff guides.
Open my space
Email Manager
Manage inbox queues, quick replies, AI drafts, sync controls, and active conversations.
Open emails
Maintenance
Create maintenance orders, email owners, track approval, upload quotes, arrange tradies, and close jobs.
Manage jobs
Inspections
Build multi-agent inspection days with intelligent timings, conflict checks, and optimised routes.
Plan inspections
Rent Tracker
Import rent schedules and monitor overdue, due soon, paid, partial, and vacant statuses.
Track rent
Lease Renewals
Track renewal due dates, signatures, rent review details, follow-ups, and portfolio reports.
Track renewals
Monthly Landlord Report
Build a branded property report from live tenancy, maintenance, lease, rent, and compliance records.
Build report
Compliance
Add checks, update providers, completion dates, findings, and automatically calculate due dates.
Manage checks
Compliance Report
See which properties are missing or have incomplete MRS, Smoke, Gas, and Electrical checks.
Review Reports
Properties
Import, add, search, and maintain property register.
Open register
Our Team
View staff profiles, titles, avatars, phone numbers, and email contacts in one elegant directory.
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Activity Log
Review staff actions, platform changes, uploads, imports, assignments, and security events.
Review activity
Workload by Area
Live notification volume across the main operational sections.
Priority Mix
Shows the urgency profile of currently visible notifications.
Open Notifications
Click any item to jump to the related ticket, maintenance order, report, or workspace.
Calendar & Upcoming Tasks
Add private tasks and view events from your Google Calendar in one place.
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Task
Type
Priority
Due date & time
Saved to your private
workspace.
Private task
Google event
Private Notes
A scratchpad for today's reminders, call notes, or planning.
Your planner, snippets, links, and notes are private to
your account. Staff guides are shared because they are
team resources.
Quick Links
Keep your daily portals, report URLs, calendars, and supplier pages one click away.
Link Title
URL
Notes
Email Snippets
Save repeat wording for rent follow-ups, compliance requests, tenant updates, and owner replies.
Snippet Title
Category
Email Wording
Staff Guides
Upload PDF instructions for common office tasks so the team can view them anytime.
Email Sync
Fetch unreplied emails and keep tickets current.
From
To
Limit
Open Jobs
0
Waiting Owner
0
Quotes
0
Scheduled
0
Completed
0
Start a new request
Create a work order with property, owner, tenant, access, and tradie details in one place.
Work active jobs
Review owner approval, quote, scheduled, and tenant update jobs that still need staff action.
Manage setup
Approve tenant registrations and keep tradie contact details ready for faster work orders.
Plan the working day
Set the shared day boundaries and choose which agents are available before adding inspection stops.
Agents available for this plan
Loading the team…
Team members will appear here.
Inspection stops
Choose a managed property or type at least 3 characters and select a verified Victorian address, then set the appointment length, custom travel buffer, time window, and any specifically required agents.
0
Verified address suggestions © State of Victoria (Department of Transport and Planning), licensed under CC BY 4.0.
Recent plans
Your latest saved inspection plans.
Saved plans will appear here.
Add a property to the tracker
Choose when tracking begins. Use a past date to create historical periods, then update those months in the full-year view.
Property address
Payment frequency
Track from
Due day
New periods are stored in the portal—no spreadsheet is required.
Properties
0
In this tracker
Needs action
0
Overdue entries
Due soon
0
Next 7 days
Paid
0
Monthly entries
Pending
0
Due, partial or clearing
| Property | Frequency | Progress | Last | Current | Next |
|---|---|---|---|---|---|
| No data loaded. | |||||
Report details
Select the property and reporting period first. Linked records will load automatically.
Report sections
Only checked, non-empty sections appear in the PDF and contents page.
Sections load after a property is selected.
Customise PDF details
Add only the fields needed for this report. Unavailable fields are omitted unless you add a value here.
No custom PDF fields added.
Report-only activities
Add verified details that are not stored elsewhere. These entries never overwrite source records.
No files selected. Up to 20 images (7.5MB each) and 5 PDFs (15MB each; 40MB total). PDF pages are appended to the downloaded report.
No report-only activities added.
Supporting photos
Select existing property maintenance photos and optionally choose a cover image.
No reportable photos loaded.
Invoice report imports
Each upload replaces only the previous data for that same report type. Other report types remain unchanged. Unmatched addresses are retained for review but are not included in a property's report.
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Incoming invoices
CRM “Incoming invoices Report” CSV.
Not uploaded
Bond invoices
CRM “Bond invoices Report” CSV. Due Date is used because this export has no Created date.
Not uploaded
Mortgage invoices
CRM mortgage invoice CSV.
Not uploaded
Generated reports
Loading saved reports…
| Property address | Duration | Reporting period | Generated | File size | Actions |
|---|---|---|---|---|---|
| Loading saved reports… | |||||
Import CRM Property Export
Upload the OurProperty CRM Excel export to refresh property, landlord, tenant, key, and status details.
No property workbook imported
yet.
New Listing
Create a Victorian listing and record the people, access keys, and social activity needed by the team.
Property Address
Suburb
State
Postcode
Listing Status
Tenancy Status
Landlord Name
Landlord Email
Landlord Phone
Occupant(s)
Record contact and lease details for every occupant.
Keys
Track each key number, what it opens, and where it is kept.
Social Media History
Keep a dated record of listing posts and campaign activity.
Victorian
listings only. Paste a full address such as
"12 Smith Street, Cranbourne, VIC, 3977" and the
suburb/postcode will be filled where possible.
No listings loaded yet
Import the CRM workbook or add a new listing above.
Due Next 30
0
Due Next 60
0
Overdue
0
Awaiting Owner
0
Awaiting Tenant
0
Fully Signed
0
Periodic
0
Missing Details
0
Track a renewal
Select an existing managed property and create the lease renewal tracking record from there.
Review the portfolio
Filter all lease renewals by due window, status, assigned staff, or missing details.
Needs attention
Overdue, due-soon, stale, and incomplete records are surfaced below for fast daily review.
Needs Attention
Urgent lease renewal records from the current mailbox.
Compliance Dashboard
Create compliance records against saved properties and track what is open, due, overdue, and completed.
Properties
0
Action Required
0
Overdue
0
Due Soon
0
Current
0
Property
Type
Date Done
Provider
If Date Done
is entered, the record is marked completed and the next due
date is calculated automatically. Smoke: 12 months.
MRS/Gas/Electrical: 2 years.
Notes
Status
Type
Search
| Property | Type | Status | Date Done | Next Due | Provider | Result | Notes | Actions |
|---|---|---|---|---|---|---|---|---|
| No compliance records loaded. | ||||||||
Compliance Report
Check which managed properties are missing or have incomplete MRS, Smoke, Gas, and Electrical records.
Properties
0
Needs Attention
0
Missing Checks
0
Incomplete
0
Fully Current
0
Search
| Property | Missing | Incomplete | Overdue | Due Soon | Check Status |
|---|---|---|---|---|---|
| No compliance gap data loaded. | |||||
Add Provider
Save compliance companies once, then reuse them in the provider field.
Provider Name
Contact Person
Email
Phone
Notes
Provider Register
No providers loaded yet.
Search Providers
| Provider | Contact | Phone | Notes | Actions | |
|---|---|---|---|---|---|
| Open this page to load providers. | |||||
Team directory not loaded yet
Open this
page to load registered staff profiles.
Activity by Area
Last 24 hours across the main workspaces.
Filters
Find an action from the last 7 days by staff member, workspace, mailbox, request path, or keyword.
Search
Staff
Area
Mailbox
From within 7 days
To within 7 days
Recorded Actions
Activity log not loaded yet.
Activity log not loaded yet
Open
this page to load recorded staff actions.
Start a process
Process
Applicant name
Property name & address
Application received
Tasks in progress
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Completed reports
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Create User Account
Add staff with a professional login, role-based access, and a forced password change on first login.
Email
Display Name
Phone
Staff Title
Temporary Password
Access Control
Staff title assignments define what each team member should access inside the portal.
User Accounts
Update names, avatars, roles, active status, and password reset controls.