Release week 2025-11-07

New Features

Certified Email Dashboard  ( Beta )

A centralized interface that allows property managers and company level to view, track, and manage all certified emails sent through the platform. The dashboard provides full visibility into delivery statuses, errors, processing times, and related documents.

• Centralized Dashboard

All certified emails are now grouped in one place. Users can filter, search, and review email activity across properties, units, residents, and staff.

Each certified email now displays:

• Processing status (Queued, Processing, Sent, Delivered, Failed)

• Timestamp history (request date, processing date, delivery confirmation, failures)

• Error messages, when applicable

• Proof of delivery (if offered by the provider)

Depending on permissions:

• Property managers can monitor certified emails for their properties.

• Administrators can review certified emails company-wide.

Clicking on an email record opens a detailed panel that includes:

• Recipient information

• Associated unit or property

• Email subject and dispatched content

• Attachments

• Delivery logs and events

• Audit history

Users can filter by:

• Date range

• Status (Sent, Delivered, Failed, Processing, etc.)

• Recipient type (Owner, Tenant, Board member, Supplier)

• Property

• User who initiated the certified email

Improvements

Opt-Out for Pop-Up Messages

We have improved the user experience by allowing users to opt-out of recurring pop-up messages. Previously, these informational or reminder pop-ups appeared each time the relevant action/page was triggered, with no option for the user to disable them.

Release Notes Section

We’ve added a dedicated Release Notes section to help users stay informed about the latest updates, improvements, and new features available in the platform. The release notes page will be updated weekly.

Release Week 2025-11-14

New Features

Security Deposit Management for Reservations  ( Beta )

Beta release for specific clients:

We’ve introduced a new Security Deposit feature designed to simplify how property managers handle deposits associated with reservations. This enhancement provides full control, transparency, and flexibility when collecting and returning security deposits.

Security Deposit Setup

Property managers can now define a security deposit amount directly within the reservation workflow. This deposit can be configured per reservation type or manually adjusted as needed. This feature can be turned on existing reservation listings.

Automated or Manual Deposit Returns

You now have two options for processing security deposit refunds:

• Automatic Return
   The system can automatically release and return the security deposit once the reservation is completed and all conditions are met.
• Manual Return
   Property managers can manually review and process the deposit return, offering flexibility for cases where inspections or verifications are required.

Full Transaction Visibility

Each security deposit now includes:

• The initial deposit amount
• Return status (Pending, Released, Partially Refunded, Refunded)
• Method of return (Automatic or Manual)
• Timestamped history for all actions related to the deposit

Configure the First Rent Amount for Partial-Month Move-Ins/Outs ( Beta )

We have added a new configuration option that makes it easier to set the initial rent payment when a tenant moves in partway through the month. Property managers can now define the prorated rent amount directly during the lease setup process, ensuring accurate billing and fewer manual adjustments.

Key Improvements

• Prorated First Rent:
   When a resident’s lease begins mid-month, the system now allows you to set the exact amount they should be charged for the first payment.
• Clear Payment Schedule:
   Once the prorated amount is set, the full recurring rent amount will begin automatically on the next billing cycle (typically the 1st of the following month).

Improvements

Enhanced Property Preview for Company Managers

Company Managers with View All Properties permissions can now seamlessly preview full property details without switching profiles. As you navigate between properties, you will now see:

• Complete property information displayed instantly without needing to “enter” each property

• Enhanced filtering options to quickly locate and review specific properties

• A smoother workflow when validating, auditing, or comparing property data
  

This improvement streamlines daily operations for managers overseeing multiple properties and allows faster access to critical information.

Enhanced Invoice Cancellation Workflow

We have improved the invoice cancellation process to ensure clearer communication and more accurate record-keeping.

What’s Changing

Current Behavior
When canceling an invoice, users are prompted with a confirmation message and an optional text box to enter a reason. Providing a reason is not required to complete the cancellation.

New Behavior (Future State)
The cancellation workflow now includes the following enhancements:

• Mandatory Reason for Cancellation
  The text box is now a required field. Users must provide a reason before submitting the cancellation.

• Additional Information Included
  The text box will now display extra contextual information to help users document the reason more accurately.

Find A Pro Search Now Automatically Hides on Smaller Screens

To improve the mobile and small-screen experience, the Find A Pro search bar will now automatically hide when the screen size is below a certain width.

This update provides:

• Cleaner, less cluttered layout on phones and tablets

• Improved navigation, allowing users to focus on content and results

• Adaptive design, ensuring the search bar remains visible only when there is enough screen space

Release Week 2025-11-21

New Features

Improvements

Release Week 2025-11-25

New Features

Improvements