Help Center
Short guides with pictures. Pick what you’re trying to do.
Getting started
Set up your properties, units and team.
- Set up your company details
- Where everything lives
- Add your first property
- Add units to a property
- Invite someone to your team
- Change what a team member can see
- Who on your team can see what
- Choose what you get notified about
- Add your cell number
- Put something on the calendar
- Create a task
- What is in Tools
- Write a note about a tenant or property
- Upload and share a file
Rent and money
Collect rent, connect a bank, chase late payments.
- How rent money actually reaches you
- Connect your bank account
- Choose which bank account gets used
- Turn on online rent payments
- Help a tenant turn on autopay
- Change a card or bank on file
- Add a late fee policy
- What happens when rent is late
- See who hasn't paid
- Find a payment or receipt
- What the payment statuses mean
- Set up rent and other lease charges
- Record a rent payment you received
Tenants and leases
Applications, leases and the tenant portal.
Phone, text and email
Talk to tenants from your Lotly number.
Maintenance
Work orders and vendors.