Dashboard
All issues across your portfolio
—
Reported
—
Requiring Action
—
In Progress
—
Awaiting Feedback
—
Ready to Close
Compliance
🗂️ Compliance Tasks Due
✓ No compliance actions due within 30 days
Recent Activity
Recent Issues
Loading…
Managed Properties
Compliance documents and certificate tracking
Loading…
Issues
Loading…
Contractors
Loading…
Properties
Loading…
Settings
Email
When enabled, no emails go to real tenants, landlords or contractors. All notifications go to the test address below.
Agency VAT Registration
If Your Agency is VAT registered, your VAT details will appear on landlord invoices and arrangement fee statements as required.
Maintenance Arrangement Fee
The arrangement fee is your own charge for managing the works, calculated as a percentage of the contractor net amount. VAT is applied to your fee only. The contractor invoice passes through at exact cost.
Global Margin %
%
Default is 10%. Applies to all landlords unless a per-landlord override is set. Set to 0 to waive the fee globally.
Per-Landlord Override
Current Landlord Overrides
Loading…
Import Data
Import from CSV
Upload a CSV file to bulk-import properties, contractors, or jobs. Headers must match exactly.
Email Templates
Click any template to preview or edit
These templates control every automated email your system sends. Edits take effect immediately. Variables shown inside each template are replaced with live job data when the email sends.