<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-bottom: 20px;">
  <div>
    <a href="https://sarutech.com/article/tenant_manage_tenants_income_expenses_globally">
      ⬅️ How to Manage Tenants, Income, and Expenses Across All Properties in the Perfect Tenant &amp; Property Management System
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/tenant_introduction">
      <strong>
        🏁 Start: Introduction to the Perfect Tenant &amp; Property Management System
      </strong>
    </a>
  </div>
  <div>
    &nbsp;
  </div>
</div>
<h2>
  🌐 How Tenants Can Use the Tenant Portal
</h2>
<p>
  The
  <strong>
    Tenant Portal
  </strong>
  in the Perfect Tenant &amp; Property Management System gives tenants a secure, user-friendly space to manage their rental experience online. From paying rent to scheduling appointments, tenants can access everything they need through a personalized, company-branded portal.
</p>
<h3>
  🎯 What is the Tenant Portal?
</h3>
<p>
  The Tenant Portal is a dedicated, customizable webpage for tenants to:
</p>
<ul>
  <li>
    <strong>
      Login securely
    </strong>
    using their email address and a temporary passcode.
  </li>
  <li>
    <strong>
      View and pay rent
    </strong>
    and deposits online.
  </li>
  <li>
    <strong>
      Add maintenance requests
    </strong>
    and track their status.
  </li>
  <li>
    <strong>
      Schedule appointments
    </strong>
    like viewings or inspections.
  </li>
  <li>
    <strong>
      Access billing history
    </strong>
    and download invoices.
  </li>
</ul>
<p>
  This portal can be
  <strong>
    integrated seamlessly
  </strong>
  with your company&rsquo;s main website and is fully branded with your
  <strong>
    logo, contact details, and company address
  </strong>
  .
</p>
<p>
  <img style="max-width: 100%; border: 1px solid #ccc; margin: 10px 0;" src="https://sarutech.com/img/products/tenant-tenant-portal-login.png" alt="Tenant Portal Login Page" />
</p>
<h3>
  🔐 Secure Login with Email Passcode
</h3>
<ol>
  <li>
    The property manager adds the tenant&rsquo;s email address to their account in the system.
  </li>
  <li>
    When the tenant visits the portal, they enter their email address.
  </li>
  <li>
    The system sends a secure one-time passcode to their email.
  </li>
  <li>
    The tenant enters the passcode to log in without needing a password.
  </li>
</ol>
<p>
  This process ensures
  <strong>
    ease of access
  </strong>
  while maintaining security.
</p>
<h3>
  📋 What Tenants Can Do After Logging In
</h3>
<ul>
  <li>
    <strong>
      Pay Rent &amp; Deposits:
    </strong>
    View outstanding balances and make payments directly through integrated gateways like PayPal or Paystack.
  </li>
  <li>
    <strong>
      Add Maintenance Requests:
    </strong>
    Report issues such as repairs needed in the property and track progress updates.
  </li>
  <li>
    <strong>
      Schedule Appointments:
    </strong>
    Set up viewings, move-in/move-out dates, or meetings with property managers.
  </li>
  <li>
    <strong>
      View Billing History:
    </strong>
    See a history of rent, deposits, and other charges.
  </li>
  <li>
    <strong>
      Access Documents:
    </strong>
    Download lease agreements or invoices shared by the property manager.
  </li>
</ul>
<p>
  <img style="max-width: 100%; border: 1px solid #ccc; margin: 10px 0;" src="https://sarutech.com/img/products/tenant-tenant-portal.png" alt="Tenant Portal Dashboard" />
</p>
<h3>
  🎨 Custom Branding
</h3>
<p>
  The Tenant Portal displays your company&rsquo;s
  <strong>
    logo, address, phone number, and email
  </strong>
  at the top of the page. This reinforces trust and makes tenants feel they are interacting directly with your company.
</p>
<p>
  Property managers can
  <strong>
    share a unique portal URL
  </strong>
  with tenants, making it easy for them to bookmark or access the login page anytime.
</p>
<h3>
  💡 Benefits of the Tenant Portal
</h3>
<ul>
  <li>
    <strong>
      24/7 Access:
    </strong>
    Tenants can manage their rentals at any time.
  </li>
  <li>
    <strong>
      Reduces Calls &amp; Emails:
    </strong>
    Tenants handle routine tasks themselves.
  </li>
  <li>
    <strong>
      Faster Payments:
    </strong>
    Integrated payment options simplify rent collection.
  </li>
  <li>
    <strong>
      Improved Tenant Experience:
    </strong>
    A modern and convenient tool for communication and management.
  </li>
</ul>
<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-top: 20px;">
  <div>
    <a href="https://sarutech.com/article/tenant_manage_tenants_income_expenses_globally">
      ⬅️ How to Manage Tenants, Income, and Expenses Across All Properties in the Perfect Tenant &amp; Property Management System
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/tenant_introduction">
      <strong>
        🏁 Start: Introduction to the Perfect Tenant &amp; Property Management System
      </strong>
    </a>
  </div>
  <div>
    &nbsp;
  </div>
</div>


How Tenants Can Use the Tenant Portal in the Perfect Tenant & Property Management System

<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-bottom: 20px;">
  <div>
    <a href="https://sarutech.com/article/tenant_use_toolbar_actions_on_property">
      ⬅️ How to Use Toolbar Actions on a Selected Property in the Perfect Tenant &amp; Property Management System
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/tenant_introduction">
      <strong>
        🏁 Start: Introduction to the Perfect Tenant &amp; Property Management System
      </strong>
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/tenant_portal_guide">
      Tenant Portal ➡️
    </a>
  </div>
</div>
<h2>
  🌐 How to Manage Tenants, Income, and Expenses Across All Properties
</h2>
<p>
  The Perfect Tenant &amp; Property Management System gives you powerful tools in the main menu to manage tenants, income, expenses, and other records across your entire portfolio. These global views provide a consolidated way to monitor operations and take action without drilling into individual properties.
</p>
<h3>
  👤 Managing Tenants (Customer Module)
</h3>
<ul>
  <li>
    View all tenants in a single list.
  </li>
  <li>
    Update tenant contact details (phone, email, address).
  </li>
  <li>
    See linked leases, income history, maintenance requests, and documents.
  </li>
  <li>
    Add new tenants and upload ID copies or signed contracts.
  </li>
</ul>
<h3>
  💵 Managing Income
</h3>
<ul>
  <li>
    View all income records across properties (Rent, Deposits, Fines, etc.).
  </li>
  <li>
    Filter by tenant, property, or income type.
  </li>
  <li>
    Add new income entries manually.
  </li>
  <li>
    See totals for the year and track payment methods.
  </li>
</ul>
<h3>
  💳 Managing Expenses
</h3>
<ul>
  <li>
    Track all outgoing costs like repairs, salaries, utilities, and cleaning.
  </li>
  <li>
    Add, edit, or delete expenses as needed.
  </li>
  <li>
    Filter expenses by property, type, or date.
  </li>
</ul>
<h3>
  🛠️ Managing Maintenance Requests
</h3>
<ul>
  <li>
    View a portfolio-wide list of maintenance activities.
  </li>
  <li>
    Check statuses (Pending, In Progress, Completed, Cancelled).
  </li>
  <li>
    Reassign tasks to staff or update progress.
  </li>
</ul>
<h3>
  📄 Managing Leases
</h3>
<ul>
  <li>
    Access all leases across properties in one place.
  </li>
  <li>
    Find leases about to expire or terminated agreements.
  </li>
  <li>
    Upload and download contract files.
  </li>
</ul>
<h3>
  📅 Managing Appointments
</h3>
<ul>
  <li>
    Track scheduled activities like viewings, inspections, and lease signings.
  </li>
  <li>
    Filter appointments by date, type, or status.
  </li>
  <li>
    Coordinate team efforts for upcoming property-related events.
  </li>
</ul>
<h3>
  💡 Tips for Using Global Views
</h3>
<ul>
  <li>
    Use filters and search bars to quickly locate records.
  </li>
  <li>
    Regularly check for pending tasks or overdue payments.
  </li>
  <li>
    Combine these global tools with property-level management for maximum efficiency.
  </li>
</ul>
<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-top: 20px;">
  <div>
    <a href="https://sarutech.com/article/tenant_use_toolbar_actions_on_property">
      ⬅️ How to Use Toolbar Actions on a Selected Property in the Perfect Tenant &amp; Property Management System
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/tenant_introduction">
      <strong>
        🏁 Start: Introduction to the Perfect Tenant &amp; Property Management System
      </strong>
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/tenant_portal_guide">
      Tenant Portal ➡️
    </a>
  </div>
</div>


How to Manage Tenants, Income, and Expenses Across All Properties in the Perfect Tenant & Property Management System

<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-bottom: 20px;">
  <div>
    <a href="https://sarutech.com/article/tenant_view_property_timeline_history">
      ⬅️ How to View Property Timeline History in the Perfect Tenant & Property Management System
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/tenant_introduction">
      <strong>
        🏁 Start: Introduction to the Perfect Tenant & Property Management System
      </strong>
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/tenant_manage_tenants_income_expenses_globally">
      How to Manage Tenants, Income, and Expenses Across All Properties ➡️
    </a>
  </div>
</div>
<h2>
  🔧 How to Use Toolbar Actions on a Selected Property
</h2>
<p>
  The
  <strong>
    toolbar
  </strong>
  is your quick-access control panel for performing key actions on a selected property. These actions are context-sensitive and adapt based on whether a tenant and lease are linked to the property.
</p>
<h3>
  📋 Toolbar Actions Overview
</h3>
<ul>
  <li>
    <strong>
      Send Email
    </strong>
    – Use predefined email templates (e.g., Rent Reminder, Welcome Email).
  </li>
  <li>
    <strong>
      Send SMS
    </strong>
    – Send a text directly to the tenant’s mobile number.
  </li>
  <li>
    <strong>
      Add Maintenance
    </strong>
    – Log a new maintenance request for the property.
  </li>
  <li>
    <strong>
      Add Appointment
    </strong>
    – Schedule viewings, inspections, or meetings.
  </li>
  <li>
    <strong>
      New Bill
    </strong>
    – Create bills for rent, deposits, fines, or other charges.
  </li>
  <li>
    <strong>
      Pay Deposit
    </strong>
    – Record a deposit payment.
  </li>
  <li>
    <strong>
      Pay Rent
    </strong>
    – Record a rent payment.
  </li>
  <li>
    <strong>
      Add Expense
    </strong>
    – Add a new expense tied to the property.
  </li>
  <li>
    <strong>
      Add Task
    </strong>
    – Create a new to-do item.
  </li>
  <li>
    <strong>
      Terminate Lease
    </strong>
    – End the current lease.
  </li>
  <li>
    <strong>
      Save Changes
    </strong>
    – Save any edits made to the property record.
  </li>
</ul>
<h3>
  ✅ Performing Actions
</h3>
<p>
  Click the relevant icon from the toolbar to open the action form. Fill in the required details and save to complete the operation.
</p>
<h3>
  💡 Tips
</h3>
<ul>
  <li>
    Toolbar actions are only available after selecting a property.
  </li>
  <li>
    Ensure a tenant and lease are linked to use payment-related actions.
  </li>
  <li>
    Use email and SMS templates to save time and maintain consistency.
  </li>
</ul>
<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-top: 20px;">
  <div>
    <a href="https://sarutech.com/article/tenant_view_property_timeline_history">
      ⬅️ How to View Property Timeline History in the Perfect Tenant & Property Management System
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/tenant_introduction">
      <strong>
        🏁 Start: Introduction to the Perfect Tenant & Property Management System
      </strong>
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/tenant_manage_tenants_income_expenses_globally">
      How to Manage Tenants, Income, and Expenses Across All Properties ➡️
    </a>
  </div>
</div>


How to Use Toolbar Actions on a Selected Property in the Perfect Tenant & Property Management System

<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-bottom: 20px;">
  <div>
    <a href="https://sarutech.com/article/tenant_leave_comments_and_notes">
      ⬅️ How to Leave Comments and Internal Notes in the Perfect Tenant & Property Management System
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/tenant_introduction">
      <strong>
        🏁 Start: Introduction to the Perfect Tenant & Property Management System
      </strong>
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/tenant_use_toolbar_actions_on_property">
      How to Use Toolbar Actions on a Selected Property ➡️
    </a>
  </div>
</div>
<h2>
  🕓 How to View Property Timeline History
</h2>
<p>
  The
  <strong>
    Timeline tab
  </strong>
  provides a chronological history of all activities and changes related to a property. It acts as an audit trail, helping you see who did what and when.
</p>
<h3>
  📋 What You Can Do in the Timeline Tab
</h3>
<ul>
  <li>
    Review a complete log of property events such as rent payments, maintenance updates, and file uploads.
  </li>
  <li>
    See which user performed each action and when.
  </li>
  <li>
    Click linked entries to view related records directly.
  </li>
</ul>
<h3>
  ✅ Using the Timeline Effectively
</h3>
<p>
  Each timeline entry includes:
</p>
<ul>
  <li>
    <strong>
      Event Type
    </strong>
    – What happened (e.g., “Rent Paid”, “Lease Terminated”).
  </li>
  <li>
    <strong>
      Date and Time
    </strong>
    – When the event occurred.
  </li>
  <li>
    <strong>
      User
    </strong>
    – Who performed the action.
  </li>
  <li>
    <strong>
      Module
    </strong>
    – The part of the system where the event originated.
  </li>
</ul>
<p>
  Click on linked items to open the associated record for more details.
</p>
<h3>
  💡 Tips
</h3>
<ul>
  <li>
    Use the timeline during audits or handovers to understand property history.
  </li>
  <li>
    Search for specific events or filter by date to quickly locate entries.
  </li>
</ul>
<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-top: 20px;">
  <div>
    <a href="https://sarutech.com/article/tenant_leave_comments_and_notes">
      ⬅️ How to Leave Comments and Internal Notes in the Perfect Tenant & Property Management System
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/tenant_introduction">
      <strong>
        🏁 Start: Introduction to the Perfect Tenant & Property Management System
      </strong>
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/tenant_use_toolbar_actions_on_property">
      How to Use Toolbar Actions on a Selected Property ➡️
    </a>
  </div>
</div>


How to View Property Timeline History in the Perfect Tenant & Property Management System

<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-bottom: 20px;">
  <div>
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      ⬅️ How to Upload and Manage Property Files in the Perfect Tenant & Property Management System
    </a>
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  <div>
    <a href="https://sarutech.com/article/tenant_introduction">
      <strong>
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      </strong>
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/tenant_view_property_timeline_history">
      How to View Property Timeline History ➡️
    </a>
  </div>
</div>
<h2>
  💬 How to Leave Comments and Internal Notes
</h2>
<p>
  The
  <strong>
    Comments tab
  </strong>
  is your internal messaging system for adding notes about a property. These comments are visible only to system users and are not shared with tenants or landlords.
</p>
<h3>
  📋 What You Can Do in the Comments Tab
</h3>
<ul>
  <li>
    Add internal notes for team members to see.
  </li>
  <li>
    Document verbal agreements, observations, or decisions.
  </li>
  <li>
    Use comments for collaboration and communication within your team.
  </li>
</ul>
<h3>
  📝 Adding a New Comment
</h3>
<ol>
  <li>
    Go to the
    <strong>
      Comments tab
    </strong>
    for the selected property.
  </li>
  <li>
    Click the
    <strong>
      Add Comment
    </strong>
    button.
  </li>
  <li>
    Type your note in the text area.
  </li>
  <li>
    Click
    <strong>
      Save
    </strong>
    to add the comment to the property record.
  </li>
</ol>
<h3>
  ✅ Managing Comments
</h3>
<p>
  You can edit or delete comments you’ve added. Older comments stay in the system for historical tracking and team reference.
</p>
<h3>
  💡 Tips
</h3>
<ul>
  <li>
    Use comments to record anything that doesn’t fit elsewhere (e.g., “Tenant prefers communication by email”).
  </li>
  <li>
    Keep comments clear and concise for better team collaboration.
  </li>
</ul>
<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-top: 20px;">
  <div>
    <a href="https://sarutech.com/article/tenant_upload_and_manage_property_files">
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    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/tenant_introduction">
      <strong>
        🏁 Start: Introduction to the Perfect Tenant & Property Management System
      </strong>
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/tenant_view_property_timeline_history">
      How to View Property Timeline History ➡️
    </a>
  </div>
</div>


How to Leave Comments and Internal Notes in the Perfect Tenant & Property Management System

<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-bottom: 20px;">
  <div>
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      ⬅️ How to Create and Track Property Tasks in the Perfect Tenant & Property Management System
    </a>
  </div>
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    <a href="https://sarutech.com/article/tenant_introduction">
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        🏁 Start: Introduction to the Perfect Tenant & Property Management System
      </strong>
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/tenant_leave_comments_and_notes">
      How to Leave Comments and Internal Notes ➡️
    </a>
  </div>
</div>
<h2>
  📁 How to Upload and Manage Property Files
</h2>
<p>
  The
  <strong>
    Files tab
  </strong>
  is your digital filing cabinet for storing documents, images, and other files related to a property. It ensures that all critical records are accessible in one place.
</p>
<h3>
  📋 What You Can Do in the Files Tab
</h3>
<ul>
  <li>
    Upload important files like lease agreements, inspection photos, and receipts.
  </li>
  <li>
    Preview uploaded files directly in the system.
  </li>
  <li>
    Delete outdated or incorrect files.
  </li>
  <li>
    Mark key images for inclusion in property reports.
  </li>
</ul>
<h3>
  📝 Uploading a File
</h3>
<ol>
  <li>
    Open the
    <strong>
      Files tab
    </strong>
    for the selected property.
  </li>
  <li>
    Click the
    <strong>
      Upload File
    </strong>
    button.
  </li>
  <li>
    Choose the file from your device or drag and drop it into the uploader.
  </li>
  <li>
    Click
    <strong>
      Save
    </strong>
    to attach it to the property.
  </li>
</ol>
<h3>
  ✅ Managing Files
</h3>
<p>
  You can preview, download, or delete any file directly from this tab. Key files can also be flagged for reporting purposes.
</p>
<h3>
  💡 Tips
</h3>
<ul>
  <li>
    Use descriptive filenames (e.g., “Lease_Agreement_Unit3_July2025”) for easy retrieval.
  </li>
  <li>
    Double-check before deleting files to avoid accidental loss of important documents.
  </li>
</ul>
<div class="article-nav" style="display: flex; justify-content: space-between; align-items: center; margin-top: 20px;">
  <div>
    <a href="https://sarutech.com/article/tenant_manage_property_tasks">
      ⬅️ How to Create and Track Property Tasks in the Perfect Tenant & Property Management System
    </a>
  </div>
  <div>
    <a href="https://sarutech.com/article/tenant_introduction">
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        🏁 Start: Introduction to the Perfect Tenant & Property Management System
      </strong>
    </a>
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  <div>
    <a href="https://sarutech.com/article/tenant_leave_comments_and_notes">
      How to Leave Comments and Internal Notes ➡️
    </a>
  </div>
</div>


Find product guides and articles

Perfect Tenant & Property Management System

How Tenants Can Use the Tenant Portal in the Perfect Tenant & Property Management System

How to Manage Tenants, Income, and Expenses Across All Properties in the Perfect Tenant & Property Management System

How to Use Toolbar Actions on a Selected Property in the Perfect Tenant & Property Management System

How to View Property Timeline History in the Perfect Tenant & Property Management System

How to Leave Comments and Internal Notes in the Perfect Tenant & Property Management System

How to Upload and Manage Property Files in the Perfect Tenant & Property Management System