Property management
Managing rental property for owners or yourself, collecting rent, handling maintenance and keeping trust accounts straight.
Six short steps. No email or account.
Family
Real estate and property
Commission or rent-roll income, heavy documentation, long client cycles.
- Priority decisions
- 10
Operating reality
What makes this different
The realities that change which tools can actually work for you.
Client trust accounting for owner funds is regulated in most states and general accounting software will not do it safely.
Rent collection and arrears chasing is the core recurring workflow.
Maintenance coordination is field service work, with the same dispatch and vendor problems.
Fair housing and eviction rules are strict, jurisdiction-specific and carry real penalties.
Where to start
The decisions that matter here, in order
You do not have to take them in this order, and you do not have to take all of them. This is where most businesses like yours start.
- 1Accounting software
Track income and expenses so tax time is a report, not an archaeology dig.
- 2Invoicing
Send the bill, and let people pay it without writing a cheque.
- 3Job and crew management
Run jobs end to end: schedule, dispatch, complete, invoice.
- 4Documents and client portals
Keep files organised and share them with clients securely.
- 5Business banking
A business account, so personal and business money stop mixing.
- 6Card payments
Take a card in person, over the phone or through a link.
- 7Business insurance
Cover the things that could end the business in one bad afternoon.
- 8Contracts and signatures
Put the agreement in writing and get it signed without printing anything.
- 9Customer support
Handle customer questions without losing them in a shared inbox.
- 10Paying contractors
Pay 1099 help and collect the paperwork you need for January.
Your next step
Answer six short questions about your property management business: your team, where the work happens and what you want to fix first. You get an operating plan in the order to tackle it, with the must-haves and comparison points for each area.
Answers
Common questions
- What software does a property management business need?
- Managing rental property for owners or yourself, collecting rent, handling maintenance and keeping trust accounts straight. The decisions that matter most are 10 areas, starting with the ones tied to how the work actually gets done and paid for.
- What makes running a property management business different?
- Client trust accounting for owner funds is regulated in most states and general accounting software will not do it safely. Rent collection and arrears chasing is the core recurring workflow. Maintenance coordination is field service work, with the same dispatch and vendor problems. Fair housing and eviction rules are strict, jurisdiction-specific and carry real penalties.