Documentation

Learn how to get the most out of our product with our comprehensive documentation.

Learn more about the application

Overview

Understand the overall application particularly on upgrading and downgrading the application.

Contracts/Lease

To help you create/edit/delete contracts with your tenants.

Property & Units

To help you create/edit/delete properties and manage them.

Users

To help you create/edit/delete users and understanding the different types of users: Tenants & employees.

Expenses

To help you create/edit/delete expenses pertaining to properties and/or contracts.

Payments

To help you create/edit/delete payments for contracts, maintenance and expenses.

Roles

To help you create/edit/delete user roles.

Reports

Generate earning reports for your properties.

Alerts & Notifications

Subscribe to events to be notified and setup notification templates.

Maintenance

To help you create/edit/delete maintenances for your property.

Tenant Portal

To help you create/edit/delete maintenances for your property.

CSV Batch updates

Use our premium feature to create/update/delete in batches for: properties, users, maintenances, payments.

Contact us

Have questions or want to learn more? Contact us by phone, email, or through our contact form. Our friendly team is always here to help.

Documentation

Platform documentation

Guides, references and step-by-step instructions for every feature in OperateProperty.

Platform overview

Last updated: Apr 2026 · 5 min read

OperateProperty is a multi-tenant SaaS property management platform with two distinct portals: the Admin CRM for property managers and staff, and the Tenant Portal for tenants to self-manage their lease and requests.

Core modules

  • Properties & Units — manage your building portfolio with occupancy and income tracking
  • Tenants — full profiles with personal, employment and emergency contact data
  • Leases — full lifecycle from draft to termination with expiry alerts
  • Rental & Invoicing — auto-generated invoices from active leases, payment tracking
  • Maintenance — Kanban board with SLA deadlines and priority management
  • Legal Cases — eviction, rent recovery and court date tracking
  • Documents — versioned file storage per tenant and entity
Ready to get started? Follow the Quick Start guide to have your first property set up in under 10 minutes.

Quick start guide

Last updated: Apr 2026 · 8 min read

Get your first property, tenant and lease set up in four steps. This guide takes around 10 minutes.

1
Add your first property

Navigate to Properties → New Property. Fill in the property name, type, address and add units.

2
Create a tenant profile

Go to Tenants → New Tenant Profile. Enter personal details, employment information and emergency contacts.

3
Create a lease

Go to Lease → New Lease. Select the tenant, property and unit, set dates, monthly rent, payment frequency and set status to Active.

4
Invoices generate automatically

Once the lease is active, the invoice engine kicks in. Invoices are created on schedule with no further action needed.

Invoices & auto-billing

Last updated: Apr 2026 · 6 min read

OperateProperty automatically generates invoices for every active lease based on the lease configuration. No manual invoice creation is required for recurring rent.

Invoice statuses

  • Draft — created but not yet sent
  • Sent — delivered to tenant portal, awaiting payment
  • Paid — payment recorded, balance is zero
  • Partial — partial payment received, balance outstanding
  • Overdue — past due date with outstanding balance
Tax rate and label (VAT, GST, Sales Tax) are configured at account level under Settings and apply to all generated invoices.

Leases

Last updated: Apr 2026 · 5 min read

Leases connect a tenant to a unit. Everything else — invoices, maintenance, legal cases — links back to the lease.

Lease statuses

  • Draft — being prepared, not yet binding
  • Pending — awaiting confirmation
  • Active — live lease; invoice engine is running
  • Renewing — in the renewal negotiation period
  • Expired — end date has passed
  • Terminated — ended early by either party
Leases expiring within 30 days surface automatically on the main dashboard calendar so renewals are never missed.

Maintenance

Last updated: Apr 2026 · 4 min read

The Maintenance module uses a Kanban board to manage tickets across four stages: To Do, In Progress, On Hold and Completed.

SLA tracking

Each ticket shows its SLA deadline. Tickets that have passed their SLA date are automatically flagged Overdue in red across the board and on the dashboard.

Tenants can submit maintenance requests from the Tenant Portal. These arrive in the To Do column as new tickets for admin triage.