Setting up a portfolio

1. Create your workspace

When you sign up, LeaseFix creates an organization for you. You can rename it any time from Settings → Company Profile. Owners can edit billing, brand, and team. Managers can edit operations.

2. Add a property

From Properties → Add property, enter the address, type (single-family, small multi-family, large multi-family), and any access notes that apply to the whole building (e.g. "front gate code, leasing office Mon–Fri").

If you want to test the workflow before importing your full portfolio, use Settings → Data → Create sample data to load a small example portfolio. You can delete it any time; sample records are clearly labeled.

3. Add units and tenants

Inside a property, add units (e.g. "Unit 2B") with bed/bath counts and the current tenant's name and contact info. Tenant phone and email are used for status updates — if you don't have one, leave it blank and the request will fall back to the other channel.

4. Add a few vendors

From Vendors → Add vendor, enter the name, trades, ZIP coverage, and preferred contact method. Even one vendor per trade is enough to start dispatching work orders.

5. Set your owner approval threshold

Under Settings → Owner Approval Rules, set the dollar threshold above which an owner must approve before work is dispatched. Default is $500.

6. Invite your team

Settings → Team Members → Invite. Pick a role (Owner, Manager, Coordinator). New teammates get an email invite they can accept on any device.

You're ready

Your tenant request portal is live at the URL shown in Settings → Integrations. Hand it to a tenant or paste it on your website and you'll start receiving structured requests.