Help Center

Help for Service Professionals

Step-by-step guides for every part of DigitalTenant.

67 published guides

Guides for Service Professionals

11 guides

Sort

Documentation Access· 2 min readService Pros: How to Upload and Manage Your Company FilesLearn how to upload, find, download and delete files in your company's document library.Beginnerfilesdocumentsupload Contacts Management· 2 min readService Pros: How to View and Block Your Landlord ContactsLearn how to find your connected landlords, see their details and work orders, and block or unblock a landlord.Beginnerlandlordscontactsblock Getting Started· 6 min readHow to Sign Up as a Service Pro and Set Up Your CompanyLearn how to create your Service Pro account, pick a plan, verify your email and complete your company profile.Beginnersign upcompany profileplans Employee Management· 4 min readService Pros: How to Set Up Employee Roles and Add EmployeesLearn how to create employee roles, set what each role can do, and give your staff their own logins.Intermediateemployeesemployee rolespermissions Accounting· 2 min readService Pros: How to Respond to a Payment DisputeLearn how to see payment disputes from landlords, gather evidence and respond before the due date.Intermediatepayment disputeschargebackstripe Accounting· 2 min readService Pros: How to Link Bank Accounts and Track TransactionsLearn how to link your bank accounts with Plaid, view balances, and add, import, categorize and export transactions.Intermediatebank accountsplaidtransactions Accounting· 3 min readService Pros: How to Log MileageLearn how to log business trips, calculate mileage amounts, and edit or delete trips in the Mileage page.Beginnermileagetripstravel Maintenance Workflows· 2 min readService Pros: How to Create and Manage Internal TasksLearn how to create internal tasks for your team, assign them, post updates and track them in table or calendar view.Beginnerinternal tasksto-do listteam Accounting· 2 min readHow to Download Your Service Pro ReportsLearn how to open your Service Pro reports, filter them by date and download them as Excel or PDF.Beginnerreportsdownloadexport Accounting· 2 min readService Pros: How to Connect Your Payout Account and Get PaidLearn how to connect your Stripe payout account so landlords can pay your invoices, and how payments reach your bank.Intermediateget paidstripeconnected account Customer Queries· 2 min readService Pros: How to Accept or Decline Landlord Connection RequestsLearn how to review connection requests from landlords in Customer Queries and accept or decline them.Beginnercustomer queriesconnection invitelandlords

Still need help?

Other places to look

FAQShort answers to the questions landlords and tenants ask most.Browse the FAQ GlossaryPlain-English definitions for leasing, accounting and maintenance terms.Open the glossary Talk to our teamStill stuck? Send us a message and a person will get back to you.Contact us

Ready when you are

See it working on your own portfolio.

Book a demo with our team, or compare plans. Property Lite is free up to 3 units.

Book a demo View pricing