Property Management Integration in Dash SaaS

Company Dashboard

• Key metric cards display your business snapshot including Total Properties, Total Tenants, Active Tenants, Total Revenue, and Maintenance Requests, enabling you to assess your operation’s health instantly.
• The Property Type Chart visually represents your occupancy rate with Occupied vs Vacant Units, giving you an immediate sense of how efficiently your units are performing.
• The Tenant Status Chart tracks your financial health by showing Pending vs Paid Invoices, helping you identify payment patterns and cash flow status.
• The Recent Properties section (Last 8) and Recent Tenants section (Last 8) keep you informed of your most recent additions, helping you stay current with your growing portfolio.
• The Welcome Card provides a customizable property listing link with copy functionality, making it easy to share your public property website with potential tenants.

Tenant Dashboard

• For tenants, the dashboard displays Current Rent/Sale Amount, Lease Expiry Days, Maintenance Requests, Pending Invoices, and Total Paid amounts.
• Tenant Information shows Property Name, Unit Number, Lease Dates, and Monthly Rent/Sale Amount for easy reference.
• Recent Invoices (Last 5) and Payment Chart with invoice status distribution help tenants track their payment history and upcoming obligations.

Brand Settings

• To establish your company’s visual identity, access Brand Settings and upload your Logo, Footer Logo, and Favicon. Fill in the Site Title, Footer Text and Footer Description fields to complete your branding setup.
• Once saved, your Logo appears in the website header, the Footer Logo and Footer Text display in the website footer, and the Favicon and Site Title shows in the browser tab when visitors access your site.
• Below the brand information, manage the Dashboard Welcome Card Settings by entering the Card Title, Card Description, Button Text, and selecting a Button Icon. After filling in all the required details, click the Save Changes button to store the settings.
• The Dashboard Welcome Card displays the customized welcome message with your specified title, description, and button configuration.

Banner Section

• The Banner Section allows you to create multiple banners for your homepage hero area. Add Banner Images, Banner Titles, and Banner Descriptions that introduce your property management services. Include call-to-action buttons for each banner to encourage visitor engagement. After entering all the required details for each banner, click the Save Changes button to apply the updates.
• Once saved, these banners automatically appear on the homepage in a rotating slider format, creating an engaging first impression for visitors and highlighting your key properties or services with smooth transitions between banner content.

About Section

• The About Section manages content for your website’s About page. Enter the About Us Title, Content , and upload an About Us Image to represent your company. Also you can add multiple Tips Description using the Add Tip button and every Tips Description in enter the Description. After completing all required fields, click the Save Changes button to apply the updates.

• Once saved, this information automatically appears on the About Us section in Homepage with your uploaded image prominently displayed alongside the title and description, helping visitors understand your company’s background, values, and expertise in property management.

Service Section

• The Service Section manages the services offered by your property management company. Enter the Title, Add multiple services by clicking the Add Service button. For each service, enter the Service Name, Service Description, and select an appropriate Service Icon to represent the service visually. After completing all required fields, click the Save Changes button to apply the updates.

• Once saved, these services automatically appear on the homepage and services page in an organized grid layout with icons, helping visitors understand the range of property management solutions you provide with clear visual representation.

Gallery Section

• The Gallery Section manages a visual showcase of your properties. Enter the gallery title, then click the Add Image button to upload multiple gallery images. Each image can be added individually to build an attractive gallery that highlights your property portfolio. After completing all required fields, click the Save Changes button to apply the updates.

• Once saved, the gallery automatically appears on the homepage in the Our Portfolio section. The images are displayed in an organized grid layout with hover effects and lightbox functionality, providing visitors with a visually engaging and professional tour of your available properties.

Testimonials

• The Testimonials section manages customer reviews and feedback display. Add multiple testimonials by clicking the Add Testimonial button. For each testimonial, enter the Customer Name, Designation or Title, Rating using a 1-5 star system, Review Comment, and upload a Profile Image of the customer. After completing all required fields, click the Save Changes button to apply the updates.

• Once saved, these testimonials automatically appear on the homepage in a slider format with star ratings prominently displayed, allowing visitors to read authentic feedback from satisfied clients and building trust in your property management services.

FAQs

• The FAQs section manages expandable question and answer displays. Add multiple FAQs by clicking the Add FAQ button. For each FAQ, Enter the Question and Answer. After completing all required fields, click the Save Changes button to apply the updates.

• Once saved, these FAQs automatically appear on The FAQ page provides expandable question and answer items with search functionality to help visitors find specific information quickly. Categories organize FAQs by topics for better user experience.

Title Section

• Manage section titles and SEO elements across your website through the Title Section. Set your Properties Title, Latest Properties Title, Blog Title, Article Title, FAQ Title, and Newsletter Description. Apply your configuration by clicking Save.
• This section controls the display of section titles throughout your website including “Properties,” “Latest Properties,” “Blog,” “Article,” and “FAQ” sections. The Newsletter Description and all titles are stored in the backend with SEO meta tags, optimizing your website for search engines while managing how titles appear to visitors across different sections.

Contact Section

• The Contact Section manages contact information displayed throughout your website. Enter your Title, Description, Location Title, Visit Address, Choose Icon For Location Text, and Contact Title, Call Details, Choose Icon For Contact Text and Email Title, Support Email, Choose Icon For Email Text. and include Location Coordinates for Google Map Iframe. After completing all required fields, click the Save Changes button to apply the updates.

• Once saved, this contact information automatically appears in the contact page with organized sections for address, phone, email, making it easy for visitors to reach your property management company through their preferred communication method.

Booking Section

• Structure your booking process through the Booking Section. Provide your Booking Title and add multiple Process Steps by clicking on the Add Process Step button. Entering the Process Step name and its Description for each step. After completing all required fields, click the Save Changes button to apply the updates.
• The Booking Section integrates directly into your property detail pages, displaying your title with a visual representation of each process step and its corresponding description. This guides potential tenants through the booking request journey, helping them understand what to expect at each stage of the reservation process.

Footer Section

• Design your website footer by accessing the Footer Section. Enter your Location, Phone No., and Email address. Select or upload your Location Icon, Phone Icon, and Email Icon to represent each contact method. Add multiple Social Links by specifying the Social Link URL and uploading the corresponding Social Icon for each platform. After completing all required fields, click the Save Changes button to apply the updates.
• Once saved, this footer information automatically appears at the footer section of all website pages, providing visitors with essential contact details and social media connections to enhance your property management business’s online presence and accessibility.

Custom Pages

• To create a new custom page, fill in the Title, Description, enter your Page Content using the Rich Text Editor, select whether to Enable Page Footer using the toggle button (Enable or decibel), configure your SEO Settings, and set the Publication Status. After completing all required fields, click the Create button to save the page.
• The Custom Pages list displays a table with columns for Title, Slug, Footer Enabled, and Action. Click View in the Action column to preview a page, select Edit to modify its content, or choose Delete to remove a page.

• Your custom pages become accessible via custom URLs such as Privacy Policy, Terms & Conditions, or any other page you create. The SEO Settings optimize these pages for search engines, the Publication Status controls public visibility, and the optional footer maintains consistent branding. Page content stored in the backend displays automatically on the frontend at your specified URL.

Amenities

• The Amenities list shows a table with columns for Amenity Name, Icon, Category, and Action. Click Edit to modify an existing amenity or select Delete to remove it.
• To add a new amenity, enter the Amenity Name, select an Amenity Icon to represent it, write an Amenity Description, and assign it to a Category. Click Save to add the amenity.
• Your amenities are stored in the backend and become available throughout your property management system for linking to individual property listings. Amenities like parking, gym, swimming pool, or other property features display on property detail pages. The amenity information automatically appears on the frontend whenever associated with a property.

Manage Properties

• To add a new property, click the Create button and fill in the comprehensive property details. Enter basic information including Property Name, complete Address with City, State, Country, and Zip Code. Add precise Location Data by entering Latitude and Longitude coordinates for accurate mapping and location services.

• Include financial information such as Security Deposit amount and Maintenance Charge that will be applied to tenants. Provide a detailed Description highlighting the property’s key features and benefits. Upload Multiple Property Images to showcase the property from different angles and highlight its best features. Add a comprehensive list of Facilities available at the property.

• The properties list displays all your properties with essential information including property images, names, addresses, total units count, and available units count. The system automatically calculates unit statistics based on the units created for each property. Use the Search functionality to quickly locate specific properties, and apply filters to narrow results based on property characteristics.
• From the Actions column, you can Show complete property details including all information, image gallery, and integrated unit management. Edit property information when updates are required, or Delete properties that are no longer part of your portfolio. The Show Property Details page provides a comprehensive overview with property location displayed on an interactive map.

Manage Units

• To add a new unit, click the Create button and select the parent Property from the dropdown menu. Enter specific unit details including Unit Name or Number, number of Bedrooms, Baths, and Kitchen facilities available.
• Select multiple Amenities from the predefined list to highlight unit features, specify the Unit Type, and provide a detailed Description of the unit’s characteristics and benefits. Configure rental information by setting the current Rentable Status as Vacant or Occupied, choose the appropriate Rent Type as Monthly, Yearly, or Quarterly, and enter both Rent Amount and Sale Amount for flexibility.

• Specify whether Utilities are Included in the rental price to provide clear information to potential tenants. The system automatically manages unit status updates based on tenant assignments and lease management.
• The list displays all units with comprehensive information including unit names, associated properties, bedroom and bathroom counts, kitchen facilities, assigned amenities, rent types, rental amounts, current status, and available actions. Use search and filtering options to quickly locate specific units based on various criteria.
• From the Actions column, you can Show complete unit details including all specifications and current tenant information, Edit unit information when updates are required, or Delete units that are no longer available for rent.

Manage Listings

• The Property Listings section allows you to create and manage public listings that appear on your frontend website for potential tenants to browse. To create a new listing, click the Create button and select the Property and specific Property Unit from the dependent dropdown menus that automatically load available options.
• Configure listing settings by setting the Status as Visible or Not Visible to control public display, specify the List Type, and add Tax information if applicable. The system automatically populates property details including complete address information, country, state, city, pincode, and property description from the selected property.

• Unit information is also auto-filled including rent type, security amount, rental amount, maintenance charge, bedroom count, bathroom count, kitchen facilities, assigned amenities, and utilities included status. Add additional details such as En-suites, Lounge areas, Garage or Parking availability, Dining facilities, and Total Square footage.
• Upload Multiple Images specifically optimized for frontend display to create attractive listings that showcase the property effectively to potential tenants. These images should highlight the property’s best features and provide a comprehensive visual tour.
• The listings are displayed in a table format showing property names, associated units, listing types, total square footage, current status, and available actions. From the Actions column, you can Edit listing details to update information or modify images, or Delete listings that are no longer needed or available.

Manage Tenants

• The Property Tenants section provides comprehensive tenant management including personal information, property assignments, and document management. To add a new tenant, click the Create button and enter basic information including Tenant Name, Email Address, Password for their account access, and Contact Number. Include family details such as Total Family Members and complete address information with City, State, Country, and Zip Code.
• For property assignment, select the Property from the dropdown menu, then choose the specific Unit from the dependent dropdown that displays available units for the selected property. The system automatically fills rental information including Total Rent amount, Rent Type, Security Deposit, and Maintenance Charge based on the selected unit configuration.
• Manage tenant documents by uploading required files based on the Property Document Types configured in the system setup. Documents are securely stored and can be previewed or downloaded as needed. The system automatically creates a user account for the tenant with appropriate role permissions for dashboard access.
• The tenant list provides both table view and grid view options for easy management. The table displays tenant names, contact information, email addresses, assigned properties and units, lease expiry dates, current status, and available actions. Use search functionality to quickly locate specific tenants and apply filters to narrow results based on various criteria.
• From the Actions column, you can Show complete tenant details including personal information, property assignment, and uploaded documents. Edit tenant information when updates are required, Delete tenant records when necessary, or use the Status action for lease management when leases expire.
• The Show Tenant Details page provides comprehensive information organized into sections for tenant personal information, assigned property and unit details, and document management with preview capabilities.

Manage Property Invoices

• The Property Invoices system automatically generates and manages rental invoices for all tenants. Invoices are created automatically when new tenants are added to the system and when lease renewals occur. Each invoice receives a formatted invoice number following the pattern PI-YYYY-MM-XXX for easy identification and tracking.
• Invoice information includes the auto-generated Invoice Number, associated Property and Unit details, Tenant information, Issue Date, and Due Date. Financial details show Total Amount, Paid Amount, Balance Amount, and current Status which can be Paid, Pending, or Overdue based on the due date.
• The invoice list displays all invoices with columns for Invoice ID, Tenant Name, Creation Date, Due Date, Total Amount, Current Status, and available Actions. The system automatically detects overdue invoices based on due dates and updates status accordingly.
• From the Actions column, you can Show complete invoice details including all invoice information, payment history, and status tracking. The Show Invoice page provides comprehensive invoice information with PDF download functionality and status change capabilities to mark invoices as Paid or Not Paid. Delete invoices when necessary, though this should be done carefully to maintain financial records integrity.

Manage Property Payments

• The Property Payments section provides comprehensive payment processing and allocation management for tenant payments. To record a new payment, click the Create button and enter the Payment Date, select the Tenant from the dropdown menu, and enter the Payment Amount with a minimum value of 0.01. Add an optional Reference Number for external payment tracking and Notes for additional payment information.
• The advanced invoice allocation system allows you to select multiple outstanding invoices for the tenant and allocate specific amounts to each invoice. The system automatically calculates balances and ensures allocations don’t exceed the total payment amount. This feature enables partial payments and payment splitting across multiple invoices.
• The payment list provides advanced filtering options including Tenant Filter, Status Filter for Pending or Cleared payments, Date Range Filter, and Search by Payment Number functionality. All columns are sortable, and pagination is configurable for efficient data management.

• From the Actions column, you can Update Payment Status from Pending to Cleared, which automatically updates associated invoice paid amounts, recalculates balance amounts, and changes invoice status to Paid or Partial as appropriate. Delete payments that are in Pending status, with role-based permission control for security.
• The payment system maintains complete audit trails, tracks payment history, and provides real-time balance calculations. Integration with invoice management ensures automatic status updates and accurate financial reporting throughout the system.

Manage Maintenance Requests

• The Property Maintenance Requests section allows tenants and administrators to create and track maintenance issues for properties. To add a new maintenance request, click the Create button and select the Tenant from the dropdown menu. The system automatically fills the associated Property and Unit information based on the selected tenant.
• Enter the Issue title and provide a detailed Description of the maintenance problem. Set the initial Status as Pending, In Progress, or Completed based on the current situation. Upload an Attachment file if needed to provide visual documentation of the maintenance issue.
• The maintenance request list displays all requests with columns for Tenant Name, Property, Unit, Issue title, Description, Current Status, and available Actions. Use search and filtering options to quickly locate specific maintenance requests based on tenant, property, or status criteria.
• From the Actions column, you can Show complete maintenance request details including all information and attached files, Edit maintenance requests to update status or add additional information, or Delete requests that are no longer relevant. The system maintains complete maintenance history for each property and tenant.

Document Type Management

• Document Type management allows you to define which documents are required or optional for tenants during the application process.
• To create a new Document Type, click the “Create” button. Fill in the Name field and select whether it’s a Required Field by choosing “Is Required” or “Not Required”.
• The table displays columns for Document Name, Required Field, and Action. Available actions include Edit and Delete.
• This section helps you standardize the documentation process by defining document types such as ID, Lease Agreement, or any other documents you need from tenants.

Manage Tenant Requests

• The Property Tenant Requests section manages booking requests submitted through the public property listing website. These requests are automatically created when potential tenants submit booking forms on the frontend website. The system captures Tenant Name, Email, Phone number, selected Property and Unit, Status, Payment Type, Payment Status, and Total Amount.
• The request list displays all booking requests with columns for Tenant Name, Property, Unit Name, Current Status, and available Actions. Use filtering and search options to manage requests efficiently and track their progress through the booking process.
• From the Actions column, you can convert to Tenant which creates a complete tenant record including user account creation, lease generation, invoice creation, and unit status updates to occupy. This streamlined process transforms website inquiries into active tenant relationships. Delete requests that are no longer valid or have been processed through other means.

• The conversion process uses the same comprehensive form fields as regular tenant creation, ensuring all necessary information is captured and proper documentation is maintained throughout the tenant onboarding process.

Manage Expenses

• The Property Expense Tracking section allows you to record and monitor all expenses associated with your properties. To add a new expense, click the Create button and select the Property from the dropdown menu. Enter the Expense Amount, select or enter the Category for expense classification, specify the Expense Date, and provide a detailed Description of the expense.
• The expense list displays all recorded expenses with columns for Property Name, Amount, Category, Expense Date, Description, and available Actions. Use search and filtering capabilities to analyze expenses by property, category, or date range for financial reporting and budgeting purposes.
• From the Actions column, you can Show complete expense details, Edit expense information when corrections are needed, or Delete expense records that are no longer accurate. This expense tracking system helps maintain accurate financial records and supports property profitability analysis.

Manage Inspections

• The Property Inspections section allows you to schedule and record property inspection activities. To add a new inspection, click the Create button and select the Property from the dropdown menu. Enter the Inspection Date, Inspector Name, Inspection Result, and detailed Comments about the inspection findings.
• The inspection list displays all inspection records with columns for Property Name, Inspection Date, Inspector Name, Inspection Result, and available Actions. Use search and filtering options to track inspection schedules and results across your property portfolio.
• From the Actions column, you can Show complete inspection details including all findings and comments, Edit inspection information to update results or add additional notes, or Delete inspection records when necessary. Regular property inspections help maintain property conditions and ensure tenant satisfaction.

Manage Communications

• The Property Tenant Communications section provides a centralized system for recording and tracking all communications between property management staff and tenants. To add a new communication record, click the Create button and select the Tenant from the dropdown menu. Enter the Communication Date, specify the Sender, and add the detailed Message content.
• The communications list displays all recorded interactions with columns for Tenant Name, Communication Date, Sender, Message content, and available Actions. Use search and filtering options to quickly locate specific communications or track communication history with individual tenants.
• From the Actions column, you can View complete communication details, Edit existing messages to add updates or corrections, or Delete communication records that are no longer needed. This system ensures clear documentation of all tenant interactions and helps maintain professional communication standards.

Manage Utilities

• The Property Utilities section allows you to track and manage utility readings and charges for your properties. To add a new utility record, click the Create button and select the Property from the dropdown menu. Choose the Utility Type such as Electricity, Water, Gas, or Internet, and enter the Reading Date.
• Record the Current Reading and Previous Reading to calculate usage, and enter the Amount Due based on utility company billing. The system can track multiple utility types per property and maintain historical reading data for analysis and billing purposes.
• The utilities list displays all utility records with columns for Property Name, Utility Type, Reading Date, Current Reading, Previous Reading, Amount Due, and available Actions. Use search and filtering capabilities to manage utility tracking across your property portfolio.
• From the Actions column, you can Show complete utility details, Edit utility information to update readings or amounts, or Delete utility records when corrections are needed. This utility management system helps track property operating costs and can support tenant billing for utilities.

Manage Contractors

• The Property Contractors section allows you to maintain a database of contractors and service providers for your properties. To add a new contractor, click the Create button and enter the Contractor Name, Mobile Number, Contract Duration, and Service Type they provide.
• The contractor list displays all contractor records with columns for Name, Mobile Number, Service Type, Contract Duration, and available Actions. This centralized contractor database helps you quickly access contact information for maintenance and repair services.
• From the Actions column, you can Show complete contractor details, Edit contractor information to update contact details or service types, or Delete contractor records that are no longer current. Maintaining an organized contractor database ensures efficient property maintenance and repair coordination.

Blog Management

• The Blog Management page allows you to create and manage property-related articles, market insights, and company news to improve SEO and customer engagement.
• To create a new Blog Post, click the “Add Blog Post” button. Enter the Title, upload a Blog Image, add a Description, write the Blog Content, and include helpful Tips for readers.
• The list page provides a button for Add Blog Post. The table displays columns for Title, Featured Image, Publication Date, Status (Published/Draft), Views, and Action. Available actions include Show, Edit, and Delete.

• The frontend blog display features a blog listing page with search and category filtering, individual blog post pages with social sharing capabilities, related articles suggestions, and a comment system for user engagement to build a community around your property business.

Newsletter Subscribers

• The Newsletter Subscribers page manages email subscriptions from visitors to your website for marketing campaigns and property updates.
• Subscriber information includes Email address and Subscribed Date (automatically set to creation date). The system tracks subscription sources from the website footer, contact forms, blog pages, and property inquiries.
• The list page displays columns for Email Address, Subscription Date, Status (Active/Unsubscribed), Source, and Action. Available actions include the Delete functionality for email marketing campaigns.

• Newsletter signup forms appear in the website footer, blog sidebar, and contact pages for marketing list building. The system includes email campaign integration and unsubscribe link management for compliance.

Contacts

• The Contacts page manages contact form submissions from visitors to your frontend website, allowing you to track and respond to inquiries.
• Contact information includes First Name, Last Name, Email, Phone, and Subject. The frontend contact form also includes Message content and Newsletter Subscription checkbox option.
• The list page displays columns for First Name, Last Name, Email, Phone, Subject, Message Date, and Action. The available action is Delete. Search functionality allows you to find contacts by name, email, or subject.
• The Contact Us page features a contact form, Google Maps embed showing your office location, office hours, and complete contact information to help potential tenants and clients reach you easily.

Home Page

• The Property Management system includes a complete public-facing website that allows potential tenants to browse properties, submit booking requests, and access company information. The website uses a multi-tenant architecture where each company has a unique URL slug for isolated access to their property listings.
• The homepage provides an engaging introduction to your property management services with a customizable hero banner section featuring property images, titles, and descriptions. Featured Properties section displays available properties with vacant units only, ensuring visitors see current rental opportunities.

• Recent Properties showcase highlights the latest 3 properties added to your portfolio. Counter Statistics display impressive numbers including Total Properties Sold, Total Rental Properties, Total Clients, and Total Apartments to build credibility with visitors.
• The About Section provides company information with images, while the Services Section lists the range of property management solutions you offer. A visual Gallery Section showcases property images in an attractive layout, and Testimonials display customer reviews with ratings in a slider format.
• The Blog Section features the latest 5 blog articles to provide valuable content and improve search engine optimization. Newsletter Subscription allows visitors to sign up for property updates and company news.

Properties Listing Page

• The properties listing page displays available properties in a grid format with 6 properties per page and pagination for easy browsing. Advanced filtering options allow visitors to search by Property Type including All Types, For Rent, or For Sale, and filter by Bedroom Count with options for Any, 1, 2, 3, or 4+ bedrooms.
• Each property listing shows multiple property images, property name and address, unit details including bedrooms, bathrooms, and kitchen facilities, rent or sale amount, and clear property type indication. Search functionality enables visitors to filter properties based on their specific requirements.

Property Details Page

• The property details page provides comprehensive information about individual properties including a multiple image gallery, complete property name, address, and location information. Unit specifications show bedroom, bathroom, and kitchen counts, while an amenities list with icons highlights property features.
• Rent or sale pricing information is clearly displayed along with detailed property descriptions and total square footage. Similar Properties section shows 6 related properties to encourage further browsing. The prominent Book Now button enables direct booking functionality for interested visitors.

• Property features display includes en-suites, lounge areas, garage or parking availability, dining facilities, and utilities included information to help visitors make informed decisions.

Booking System

• The booking system provides a streamlined process for converting website visitors into tenant requests. The booking page displays a property summary with selected property and unit details, automatic pricing calculation that includes base rent plus maintenance charges for rentals or sale amounts for purchases.
• The customer information form requires Name, Email, and Mobile Number as mandatory fields. Payment options allow selection between online and offline payment methods, with total amounts calculated and displayed automatically.
• The booking process flow guides visitors through property selection via the Book Now button, form completion with customer information, payment method selection, and request submission that creates a tenant request in the admin system. User accounts are automatically created with tenant roles, booking requests appear in the admin panel for review, and visitors are redirected to a confirmation page.
• The booking success page displays confirmation details including booking reference and property information, next steps information explaining what happens next, and contact information for support inquiries.