Dashboard
— properties— tenants— monthly rent roll
This month · rent collection
—
collected of — charged
—
Open collection
Outstanding
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Rent and fees not yet paid
Occupancy
—
Units with an active lease
Open Maintenance
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Requests waiting
Needs attention
Overdue rent, payments to confirm, leases ending, open requests
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Quick actions
Income vs Expenses
Last 6 monthsLoading chart…
Occupancy Rate
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Properties
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Recent Tenants
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Recent Activity
Last 20 actions across the system
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Properties
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🏢
Total Units
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From database
💰
Monthly Rent
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From database
📈
Properties
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Active
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🏢
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Units
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Monthly Rent
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Corporation
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Outstanding
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Units
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Details
Bank—
Account—
City—
Occupancy—
Insurance Policies
⏳ Loading insurance...
Open Maintenance
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Contractor Jobs & Payment History
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Expenses for this Property
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Tenants
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✅
Current
—
Paid up this month
⚡
Partial
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Partially paid
⏰
Overdue
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Need follow-up
🔄
Auto-Pay
—
Enrolled in auto-pay
Tenant Directory
Click any row to view full profile
| Tenant | Unit | Property | Lease Ends | Balance | Auto-Pay | Status | ||
|---|---|---|---|---|---|---|---|---|
| ⏳ Loading tenants... | ||||||||
Terminated Tenant Records
Past tenants — lease ended, moved out, evicted. All documents preserved.
3 Records▼
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Active
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Monthly Rent
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Balance
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Lease End
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YTD Paid
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Contact
Email—
Phone—
Move-in—
Deposit—
Pay Method—
Payment History
⏳ Payment history loads once wired to database
Communication Log
⏳ Communication log loads from database
Payment Collection
Rent payments and fees
💰
Total Collected
—
All time
📅
This Month
—
Current month
⏳
Pending
—
Awaiting
⚠️
Overdue
—
Past due
Who Owes What
Open rent charges and late fees per tenant. Charges are created automatically on each lease's due day.
| Tenant | Property / Unit | Open items | Balance | Days late | |
|---|---|---|---|---|---|
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Payments Received
Every payment recorded, newest first
| Date | Tenant | Property | Amount | Method | Type | Status | Receipt |
|---|---|---|---|---|---|---|---|
| No records yet — click + Record Payment to add one. | |||||||
Ledger & History
All transactions across all accounts
📋
Transactions
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Total records
📥
Total Credits
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Income received
📤
Total Debits
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Expenses paid
💎
Net Balance
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Credits − Debits
| Date | Description | Property | Debit | Credit | Balance |
|---|---|---|---|---|---|
| No records yet — click + Record Payment to add one. | |||||
Expenses & P&L
Track all property expenses
💸
Total Expenses
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All time
📅
This Month
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Current month
🏷️
Top Category
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📊
Net P&L
—
Income − Expenses
| Date | Category | Vendor | Property | Amount | Method | Status |
|---|---|---|---|---|---|---|
| No records yet — click + Add Expense to add one. | ||||||
Payment Methods
Configure how tenants can pay you — these options appear on receipts, portal, and payment modals
💳
Total Methods
0
Configured
✅
Active
0
Enabled for tenants
📱
Zelle
0
Zelle IDs on file
🏦
Bank / Wire
0
Bank accounts
Active Payment Methods
Drag to reorder · toggle to enable/disable · click to edit
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💡 How this works: Add your Zelle IDs, Venmo handles, bank accounts, or Stripe details here. When you send a payment request to a tenant (or they open the portal), they'll see all active methods as options with instructions. You can have multiple Zelle IDs, multiple banks, etc. Admin-only editing.
💳 Add Payment Method
✕
Leases & Signatures
All lease agreements
✅
Active
0
Current
📅
Expiring Soon
0
Next 60 days
⏰
Expired
0
Needs renewal
💰
Monthly Total
$0
From all leases
All Leases
Click any row to view / edit
| Tenant | Unit | Property | Rent/mo | Start | End | Status | Docs |
|---|---|---|---|---|---|---|---|
| No records yet — click + New Lease to add one. | |||||||
📋 New Lease Agreement
✕
🔍 Scan signed lease — auto-fills rent, deposit, late fee, start/end dates from the document.
👤 Parties
💰 Financial Terms
📅 Dates
📝 Terms
📄 Status & Documents
Maintenance
Work orders and repair requests
🔧
Open
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Needs attention
⚙️
In Progress
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Being worked on
✅
Completed
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Resolved
🚨
Emergency
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High priority
| Date | Title | Property | Unit | Priority | Assigned | Status |
|---|---|---|---|---|---|---|
| No records yet — click + New Request to add one. | ||||||
Contractors
Contractor directory and job assignments
👷
Contractors
—
In directory
🔨
Active Jobs
—
In progress
💰
Outstanding
—
Owed to contractors
✅
Completed
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Jobs this year
| Contractor / Company | Trade | Phone | License | Insured | Rate | 1099 | Action |
|---|---|---|---|---|---|---|---|
| ⏳ Loading contractors... | |||||||
Reminders & Alerts
Upcoming deadlines, renewals, tasks
⏰
Overdue
0
Past due
📅
Due This Week
0
Next 7 days
🔔
Pending
0
All pending
✅
Completed
0
Finished
All Reminders
Click any reminder to see full details
| Due Date | Title | Category | Priority | Property | Assigned To | Status |
|---|---|---|---|---|---|---|
| No reminders yet — click + Add Reminder to create one. | ||||||
Add Reminder
✕
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Property Inspections
Move-in, move-out, periodic walkthroughs — with photo evidence
🔍
Total
0
All-time
🔑
Move-In
0
This year
🚪
Move-Out
0
This year
📅
Periodic
0
This year
All Inspections
Click any row to view / edit
| Date | Type | Property | Unit | Tenant | Inspector | Status |
|---|---|---|---|---|---|---|
| No inspections yet — click + New Inspection to start one. | ||||||
🔍 New Property Inspection
✕
📋 Inspection Details
✅ Checklist
Check each area and mark condition. Add notes or attach photos for anything not in pristine condition. Add sections or items as needed.
📝 Overall Summary
Receipts & Proofs
Every payment receipt and document
🧾
Total Receipts
—
All time
📅
This Month
—
Current month
📎
With Docs
—
Receipts with files
📷
Missing Proof
—
No attachment
| Date | Receipt # | Tenant | Amount | Method | Property |
|---|---|---|---|---|---|
| No records yet — click + Record Payment to add one. | |||||
Photos & Documents
All uploaded files across the system
📁
Total Files
0
All uploads
🖼
Images
0
Photos
📄
PDFs / Docs
0
Documents
💾
Storage Used
0 MB
Total size
All Files
Click any file to open — hover for details
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Reports & Analytics
Select type · property · date range · then generate
🔧 Report Builder
Period: Year-to-Date 2025 (Jan 1 — Apr 4, 2025)
📊
Select a report to get started
Choose report type, property, and date range above — then click Generate Report
Users & Permissions
Role-based access control
👤
Team Members
—
Active users
👑
Admins
—
Full access
🏢
Managers
—
Property access
Role Permissions Matrix
| Action | Super Admin | Admin | Property Mgr | Bookkeeper | Maintenance | Read Only |
|---|---|---|---|---|---|---|
| View dashboards & records | ✅ | ✅ | ✅ | ✅ | Maint. only | ✅ |
| Add / edit tenants & leases | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ |
| Record payments | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
| Void payments | ✅ | ✅ | ❌ | ✅ | ❌ | ❌ |
| Delete payments | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |
| Add / edit expenses | ✅ | ✅ | ✅ | ✅ | ❌ | ❌ |
| Maintenance & contractor jobs | ✅ | ✅ | ✅ | ❌ | ✅ | ❌ |
| Edit properties & units | ✅ | ✅ | ✅ | ❌ | ❌ | ❌ |
| Corporations / LLC bank details | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |
| Stripe & payment settings | ✅ | ✅ | ❌ | ❌ | ❌ | ❌ |
| Reports & exports | ✅ | ✅ | ✅ | ✅ | ❌ | ✅ |
| Audit log | ✅ | ✅ | ❌ | ✅ | ❌ | ❌ |
| Manage team members | ✅ | Non-admins | ❌ | ❌ | ❌ | ❌ |
Team Members
| Name | Phone | Role | Properties | Added | ||
|---|---|---|---|---|---|---|
| ⏳ Loading team members... | ||||||
Corporations
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🏛
Entities
—
Corporations / LLCs
🏠
Properties
—
Across all entities
🏢
Total Units
—
All properties
💵
Rent Roll
—
Monthly total
⏳ Loading corporations...
💡 Combined portfolio stats load from your database.
Tenant Portal — Admin View
Manage tenant access and share the portal link with your tenants
ℹ️ This is the admin view. Your tenants access their portal via a direct link. They never see the admin sidebar — just the clean tenant login screen. Share the link below, or click Preview as Tenant to see what they see.
Tenant Portal URL
💡 Send this link to tenants via email or SMS. When they open it, they'll see the tenant login screen directly — no admin sidebar. They log in with the email address on their tenant record (plus an optional PIN if you set one).
Active Tenants & Portal Access
Who can access the portal
| Tenant | Phone | Portal Access | ||
|---|---|---|---|---|
| ⏳ Loading... | ||||
💳
Pay Rent Online
Tenants see all configured payment methods with instructions
🔧
Submit Maintenance
With photo uploads — goes straight to your maintenance queue
📄
View Documents
Lease, receipts, balance history — everything in one place
Settings
System preferences, notifications, and account configuration
Account & Profile
Stripe Integration (per LLC)
Each LLC has its own Stripe account (Stripe requires one legal entity per account).
Configure per-LLC keys below. Once enabled, tenants of that LLC see a 💳 Pay with Card tile in their portal
that runs real Stripe Checkout — money lands in that LLC's bank on Stripe's payout schedule.
Requires the
Requires the
create-checkout-session and stripe-webhook Edge Functions
(see SUPABASE_EDGE_FUNCTIONS.md).
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Data Backup & Export
Export your entire database as a single JSON file. Includes all tenants, leases, payments, expenses, properties, corporations, documents metadata, and everything else. Safe to restore into a fresh database. Run this monthly and store offsite for disaster recovery.
Individual CSV exports are available on each list page (Tenants, Payments, Expenses, Leases, Properties, Maintenance).
Audit Log & Activity
Every action in Shri Rentals is logged with the timestamp, user, entity, and details. Review the last 200 events to see who did what and when. Useful for compliance, dispute resolution, and tracking changes.
Email & SMS Backend
Shri Rentals logs every notification to the
notifications table. To send real emails/SMS automatically, deploy the Supabase Edge Functions (see SUPABASE_EDGE_FUNCTIONS.md). Until then, click any queued notification in the 🔔 bell panel to open your email client, SMS app, or WhatsApp with the message pre-filled.
These values are stored in your browser and passed to your deployed Edge Functions. Never commit them to git.
Theme & Display
Auto dark mode (7 PM – 7 AM)
Compact sidebar
Show financial charts on dashboard
Show pending transactions on dashboard
Notifications
Email — rent overdue alerts
Email — payment received
SMS — rent overdue (7+ days)
SMS — NSF / failed payment
App alerts — maintenance requests
Daily summary email (7 AM)
Late Fee Settings
Auto-apply late fee after grace period
Legal & Branding
Optional — fill in any of these and they'll appear in the site footer + tenant portal. Leave blank to hide. Saved locally to this browser; export as part of the JSON backup.
Footer renders automatically when at least one field is filled. Blank fields are hidden.
Danger Zone