Dashboard
Portfolio overview
Homes
Each property, its status, and rolled-up cost & progress
Projects
Every renovation and repair, with next step and payment schedule
| Project / next step | Home | Owner | Status | Budget | Total cost | Paid | Next payment | Due | Forecast |
|---|
Payments
Every scheduled payment across all projects, soonest first
| Due date | Payment | Project | Home | Amount | Status |
|---|
Timeline
Start → forecasted completion, with due dates and today's marker
Team
Who can be assigned to projects
Only an Owner can change roles. Owner = full control · Editor = add/edit projects & costs · Designer = submit approvals · Viewer = read-only.
| Name | Role |
|---|
Check which tabs each role can open. Owners always see everything.
| Tab | Editor | Designer | Viewer |
|---|
Approvals
Designer submits ideas & images; Owner signs off
Activity log
Who changed what, and when
| When | Who | Action | Item | Details |
|---|
Data & sharing
Integrations
Fleet Dashboard
Where every car is, its status, and what's coming up
| Vehicle | Status | Location | Next renewal | Payment | Service YTD |
|---|
Vehicles
Your fleet — finance, insurance, renewals, and trade-ins
Services & Repairs
Every service and repair across the fleet
| Date | Vehicle | Type | Description / reason | Vendor | Dropped → Delivered | Mileage | Cost |
|---|
Running Costs
Recurring operating expenses & vendors — averaged per month and year
| Expense | Home | Vendor | Frequency | Amount | Per month | Per year |
|---|
Messages
Everybody chat & private conversations
Renewals
Upcoming insurance & registration renewals, soonest first
| Due date | Vehicle | Type | Detail | Amount | Status |
|---|
Security
Estate security — patrols, incidents, and requests
Patrol & Incidents
Patrol reports and logged incidents across the estate
| When | Type | Property | Officer | Severity | Status | Details |
|---|
Security Requests
Vehicle staging, extra security for events, driving details
| Date | Type | Property | Vehicle | Status | Notes |
|---|
Kids
Daily summaries, check in/out, injuries & nanny requests
Schedule
Each child's schedule — school, activities, appointments
| Date | Time | Child | Activity | Location | Notes |
|---|
Inventory
Household & grocery stock — low items flagged for reorder
| Item | Category | Property | On hand | Reorder at | Vendor | Status |
|---|
Shopping & Requests
Grocery and household item requests
| Date | Item | Category | Qty | Requested by | Status | Notes |
|---|
Home Reports
Report damage or an incident in the home