Find anything with search

Jump straight to any tenant, property, unit, lease, or document from anywhere in the app. You can also type what you want to DO, and search hands you the shortcut.

Before you start

• Search is free on all plans for managers and owners.
• You only ever see your own account's records. Search is scoped to your account and your role, so it never returns another account's data.

Steps

1. Press Cmd K on a Mac or Ctrl K on Windows or Linux to open the search bar. On a phone, tap the search icon in the top bar.
2. Start typing. Try a tenant's name, a property address, a unit label, or a document name.
3. Watch the results group by type as you type. Use the up and down arrow keys to move between them.
4. Press Enter on the highlighted result, or tap it, to go straight to that record.
5. Press Escape to close search without going anywhere.

Type an action instead of a name

You do not need to know where a task lives in the menu. Type the task and search offers the shortcut.

• log rent or record a payment opens the payment form.
• file a maintenance request or report a repair opens a new work order.
• add a tenant, new lease, add a property open the matching form.
• move a tenant in starts the move in setup.
• record an expense or enter a bill opens the expense form.
• who owes me rent opens Overdue rent. export t776 opens your tax pack.
• n1 or n4 opens the forms filler, when your account has it turned on.

Open search with an empty box and it suggests a few actions you can run, each with the phrase that finds it. You only ever see actions your role and plan allow, so nothing is offered that you cannot open.

What happens next

• Selecting a result takes you to that record's page, for example a tenant's profile or a lease.
• Recent picks show up the next time you open search, so getting back to a record you were just on takes two keystrokes.

Troubleshooting

• Nothing happens when I type one letter. Search needs at least two characters before it looks, so a single keystroke is ignored on purpose.
• A record I expected is missing. Archived and deleted records do not show in search. Check the archive if you put it there on purpose.
• A tenant only sees a little. Tenants can search their own lease and documents only. They never see other tenants, other leases, or your internal documents.
• The shortcut does nothing. Some browsers reserve Cmd K or Ctrl K. Use the search icon in the top bar instead, it opens the same search.
• My action is not offered. Search only offers actions your role and plan allow. If a feature is turned off for your account the action stays hidden rather than opening a page you cannot use.
• Typing two letters shows no actions. Two letters is a fragment, not a task, so search matches menu names only until the third character. A short code you type in full, like n4, still works.