Getting Started with EstateTrack

Your first invoice will be running within 5 minutes of reading this page.

Step 1: Create Your Account

1. 1
   Go to the Sign Up page at /signup.
2. 2
   Choose your preferred title: Landlord (for individual property owners) or Executive Manager (for real estate executives managing multiple properties/managers). This title will be used to address you throughout your portal.
3. 3
   Enter your name, email, and a secure password.
4. 4
   Check your email for a confirmation link and click it.

[SCREENSHOT: /signup — the EstateTrack signup form with title selector]

Step 2: Set Up Your Portfolio

After confirming your email, you'll land on the Onboarding screen.

1. 1
   Enter your Business Name (e.g., "Kamau Properties").
2. 2
   Select your Country — this determines which payment methods are available to you.
3. 3
   Click Complete Setup.

You will be taken directly to your Dashboard. Open /dashboard

[SCREENSHOT: /dashboard — the main dashboard immediately after first login, showing empty property and tenant counts]

Step 3: Add Your First Property

1. 1
   Click Properties in the navigation bar.
2. 2
   Click the Add Property button (top right).
3. 3
   Enter the property name, type (Residential, Commercial, etc.), and its address.
4. 4
   Click Save.

Your property is now in the system. Next, add the units inside it.

Step 4: Onboard Your Team & Tenants

1. 1
   Go to Staff & Team (/staff) or Managers (/managers) to generate permanent invitation links.
2. 2
   Property Managers: Executive managers and landlords can invite dedicated property managers assigned to a single property via the Managers hub or invite module. They get full operational access to that property (units, tenants, maintenance, rent) without billing access or cross-property visibility.
3. 3
   Caretakers: Invite caretakers to manage day-to-day maintenance requests and tenant oversight for an assigned property.
4. 4
   Tenants: Generate targeted invite links assigning tenants to specific vacant units. Share links via WhatsApp or direct copy.

Step 5: What Happens Automatically

Once units and tenants are set up, EstateTrack runs a scheduled job on the 28th of each month that generates rent invoices for all your active tenants — you don't need to do anything. Your tenants receive an instant notification when their invoice is ready.

Step 5: Personalize and Install the App (Web App)

EstateTrack is a Progressive Web App (PWA) designed to work perfectly on your phone and desktop. You don't need to visit the App Store.

From your Profile Dropdown (Top Right Corner):

1. 1
   Click your initials in the top right corner of any portal.
2. 2
   Select Theme to toggle between Light, Dark, or System modes.
3. 3
   If your device supports it, click Install App to securely download EstateTrack to your device.
4. 4
   Click Enable Notifications so you never miss an important property update.

Alternative Manual Installation (Phones):

• iPhone (Safari): Tap the Share button at the bottom, then Add to Home Screen.
• Android (Chrome): Tap the Menu (three dots) in the top right, then Install App.

Now you can open EstateTrack just like a normal app on your phone.

Password Recovery & Access

If you ever forget your password:

1. 1
   Go to /forgot-password from the sign-in page.
2. 2
   Enter your account email address to receive a secure recovery link.
3. 3
   Open the link in your email and set a new password on /reset-password.
4. 4
   You will be automatically redirected to your portal.

Next Steps

• Add tenants: See How to Add a Tenant
• Invite a caretaker: See Staff Management
• Set up payments: See Rent Collection

Open /dashboard