Quickstart
Go from a new account to your first recorded payment in a few steps.
This walks through the shortest path from sign-up to a lease with a payment recorded.
1. Create your account
Sign up with your email and a password, or continue with Google. Confirm your email address using the link we send you. Choose your business currency and timezone in Business Settings; the currency is used everywhere money is shown.
2. Complete business verification
New businesses are asked for a few details before the rest of the app opens: tax ID (TIN), business address and a business phone number. A business registration number and supporting documents are optional. Your progress is saved as you go, so you can leave and come back.
3. Add an asset
Open Assets and add what you rent out. Pick a type (property, vehicle, equipment, land or general), give it a label and a rate, and set its purchase price and date if you want return on investment later. If you have many, use the import instead.
4. Add a customer
Open Customers and add the person or company renting from you. A phone number is enough to start.
5. Create a lease
Open Contracts, choose the asset and the customer, set the start and end dates, the rate and its frequency, and any deposit. See Leases for the options.
6. Record a payment
On the lease, choose Record a payment, enter the amount and how it was paid, and save. The lease balance and your dashboard update straight away, and you can download a PDF receipt.