Start with the portfolio
Add active properties, units, owners, tenants, and leases before moving historical records.
JHA Solutions documentation
Practical guidance for setting up and running the workspace
Find guidance for portfolio setup, roles, properties, leases, maintenance, calendars, documents, financials, owner reporting, and field operations.
Clear tools for real property-management work
Set roles and responsibilities
Invite team members and give each person access to the records and workflows they need.
Build the daily workflow
Connect calendars, add recurring work, organize maintenance, and verify reporting with the team.