PA courts require guaranty signed "individually" — not in corporate capacity.
✓ Continuing Guaranty: This guaranty automatically applies to rent increases and lease renewals without requiring a new signature (standard in PA).
🔧 Unit-Specific Data
📷 Click to upload photo
PPL Electric1-800-342-5775
UGI Gas1-800-276-2722
PA American Water1-800-565-7292
Work Order
+ Add Vendor
Quick-add for one-off payees (handymen, gift recipients, etc.). You can edit details later in Vendors tab.
💳 Log Payment
Allocate this payment to invoices
📝 Create internal invoice for this payment
This vendor doesn't send invoices, so we'll create one for your books.
👷Vendor
✏️ Edit Task
📱 Tenant at this unit:
🧾 Attach Invoice to Work Order
🔧 Create Work Order
Track where issues originate to spot trends.
🔄 Add Recurring Maintenance
Set up preventive maintenance that auto-generates work orders on a schedule.
🧾 Create Invoice
💳 Record Payment
Invoice Total
$0
Already Paid
$0
Remaining
$0
📷
Tap to add Zelle screenshot, check photo, etc.
✏️ Edit Payment
⚠️ Note: Changes will be logged in the audit trail.
📋 Audit Trail
History of changes to this record
Property Manager
Pittston & Wilkes-Barre Portfolio
Portfolio Dashboard
13 mixed-use units · Pittston & Wilkes-Barre, PA
🚨
Good afternoon
$0
Net this month
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🔄 Upcoming Scheduled Maintenance (30 Days)
📋 Tasks
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🔄 Scheduled Maintenance This WeekAuto-generated from Maintenance Plan
No maintenance scheduled
This Week
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Finances
Expected$0
Collected$0
Expenses-$0
Net$0
✅ Recently Completed
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Quick Actions
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Vendor Quoted
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Reviewing bids
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Filter:
💳 Pending Vendor Payments
🔴 Urgent & New
🔵 Active Field Operations
📁 All Operations (Full Search & Filter)▾
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Source
Property
Category
Description
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Status
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YTD Total Paid
$0
All vendors, all properties
This Month
$0
Paid invoices
Top Vendor YTD
—
$0
Vendor Payment Reconciliation
Date Paid
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Audit
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➕ Create New Task
📋 Active Tasks
✅ Completed Today
📧 Email invoices to this address:
invoices@conciergeattheresidence.com
Vendors email invoices here → they auto-appear below with smart work-order matching.
One-time setup (required for auto-email capture — ~20 min):
Set up inbound email routing. Easiest option: SendGrid Inbound Parse (free up to 100 emails/day). Alternatives: Mailgun Routes, Postmark Inbound, or CloudMailin.
Point your MX records for invoices.conciergeattheresidence.com (a subdomain) at the service above.
Create a Supabase Edge Function that receives the webhook POST and inserts into vendor_documents. A template function is saved in the comment block at the bottom of this file — search for INBOUND_EMAIL_EDGE_FUNCTION_TEMPLATE.
Attachments go into the documents storage bucket; the parsed sender email matches to a vendor row by email field.
Smart matching (already built below): incoming invoice auto-suggests the right open work order by vendor + amount + date proximity.
Before the webhook is set up: you can still drag-drop or paste invoice PDFs below — the matching logic works the same way either way.
📎 Upload Invoice Manually
📥
Drop invoice PDF/image here or click to browse
We'll auto-detect vendor, amount, and suggest the matching work order
📋 Incoming Invoices (Pending Review)
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📊 Operations Analytics
Spend by building and tax category. Useful for Schedule E prep — confirm categorizations with your CPA before filing.
YTD Operations
0
Work orders this year
YTD Total Spent
$0
Paid invoices
Avg / Month
0
Work orders
Most Common
—
Category
YTD Expense by Building
Tax Category Breakdown
Category
Total
% of Portfolio
Tax Treatment
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⚠️ Not tax advice. CapEx labels are suggestions — confirm capitalization decisions with your CPA. Items default to "repairs" when no category is set on upload.
Issues by Category
🚨 Trends & Alerts
🔄 Recurring Maintenance Schedule
Preventive maintenance tasks that auto-generate work orders
📅 Upcoming Scheduled Maintenance
Active Maintenance Plans
Task
Property
Category
Frequency
Next Due
Vendor
Actions
No recurring tasks yet
🏠 Schedule a Showing
📅 Upcoming Showings
📄 Upload Lease
Upload a lease PDF for a unit. Tenants will be able to view it in their portal.
📎
Click to select PDF
📋 Current Leases
Units with leases on file:
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🏘️ Current Vacancies & Available Units
Units currently available for showing / leasing.
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Pending
0
Awaiting review
Approved
0
All time
Rejected
0
All time
👤 Tenant Requests
🔧 Vendor Applications
💬 Send Message to Tenants
0 tenant(s) selected
📬 Recent Conversations
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Select a tenant to view messages
💬
Select a tenant to view conversation
📢 Broadcast to All Tenants
Send a message to all tenants at once (building notices, announcements, etc.)
Current Rent Roll
$0
0 of 13 occupied
Optimized Run Rate
$0
All units at renewal
Annual NOI Forecast
$0
Apr 2026 – Mar 2027
Vacancy Loss
$0
vs full occupancy
Unit / Tenant
Current
Target
Utilities
Lease End
Status
Notes / Action
💵 Rent Payment Tracker
Mark rent as paid to update the tenant portal
Expected
$0
0 units
Collected
$0
0 paid
Outstanding
$0
0 unpaid
Collection Rate
0%
This month
Unit Payment Status
Unit
Tenant
Rent Due
Status
Paid Date
Method
Reference
Actions
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📋 Recent Payment History
Date Paid
For Month
Unit / Tenant
Amount
Method
Reference
Notes
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💵 Record Rent Payment
✓ Tenant will see this payment confirmed in their portal immediately.
🧾 Invoice Management
Track vendor invoices, record payments
Unpaid Invoices
$0
0 invoices
Paid This Month
$0
0 payments
Due Within 7 Days
$0
0 invoices
Overdue
$0
0 invoices
Date
Invoice #
Vendor
Description
Amount
Tax Category
Status
Actions
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12-Month Income Forecast
Click any row to edit · Apr 2026 – Mar 2027
Revenue & NOI Trend
Property
Unit
Tenant
Lease
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Jan
Feb
Mar
Expense Forecast — Budget vs Actual
Actual = paid invoices (non-capital), bucketed by payment date.
💰 Savings Opportunities
Add Vendor
📱 Test SMS
Vendor Directory
⚠️ Archived Items
Items here are hidden from normal views but preserved in the database. You can restore them at any time.