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The operating manual.

Set up the workspace, follow the property lifecycle and use the exact Free, Plus and Pro boundary for every connected workflow.

Coming to the App StoreSee the features

Getting started

During setup, tell Chaabi how you work, choose the jobs you want help with, and name the dashboard and organization. These choices establish the workspace where your operating records live.

Build the record from the property outward. Add the property, add its units, then connect tenants, rent activity and work orders to the correct place.

  1. 1Choose your operating role and goals
  2. 2Name the dashboard and organization
  3. 3Add a property, its units and the people connected to them

Organization workspace

The organization workspace is the boundary around one operation. Its properties, units, people and operating records stay together, and a separate organization keeps a separate set of records.

The iPhone and iPad app remains the manager's command center. Plus and Pro can connect that workspace to cloud sync and hosted portals; the workspace itself is not a promise of live multi-staff permissions.

  • Use the organization name that owners, residents and vendors will recognize
  • Attach each record to the property, unit or person it concerns
  • Use account switching when two operations must remain separate

Free, Plus & Pro

The plans change capacity and operating depth. StoreKit-localized pricing in the App Store is authoritative, so this guide focuses on what each plan includes.

  • Free — 1 property, up to 2 units, up to 10 business expenses, one PDF floor plan, application and tenant records, rent roll, work orders, trust records and audit history
  • Plus — up to 25 properties with unlimited units, expenses and floor plans, plus hosted applicant intake, lease creation, expense reports, owner billing, the vault, vacancies and leads, exports, cloud sync, hosted portals and advanced floor-plan capture
  • Pro — unlimited properties and units, plus portfolio analytics, recurring expenses, Siri shortcuts, Building Controls and multi-building Sites

Properties & Sites

A property is the home for its units, tenants, leases, work orders and operating history. Start there so later records inherit the correct building and unit context.

Free supports one property with up to two units. Plus supports up to 25 properties with unlimited units per property. Pro removes those limits and adds Sites for grouping related buildings such as a campus, plaza or multi-building community.

  1. 1Add a property
  2. 2Add and label its units
  3. 3On Pro, group related properties under a Site when needed

Vacancies & leads

Vacancy marketing and the lead pipeline are included with Plus and Pro. Keep the unit being filled, listing activity, inquiry source, notes and next follow-up in one leasing flow.

When a prospect is ready, send an application link tied to that opportunity instead of rebuilding their context in a separate record.

  1. 1Open the vacant unit and record its marketing activity
  2. 2Add inquiries as leads and set the next follow-up
  3. 3Move a qualified lead into the application flow

Applications & leasing

Application records and their review states are available in the core app on every plan. Create an application directly, keep its supporting details together, and move it through New, Reviewing, Approved, Declined or Converted.

Plus and Pro add the hosted Applicant Portal, lead and vacancy context, approved-applicant conversion, and the guided Ontario lease workflow with generated PDF.

  • Deploy the application template before inviting the applicant
  • Request missing documents and keep review notes on the application
  • Confirm the unit, rent and term before conversion and lease generation

Tenants & rent

Tenant records, rent roll and payment tracking are core features on every plan. A tenant profile keeps the unit and household context together with notes, communications, tickets, attachments and financial history.

Use the rent roll to review paid, partial and outstanding states by month and record payments against the correct tenancy. The guided lease wizard and hosted Resident Portal require Plus or Pro.

  1. 1Connect the tenant to the correct property and unit
  2. 2Keep household and tenancy details on the tenant record
  3. 3Record rent against that tenancy so its history remains intact

Work orders & vendors

Work orders and vendor records are core features on every plan. Connect the property, unit, tenant, owner and assigned vendor as needed, then keep scope, schedule, status, attachments and completion evidence on the job.

The hosted Vendor Portal requires Plus or Pro cloud sync. It gives the assigned vendor a focused view of the scope, access instructions, timing and attachments, with field updates returning to the work-order record.

  1. 1Create a work order directly or from a tenant request
  2. 2Assign a vendor and separate internal notes from vendor instructions
  3. 3Review status and evidence before completing the job

Building Controls

Building Controls is a Pro feature for property internals, equipment and asset records. Track identity, condition, warranty, vendors, service history, next-service dates, linked tasks, expenses and activity at the physical-system level.

Use Upkeep for replaceable parts and recurring service items. Furnace defaults can track an air filter on a 90-day interval alongside items such as humidifier panels, burner cleaning and vent or intake inspection, with due and overdue reminders.

  1. 1Open Building Controls from the property
  2. 2Add the system or asset and its service details
  3. 3Enable the relevant Upkeep items and log each replacement

Floor plans

Free can keep one uploaded floor-plan PDF. Plus and Pro remove the floor-plan cap and add manual sketching, camera-based corner capture and LiDAR scanning on supported devices.

Keep the result with the unit and choose the export purpose and layers needed for leasing, internal property management, maintenance or renovation planning. Captured dimensions are planning references, not certified drawings.

  • Free — upload one existing PDF floor plan
  • Plus and Pro — sketch, edit and use camera or supported-device LiDAR capture
  • Export options include PDF, PNG, SVG, DXF and USDZ where the selected plan supports them

Trust & audit history

Trust records and audit history are available in the core app without a premium gate. Trust supports owner trust, tenant bond or deposit, and mixed account records with beneficiary balances, transaction history and three-way reconciliation.

The workspace Audit Log is append-only and exportable, while applications, invoices, tenants, work orders, assets and other records keep their own activity or revision histories. These are recordkeeping tools, not legal, accounting or compliance certification.

  1. 1Create the appropriate trust account type
  2. 2Post money to the correct beneficiary and reverse errors instead of erasing history
  3. 3Reconcile and export the evidence required for review

Cloud sync

Cloud sync and hosted portals are included with Plus and Pro. Cloud connection is opt-in; enable it for the organization when you want backup, cross-device synchronization or a hosted browser portal.

Synced records remain organization-scoped. Cloud restore merges records it finds and does not delete records that exist only on the device.

  1. 1Open Settings → Cloud Sync on Plus or Pro
  2. 2Connect the intended organization workspace
  3. 3Invite external participants only after their underlying record is ready

Portal experiences

Plus and Pro can connect four focused participant portals to the organization workspace. A separate public Leads Portal publishes shareable property or unit listings for prospective renters.

  • Owner Portal — shared property information, financial summaries, invoices and statements
  • Applicant Portal — application questions, supporting documents and status
  • Resident Portal — balances, payment history, documents, maintenance requests and on-record chat
  • Vendor Portal — assigned scope, access details, timing, attachments, progress and completion evidence
  • Public Leads Portal — listing details, interest capture and showing availability through a shareable link

Teams & roles

Multi-staff invitations and configurable team permissions are coming soon. They are not a live Free, Plus or Pro capability in the current app.

Organization roles exist in the underlying workspace model, but the current Team screen is only a scaffold. Do not rely on it to invite staff, authenticate additional users or enforce custom permissions yet.

Still have a question?

Chaabi is coming to the App Store. Use this guide to map the right workflow and plan before the listing goes live.

Coming to the App Store