Tenant Door Tags
Step-by-Step Guide

📱 Mobile App Guide

1. Open the unit

   Open the location, tap Site Info, open UNITS, TENANTS & RENT and tap TENANTS & DOOR TAGS, the green button at the top of it. A location with no units yet walks you through four steps: the units (One house, or a range like 1-12), their tenants, who gets tenant alerts, and the door tags. After that, tap a unit, ADD A UNIT, or ADD SEVERAL UNITS. TENANTS & DOOR TAGS: every unit with its tenant, Tag ready and its rent, and PRINT ALL TAGS.
2. Print the tag: In the unit, under DOOR TAG, tap CREATE THE DOOR TAG. Then PRINT DOOR TAG (PDF) makes a letter-size tag, and MAKE A STICKER LABEL prints on label stock. On the list, CREATE MISSING TAGS and PRINT ALL TAGS do every unit at once, one tag per page. A tag will not print until someone is on the TENANT ALERT LIST, so a request always reaches a person. A unit’s DOOR TAG: its printed code, PRINT DOOR TAG (PDF) and MAKE A STICKER LABEL.
3. Write the building info for tenants: In Site Info, under UNITS, TENANTS & RENT, open BUILDING INFO FOR TENANTS and write it once: the office, its phone, email and hours, the emergency number, what counts as an emergency, the shutoffs, and anything else. For one unit that differs, open the unit, then BUILDING INFO ON THIS DOOR TAG, and COPY IN THE BUILDING INFO FOR TENANTS to start from it. BUILDING INFO FOR TENANTS: what every tenant sees when they scan, written once for the building.
4. What the resident sees: Scanning the tag opens Request service for that unit: an Emergency box, COMING UP and RECENT SERVICE for that unit, who to contact, and a request form with room for up to three photos. If rent is set up for the door tag, a Pay rent button is there too. If you turned on SHOW TENANTS THEIR REQUESTS (in UNITS, TENANTS & RENT), a Your requests list shows each request from that unit with its category, date and a status: Received, Being worked on, Done, or Closed if the work order was cancelled. No app and no account. The page a resident gets from the tag: Request service for their unit, COMING UP, RECENT SERVICE and the emergency questions.
5. Handle the request: Requests arrive by email or text to the TENANT ALERT LIST, and in the Inbox: on the home screen open WORKFLOW, tap Inbox, then the Tenants tab. On a team, choose who under ASSIGN TO, then CREATE WORK ORDER, or Mark handled without a work order. The MESSAGE TO THE TENANT (OPTIONAL) box on the request card, or on the work order, takes a short note (up to 300 characters) that shows under the request on the door tag as Update from the office. The Inbox, Tenants tab, where tenant requests arrive.

Good to know

• Door tags are Pro: the tag is a live URL code, and a request reaching you needs Pro.
• A request never becomes a work order on its own. You review it first.
• Each tag takes one request an hour, so one resident never blocks a neighbour.
• Replacing a tag retires the old one at once, so a lost card stops working.
• A resident reporting gas, fire, water or a door that will not lock is shown the number to call instead of a form.
• Optional: turn on SHOW TENANTS THEIR REQUESTS (off until you do) and the tag also lists that unit’s requests as a category, a date and a plain status, never the tenant’s own words. Everyone who scans that unit’s tag sees the same list.
• A unit keeps its past tenants. When you change the tenant, the earlier one stays under TENANT HISTORY with Moved in and Moved out dates. MOVE DATE (OPTIONAL) sets the day, and Same tenant, just correcting the details fixes a typo without recording a move. On the phone and the dashboard.
• A tenant request and its photos are deleted automatically 2 years after you mark it handled. You can still delete one sooner.