Detailed workflow
Help Center
Find practical setup guidance, daily workflow checklists, and support paths for property managers, finance teams, landlords, tenants, and administrators using RentalDesk.
Start Here
If you are evaluating or setting up RentalDesk for the first time, follow these steps before moving a full portfolio into production.
- Confirm your business profile, branches, users, and permission levels.
- Add properties, unit blocks, units, and rent schedules.
- Add tenants, lease dates, deposits, opening balances, and billing start dates.
- Connect payment collection workflows and confirm receipt or reconciliation rules.
- Generate a small test invoice and review the tenant statement, owner report, and dashboard totals.
Popular Guides
- Property setup: how to add and structure properties, blocks, units, rates, and vacancies.
- Tenant onboarding: how to add tenants, assign units, set billing dates, and issue portal access.
- Rent collection: how to generate invoices, record payments, issue receipts, and follow arrears.
- M-Pesa reconciliation: how to review imported transactions and match them to invoices or tenants.
- Owner reporting: how to prepare landlord statements, income reports, expenses, and occupancy summaries.
- Team control: how to manage user roles, branch access, finance permissions, and audit trails.
Support Scope
Support includes issue diagnosis, configuration guidance, workflow troubleshooting, import guidance, payment-flow checks, report review, and escalation for supported production features.
Go-Live Checklist
- Business profile, contacts, currency, and billing settings are confirmed.
- Properties, units, tenants, leases, deposits, and opening balances are reviewed.
- Invoices, receipts, tenant statements, and owner reports agree for a sample portfolio.
- Payment channels, callbacks, imports, and reconciliation steps are tested.
- Staff roles, landlord portal access, and tenant portal access are assigned intentionally.
Setup Support
For setup help, data migration guidance, report checks, or team training, contact support@rentaldesk.co.ke or book a guided walkthrough.
Related Pages
See Integrations, SLA, Trust Center, and Security.