> ## Documentation Index
> Fetch the complete documentation index at: https://docs.propilotapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage

> Operate the rentals you already own: portfolio, financials, leases, loans, and documents.

Manage is the workspace for properties your organization already owns. Find it by clicking the zone switcher at the top of the sidebar and choosing **Manage**. The switcher shows a **Beta** label next to Manage.

<Info>
  **Key things to know**

  * Manage has four pages: **Dashboard**, **Financials**, **Portfolio**, and **Documents**.
  * A phone shows **This one likes a bigger screen**. Open Manage on a laptop or desktop.
  * If your plan includes no managed properties, the page says **Manage is not enabled** and offers **View plan options**.
  * Moving a deal from Buy copies it into Manage. The original deal, messages, and files stay in Buy.
</Info>

## In this section

<CardGroup cols={2}>
  <Card title="Getting properties in" icon="house" href="/manage/getting-properties-in">
    Add a property by hand, move one from the pipeline, or import a spreadsheet.
  </Card>

  <Card title="Moving from Buy" icon="arrow-right" href="/manage/moving-from-buy">
    What a move copies, what stays in Buy, and how to retry missing attachments.
  </Card>

  <Card title="Dashboard" icon="chart-line" href="/manage/dashboard">
    Cash flow, ROI, occupancy, and the Needs attention list.
  </Card>

  <Card title="Portfolio" icon="building" href="/manage/portfolio">
    Properties, units, leases, insurance, taxes, systems, and loans.
  </Card>

  <Card title="Financials" icon="coins" href="/manage/financials">
    Income, expenses, acquisition, debt service, and categories.
  </Card>

  <Card title="Documents" icon="folder" href="/manage/documents">
    The file vault, and the documents on each property card.
  </Card>

  <Card title="Import" icon="file-import" href="/manage/import">
    The shared Import menu: statements, property documents, spreadsheets, and Buy attachments.
  </Card>
</CardGroup>

## Buy and Manage

<Tabs>
  <Tab title="Buy">
    Find listings, run comps, contact agents, and move deals through the pipeline until they close. The Buy sidebar is Deal Hub, Lookup, Deal Pipeline, Messages, Sequences, and the Buy Dashboard.
  </Tab>

  <Tab title="Manage">
    Operate what you already own. The Manage sidebar is **Dashboard**, **Financials**, **Portfolio**, and **Documents**. A won deal can move here without leaving ProPilot.
  </Tab>
</Tabs>

Buy is where the deal is still a pursuit. Manage is where it is a rental you operate. The same organization, team, and Messages inbox serve both. Switching zones does not sign you out or hide the other zone's data.

## A first week in Manage

<Steps>
  <Step title="Confirm the plan includes Manage">
    If the page says **Manage is not enabled**, your managed-property limit is zero. Click **View plan options**, or ask an admin. Default plans: Starter has none, Growth has 13, Pro has 25, and Premium is unlimited. A custom limit can differ. See [Billing & Plans](/settings/billing-plans).
  </Step>

  <Step title="Bring properties in">
    Use **+ Add Property** for one address, **Move from Pipeline** for a deal you already analyzed, or **Import property spreadsheet** for a list. See [Getting properties in](/manage/getting-properties-in).
  </Step>

  <Step title="Add the operating records">
    On Portfolio, record leases, insurance, taxes, systems, and loans. Those records are what **Needs attention** watches.
  </Step>

  <Step title="Record the money">
    Enter income and expenses on Financials, or drop in a statement with **Import**. Review every extracted line before you save it.
  </Step>

  <Step title="Work the Dashboard">
    Check cash flow and ROI for the period you care about, then clear **Needs attention** items by updating the underlying record or recording the payment.
  </Step>
</Steps>

## What each page is for

| Page | Use it to |
| - | - |
| **Dashboard** | See cash flow, ROI, occupancy, value, and loans, then work **Needs attention**. |
| **Portfolio** | Edit properties and units, and keep leases, insurance, taxes, systems, and loans. |
| **Financials** | Record income and expenses, confirm acquisition cost, and review statement imports. |
| **Documents** | Store files, assign them to a property, and open the same files from the property card. |

**Import** is not a fifth page. The same **Import** button sits on all four pages. See [Import](/manage/import).

## Filters that follow you

The bar under the header is shared. Pick one property, or leave it on **Portfolio** to include every managed property. When one property is selected and it has units, a unit filter appears on Dashboard, Financials, and Documents.

The period choices are **Current month**, **Last month**, **Year to date**, **Lifetime**, and **Custom date range**. **Custom date range** asks for the first and last dates to include. Portfolio uses its own property picker inside the page. The date range applies to Dashboard and Financials, not to the Portfolio table itself.

<Tip>
  **Lifetime** includes the whole history, including future-dated rent or loan schedules. Use **Current month** or **Year to date** when you want a normal operating snapshot.
</Tip>

## Who can do what

Anyone in the organization who can open Manage can view the portfolio and update records. Deleting documents follows the same admin rule as the rest of Manage: an admin can delete. Archiving a property asks you to confirm, and a failed row in a bulk archive stays selected so you can retry.

<AccordionGroup>
  <Accordion title="Why can't I open Manage on my phone?">
    Manage is a desktop product. The phone screen says **This one likes a bigger screen** and points you to a laptop for financials, properties, and documents. Deal Hub, Lookup, Pipeline, Messages, and the Buy Dashboard stay on the phone.
  </Accordion>

  <Accordion title="The switcher does not offer Manage">
    The zone switcher only offers Manage when the organization's managed-property limit is above zero. Starter starts at zero. Upgrade, or ask an admin to raise the limit.
  </Accordion>

  <Accordion title="I moved a deal and the pipeline card disappeared">
    It should not. A move adds a managed property and leaves the Buy deal, its stage, and its messages in place. If you do not see the new property, check Portfolio before adding the address again. See [Moving from Buy](/manage/moving-from-buy).
  </Accordion>

  <Accordion title="Where do settings for Manage live?">
    There is no separate Manage settings page. Plan limits are in [Billing & Plans](/settings/billing-plans). Buyer identity, phone, and email stay Buy setup. Categories for income and expenses are created inside Financials with **+ Add category**.
  </Accordion>
</AccordionGroup>

<Note>
  Settings, billing, and team roles live in the **Account** tab of this help center.
</Note>


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