Welcome to Your Dashboard The dashboard is the first thing you see after logging in, and it earns that spot. It gives you a live count of everything happening in your account, a map of all your properties, a full browsable property list, and quick access to vendors and clients. Whether you're getting your bearings or jumping straight into a busy day, this is where it all starts. The Info Boxes Running across the top of the page is a row of colorful stat boxes. Each one shows a live count of something important in your account: Properties, Vendors, Users, Work Orders, Surveys, Tenants, Reminders, Contracts, Bills, and Clients. Every box is clickable and takes you straight to the corresponding page. You choose which boxes appear. Scroll to the bottom of the info box row and click Shortcuts to pick the ones that matter most to your day. If you only care about Work Orders and Vendors, show just those. If you want the full picture every morning, keep them all. If your account has an overdue invoice, a red alert banner will appear at the top of the dashboard above everything else. It won't be subtle. Quick Actions Just below the info boxes is a three-part action bar. On the left, you have property management shortcuts: + Property creates a new property record. Print All Properties opens a print-ready view of your full property list. Download All to CSV exports your property list as a spreadsheet, up to 200 properties at a time. In the middle, there's a vendor search field. Type at least three characters and a matching list of vendors appears. Select one and you go straight to that vendor's detail page. On the right, a client search works exactly the same way. Three characters minimum, pick from the results, land on the client page. The Map The left half of the lower dashboard is an interactive Google Map showing a red pin for every property in your account. The map automatically adjusts its zoom level to fit all your properties in view when it loads. Click any pin and a small popup shows the property name as a clickable link. Clicking that link takes you to the property page. At the same time, that property gets highlighted in the list on the right side of the page, so you always know exactly which one you clicked. If you don't need the map taking up screen space, click the chevron in the Map card header to collapse it. Click again to bring it back. The Properties List The right half of the lower dashboard is your full browsable property list. By default it loads up to 200 properties at a time. If you have more, a Load Next 200 button appears at the bottom to pull in the next batch. Searching and Filtering You have four ways to narrow the list: Search by Name or Zip is the search field at the top of the properties card. Type at least three characters and matching properties appear instantly. Selecting one takes you to that property's page. View By State is a dropdown that filters the list to a single state. Pick a state and only properties in that state are shown. Changing the state filter automatically clears any manager filter you had active. All Properties (the manager dropdown) filters the list to properties assigned to a specific manager or user in your account. Selecting a manager clears the state filter. These two filters work independently of each other. Search by Address is a secondary search tucked below the other filters. Click the "Search by address" link to expand it. Type at least six characters of a street address and click Search to find a property by its address. This is handy when you know the street but not the property name. What Each Property Shows Every property in the list displays: Property name as a clickable link to the full property page Property ID (a small badge in the corner, or a QuickBooks ID if your account uses that integration) Print icon to open a printable report for just that property Full address Client assigned to the property, if one exists, as a clickable link Vendor assigned to the property, if one exists, as a clickable link Trade badges showing every trade active on that property. Each badge is clickable and takes you directly to that property/trade combination. Contracts are available via a file icon on the property row. Click it and the contracts associated with that property load inline. If a property has been marked as sold, a red SOLD! label appears next to its name. How the Map and List Work Together The map and the property list are connected. When you apply a state or manager filter, both the list and the map update together. The map clears its current pins and redraws with only the properties that match your filter. Whatever you're looking at in the list, the map reflects it. Clicking a map pin highlights the matching property in the list. Clicking a property link in the list navigates to that property. They're two views of the same data, and you can use whichever makes more sense for what you're trying to find. The Left Menu: Your Navigation at a Glance Every page in Sytewise is one click away from the menu on the left side of the screen. Here's what each item does. Some menu items only appear if your account has that module activated, so your menu may not show all of these. Dashboard — You're already here. The starting point with your stats, map, and property list. Properties — Your full list of managed properties. From here you can browse, search, and open any property record. The submenu also gives you a direct link to create a new property, run an advanced property search, and merge duplicate records if your account has that feature enabled. Contracts — A searchable list of all contracts across your portfolio. Open any contract to see its details, linked work orders, and billing history. Clients — Manage the client organizations associated with your properties. Each client record holds contact information and links to the properties they own or manage. Vendors — Your full vendor roster. Add new vendors, view contact details, track insurance certificates, and see the work order history for any vendor in your account. Surveyors — Manage the surveyors assigned to properties in your account. Surveyors operate separately from vendors and are used for inspection and survey-related workflows. Tenants — Track tenants associated with your properties, including contact information and unit assignments. Users — Manage the admin users who have access to your Sytewise account. The submenu also gives you access to Contacts, which are the property-level contacts used throughout the system for notifications and correspondence. WOs — Work Orders. A searchable list of all open and completed work orders across every property. Create new work orders, track status, manage vendor assignments, and link checklists. Surveys — Create and manage property surveys. Assign them to surveyors and track completion. Bills — Track bills associated with work orders and vendor services across your portfolio. Fixtures — A cross-property view of all fixtures in your account. Useful when you need to find or manage a specific piece of equipment without navigating through individual property pages. Cabinets — Build and manage cabinet preset layouts used in grid-based fixture planning. This is a specialized tool for accounts that track interior fixture grids. Forms — Configure and review vendor-submitted forms. Forms are assigned to vendors for health, safety, and compliance documentation, and submissions are tracked here. Checklists — Manage checklist templates and search fixture checklists across all properties. This is the top-level view; individual checklists are also accessible from each fixture and work order. Insurance — Track insurance policies associated with vendors and properties. Manage policy details, expiration dates, and coverage records in one place. Library — A document and resource library for your account. Store reference files, standard operating procedures, or any shared materials your team needs access to. Reference — Manage reference articles that can be published and shared within the platform. Email Log — A record of every email sent through Sytewise: work orders, checklists, surveys, and more. Useful for confirming delivery or tracking what was sent to a vendor. Reminders — Set up automated reminders tied to property events and track pending reminder actions. The Reminders dashboard shows both incomplete actions and the active reminder rules driving them. Account — Your account settings. Manage your company information, module activations, integrations, and billing.