User Guide

📖 User Guide

Welcome to
PropertyDesk

Your complete guide to managing landlords, buildings, units, contracts and cheques — all in one place, built for the UAE property market.

6 Core modules
6 Auto emails
Live Notifications
8am Daily alerts
🚀
Getting Started
Set up your portfolio in the right order
Important: Always add records in this order — Landlord → Building → Unit → Tenant → Contract → Cheques. Each record depends on the one before it.

Use the Quick Actions buttons on the Dashboard to add new records, or use the navigation menu at the top of the page.

👤 Add Landlord
🏢 Add Building
🚪 Add Unit
👥 Add Tenant
📝 Add Contract
🧾 Add Cheque
1

Add your Landlords first

Click Add Landlord from the Dashboard Quick Actions or from the Landlords page. Enter the landlord's full name, phone number, and email address. The email is required for automatic notifications to work.

2

Add Buildings

Click Add Building. Link the building to its landlord using the owner field. Add the building name and location details.

3

Add Units

Click Add Unit. Link each unit to its building and assign the owner (landlord). Add the unit number and type. Note that your plan includes a maximum number of units.

4

Add Tenants

Click Add Tenant. Enter the tenant's full details including their email address. This email is used to send them automatic payment reminders and contract notices.

5

Create a Contract

Click Add Contract. Link it to a unit and a tenant. Set the contract number, start and end dates, and annual rent amount. The end date is used to trigger expiry alerts.

6

Add Cheques

Click Add Cheque. Link the cheque to its contract. Enter the cheque number, amount, due date, and bank name. Set the initial status to Received.

👤
Managing Landlords
Property owners in your portfolio
📝Key Fields

Full name, email address, and phone number. The email address is essential — without it, the landlord will not receive any automatic notifications from the system.

📊Portfolio Report

Every landlord has a dedicated portfolio report page showing all their buildings, units, active contracts, and cheques — with KPI summary cards at the top.

🔍Finding a Landlord

Use the Landlords section in the top navigation to search, filter, and browse all landlords. Click any landlord name to open their full profile and portfolio.

✉️Auto Notifications

Landlords automatically receive emails when a cheque is due tomorrow, a cheque bounces, or a contract is expiring in 7 days — as long as their email is saved.

🏢
Buildings & Units
Your physical property portfolio
🏢Buildings

Each building belongs to a landlord and groups your units together. Navigate to Buildings from the top menu to see the full list with unit counts.

🚪Units

Units are the individual rentable spaces inside buildings. Each unit has a number, type, and is linked to both a building and an owner (landlord).

📏Unit Limit

Your subscription plan includes a maximum number of units. When the limit is reached, the system will display a warning and prevent new units from being added until your plan is upgraded.

🟢Occupancy

A unit is considered occupied when it has an active contract linked to it. The Dashboard tracks occupancy rate automatically across your entire portfolio.

📋
Contracts
Tenancy agreements and renewals
UAE Law: Tenancy contracts in the UAE are typically 1 year and must be registered with EJARI. PropertyDesk tracks your contracts and alerts you 7 days before expiry so you have time to arrange a renewal or issue a vacating notice.
FieldDescription
Contract No.Unique reference number for this contract (e.g. C-1302)
UnitThe unit this contract covers — links to the unit record
TenantThe tenant linked to this contract — must be added first
Start DateThe date the tenancy begins
End DateThe contract expiry date — used to trigger the 7-day expiry alert
Annual RentTotal yearly rent in AED — used in portfolio KPI calculations
💡

Renewing a contract

When a contract is renewed, create a new contract record with the new dates and rent amount. Keep the old contract as a historical record — do not delete it.

💡

Vacating a tenant

When a tenant vacates, mark the contract as unpublished to remove it from active views. The unit will then show as vacant in occupancy reports.

⚠️ Expiry Alert: The system sends an automatic email to both the landlord and tenant exactly 7 days before the contract end date. Make sure both email addresses are filled in on their records.
🧾
Cheques & Payments
Tracking payments and managing bounces
StatusMeaningWhat to do next
ReceivedCheque collected from tenant, not yet depositedDeposit at bank on or before the due date
DepositedCheque submitted to the bankWait for clearance confirmation
ClearedPayment successfully processedNo action needed — complete
BouncedCheque returned by the bankOffice contacts tenant to arrange a replacement
ReplacedA replacement cheque has been issuedAdd the new cheque as a separate record
When a cheque bounces: Open the cheque record, change the status to Bounced, and save. The system will immediately send an alert email to both the landlord and tenant automatically. The cheque will also appear in the notification bell for 30 days.
1

Recording a bounced cheque

Open the cheque from the Cheques page or by clicking it in the notification bell. Change its status to Bounced and save. Emails are sent automatically.

2

When the tenant provides a replacement

Change the original bounced cheque status to Replaced. Then click Add Cheque to create a new cheque record for the replacement with the new due date and amount.

3

Confirming clearance

Once the bank confirms a cheque has cleared, open the record and update the status to Cleared. This removes it from all active alert views and dashboards.

📊
Dashboard & KPIs
Your entire portfolio at a glance

The Dashboard is your home page. It shows live KPI cards, quick action buttons, and recent activity across your portfolio — all updated in real time.

🏠Total Units

Total number of units in the system across all buildings, regardless of whether they are occupied or vacant.

📋Active Contracts

The number of currently active tenancy contracts. This is the basis for the occupancy rate calculation.

💰Total Annual Rent

The combined annual rent value of all active contracts. Represents your total portfolio revenue for the year.

📈Occupancy Rate

Percentage of units with an active contract. Calculated automatically as: active contracts ÷ total units × 100.

🧾Cheques Due Today

Cheques with today's date as their due date. These should be deposited at the bank today.

🚨Bounced Cheques

Currently bounced cheques that haven't been resolved. The office should follow up with the tenant to arrange a replacement.

The Quick Actions row at the top of the Dashboard gives you one-click shortcuts to add any new record — landlord, building, unit, tenant, contract, or cheque — without navigating through the menu.
🔔
Notification Bell
Live alerts visible on every page

🔔

9

Always visible in the top header

The bell icon shows a red badge with the number of active alerts. Click it on any page to see a grouped list of what needs your attention right now.

 
🔴 Bounced Cheques

Cheques marked as bounced within the last 30 days. Shown first — highest urgency. Click to open the cheque directly.

 
🟠 Due Today

Cheques with today's due date. These need to be deposited at the bank today.

 
🟡 Due Tomorrow

Cheques due the next day. Advance notice to prepare for collection or bank deposit.

 
🔵 Contracts Expiring

Contracts expiring within the next 7 days. Contact the tenant to arrange renewal or confirm vacating date.

💡

Clicking a notification

Each item in the bell is a link. Clicking it opens the relevant cheque or contract page directly so you can take action immediately.

💡

Dismiss All

Click Dismiss all inside the panel to hide all alerts for the current session. They will reappear the next time you log in or the following day.

✉️
Automatic Email Alerts
6 notifications sent automatically — zero manual effort

PropertyDesk monitors your portfolio every day and sends emails automatically. You don't need to do anything — as long as email addresses are saved on each landlord and tenant record.

EventWho receives itPurposeWhen it's sent
Cheque due tomorrowLandlordKept informed — the office handles collection8am daily
Cheque due tomorrowTenantReminder to ensure sufficient funds are available8am daily
Contract expiring in 7 daysLandlordKept informed — the office will arrange renewal8am daily
Contract expiring in 7 daysTenantNotice to contact the office about renewal or vacating8am daily
Cheque bouncedLandlordKept informed — the office will contact the tenantImmediately on status change
Cheque bouncedTenantAlert to contact the office immediatelyImmediately on status change

Here is an example of what a bounced cheque alert looks like:

From: Property Desk <support@youroffice.ae>
URGENT: Bounced Cheque — #10014
Dear Kareem Zahdan,

A cheque has been returned as bounced:

Cheque No.: #10014  |  Amount: AED 7,500.00  |  Due Date: 22/04/2026
Bank: Gulf Horizon Bank  |  Unit: 301  |  Contract: C-1302

Our office will be in touch with the tenant shortly to resolve this matter.

Best regards,
Property Desk
⚠️ Emails won't send if: The landlord or tenant record is missing an email address. Always make sure to fill in the email field when adding or editing a landlord or tenant.
💡
Tips & Best Practices
Get the most out of PropertyDesk
💡

Always fill in email addresses

The email field on landlord and tenant records is not visually marked as required, but it is essential for the notification system. Without it, that person receives no automatic alerts.

💡

Update cheque statuses in real time

The system works best when statuses are updated promptly. Mark cheques as Deposited when you submit them to the bank, and Cleared once the bank confirms. This keeps all dashboards accurate.

💡

Check the notification bell every morning

Make it a habit to click the bell when you log in. It shows everything that needs attention that day — bounced cheques, due payments, and expiring contracts — all in one place without searching.

💡

Use the Landlord Report for client meetings

Before meeting a landlord, open their portfolio page. It shows all their properties, active contracts, cheque statuses, and financial KPIs in one view — perfect for a quick briefing.

💡

Don't delete old contracts

Keeping historical contracts preserves your cheque payment history. When a contract ends, mark it as inactive rather than deleting it. This keeps the data safe for future reference.

💡

Use consistent contract numbers

Use a simple format like C-1001, C-1002 for your contract reference numbers. This makes searching and cross-referencing much easier, especially when a landlord has multiple properties.