Welcome to PlaceDock!
If you're a self-managed landlord with 2-50 rental units, PlaceDock is built specifically for you. This guide will walk you through everything you need to know to get started.
Step 1: Create Your Account
Getting started is simple:
- Visit placedock.com and click "Get Started"
- Enter your email and create a password
- Verify your email address
- You're in! Start with our 30-day free trial
Step 2: Add Your Properties
The first thing you'll want to do is add your rental properties:
- Click on "Properties" in the sidebar
- Click "Add Property"
- Enter the property address, type, and number of units
- Add photos and important details
- Save your property
Pro Tip: You can import your existing data from Excel to save time!
Step 3: Add Your Tenants
Next, add your current tenants:
- Navigate to "Tenants"
- Click "Add Tenant"
- Enter tenant contact information
- Assign them to their unit
- Set up their lease agreement
Step 4: Set Up Leases
Create lease agreements for each tenant:
- Go to "Leases"
- Click "Create Lease"
- Select the tenant and unit
- Enter lease terms (start date, end date, rent amount)
- Upload the signed lease document
- Save
Step 5: Track Rent Payments
PlaceDock makes rent tracking effortless:
- Navigate to "Rent Payments"
- Click "Generate Payments" for the current month
- Mark payments as received when rent comes in
- View your collection rate and outstanding balances
Step 6: Log Expenses
Keep track of all your property expenses:
- Go to "Expenses"
- Click "Add Expense"
- Categorize your expense (maintenance, utilities, etc.)
- Upload receipts
- Track your profitability
Step 7: Monitor Your Portfolio
Use the Dashboard to get a bird's-eye view:
- Total portfolio value
- Monthly cash flow
- Occupancy rates
- Upcoming lease renewals
- Maintenance requests
Next Steps
Now that you're set up, explore these features:
- Maintenance Tracking: Log and track maintenance requests
- Document Storage: Upload and organize important documents
- Financial Reports: Generate P&L statements and tax reports
- Tenant Portal: Invite tenants to pay rent and submit requests online
Need Help?
We're here to support you:
- Check out our Help Center
- Email us at support@placedock.com
- Schedule a demo call
Welcome to the PlaceDock community! 🎉