Guides and strategies for property managers who want to work smarter.
Topics
Walk through setting up the approval rules and notification preferences that govern when your team is alerted and when a second sign-off is required — before a cost is committed or a sensitive change is made.
Walk through recording an operational expense in BasePro — entering the amount, assigning it to the right property, and attaching the invoice or receipt so the record is complete and auditable.
Walk through matching your recorded transactions in BasePro against your bank feed — confirming the balances agree, identifying any gaps, and closing the period with a clean ledger.
Walk through logging a rent or other income payment in BasePro — entering the amount, assigning it to the right property and period, and confirming the ledger reflects the collection.
Walk through adding a unit to a property, entering its key details, and creating a lease record that connects the unit to a tenant — so every subsequent workflow has an accurate anchor.
Walk through adding a property to your account, assigning it an owner, setting its unit and lease basics — and confirming everything is ready before the first transaction lands.
A sequenced guide for new operators: the five workflows to complete in order so your portfolio is running on BasePro from day one — not day thirty.
From 5 properties to 400, the platform grows with your operation without requiring a rebuild. Here is how the tier progression works, what changes at each step, and how to know when to move.
If you operate across two or three legal entities, each needing its own ledger and owner statements, here is how BasePro holds that structure — and what the limits are.
Walk through creating a maintenance order for a property, assigning a vendor, and confirming the work is in motion — all in under three minutes.
Walk through generating a monthly owner report for your portfolio, reviewing the summary, and downloading the PDF — ready to share on your own schedule.
Walk through adding a team member to your account, choosing their role, and confirming what they can and cannot access — all before they log in for the first time.
Three honest answers to the questions every operator asks before switching platforms: will my data come with me, how long does it take, and will my operation stop while I migrate?
Walk through scheduling and conducting a property inspection in BasePro — from opening the inspection form to recording findings and confirming the result on your mobile device.
Three operator-visible security properties — access control, audit trail, and data residency — and what each one means for your portfolio in practice.
A direct answer to the two questions every operator asks before committing to a new platform: Can it handle my volume? And do I have to replace everything I already have?
A clear map of the three tool clusters operators most commonly displace when they consolidate onto BasePro — and which tools stay in place.
A clear breakdown of what Starter, Professional, and Enterprise each give you — capability by capability, so you know what you're choosing before you talk to sales.
Most operators don't fail because they lack skill. They fail because their tools don't match their craft. That's the gap BasePro exists to close.
A vendor sends a quote as a PDF. Someone reads it, checks the totals, recalculates IVA, and types it into the system. The data was already in the document. Here's how that step disappears — and where the genuine AI sits.
Mexico's three rental tax obligations — IVA, ISR, and CFDI — carry specific withholding rules, filing deadlines, and documentation requirements. This deep-dive covers the statutory framework and how BasePro supports your compliance posture.
Three metrics, one framework. How to read the financial pulse of your portfolio without a finance degree.
How to migrate your property operation off spreadsheets and Telegram threads — a staged 30-day path for operators who manage 5 to 40 units.
The operator's credibility with owners lives or dies on one thing: whether the monthly report holds up when someone actually reads it. Here's how to build reporting that does.
