Seayora Documentation

Seayora documentation: step-by-step guides to every feature — listings, applications, leasing, rent collection, accounting, the QuickBooks integration, maintenance dispatch, and more.

Getting Started

  • Seayora Platform Overview — What Seayora is, who it is for, and how the listings, leasing, payments, accounting, and service-pro tools fit together in one platform.
  • Roles & Account Types — The difference between landlord, management, service professional, and tenant accounts — and what each role can do on Seayora.
  • Account Security: SSO, 2FA & Passkeys — How to secure your Seayora account with single sign-on, two-factor authentication, device verification, and passkeys (WebAuthn).
  • Customizing Your Dashboard — How to rearrange, resize, and personalize your Seayora dashboard so the widgets and reports you check most are always front and center.
  • Platform Glossary: Key Terms Explained — A single reference for the terms used across Seayora — from listings and leasing to accounting, QuickBooks, and dispatch — in plain English.

Listings & Advertising

  • Creating & Publishing a Listing — How to post a rental listing on Seayora — property details, pricing, availability, amenities, and how listings appear in search.
  • Uploading Photos & Media — How to upload listing photos and files, requirements for images, and your responsibilities for uploaded media on Seayora.
  • Browsing & Searching Rentals — How renters search listings on Seayora — filters, saved favorites, city and neighborhood pages, and applying online.
  • Promoted & Featured Placement — How listing ranking, featured placement, and promotion work on Seayora — and what is and isn’t guaranteed.
  • Saved Searches & Alerts — How renters save a search and get notified the moment a new matching listing goes live on Seayora.
  • Listing Analytics & Performance — How to read the view, inquiry, and application metrics behind a listing to understand what’s working and what to change.

Applications & Leasing

  • Rental Applications — How online rental applications work on Seayora — what applicants submit, how landlords review, and how to keep the process fair and consistent.
  • Tenant Screening & Background Checks — How screening reports work on Seayora, what they include, and the FCRA responsibilities that come with using them.
  • Creating & E-Signing Leases — How to build a lease, send it for electronic signature, and rely on the audit trail under ESIGN and UETA.
  • Documents & Storage — How Seayora stores leases, applications, and uploaded documents, and your responsibility to retain your own records.
  • Lease Renewals & Amendments — How to renew an expiring lease or formally amend an existing one without starting the leasing process from scratch.
  • Move-In & Move-Out Checklists — How to document a unit’s condition at move-in and move-out to protect both landlord and tenant when it’s time to return a deposit.
  • Contracts Beyond the Lease — How to create and e-sign other agreements on Seayora — vendor contracts, service agreements, and addenda — outside the standard lease flow.

Payments & Rent

  • Online Rent Collection — How to collect rent online with Seayora — setup, payment methods, records, and how funds move.
  • Autopay & Automated Reminders — How autopay and scheduled reminders reduce late rent, and how to configure late-fee policies.
  • Fees, Payouts & Refunds — How Seayora’s fees, subscriptions, payouts, and refunds work, and where payment disputes are handled.
  • Rent-Payment Credit Reporting — How opted-in tenants can build credit with on-time rent, and what to expect from reporting to the bureaus.
  • Security Deposits on Seayora — How to collect, hold, document, and return a security deposit using Seayora’s payment and record-keeping tools.
  • Rent Increases & Notices — How to communicate a rent increase or other lease notice to a tenant, with a documented delivery record.
  • Payment Disputes & Chargebacks — How payment disputes between users are handled on Seayora, and what to do if a chargeback is filed on a payment you received.

Accounting & Bookkeeping

  • Accounting Suite Overview — A tour of Seayora’s accounting and bookkeeping tools — invoicing, bills, ledger, bank feeds, reports, automations, and the AI analyst.
  • Chart of Accounts & General Ledger — How to structure your chart of accounts, post journal entries, and use the general ledger as the backbone of your books.
  • Invoices, Estimates & Statements — How to create, brand, and send invoices, estimates, and statements, turn estimates into invoices, and get paid online.
  • Bills & Accounts Payable — How to record vendor bills, route them through approvals, and automate accounts-payable steps.
  • Bank Feeds & Reconciliation — How to connect bank feeds, auto-categorize transactions with rules, and reconcile your accounts each month.
  • Taxes & Sales Tax — How Seayora calculates and tracks sales tax on invoices, and your responsibility to determine, file, and remit taxes.
  • Job Costing — How to tie income and costs to individual jobs so you can see true profitability by job, customer, or trade.
  • Inventory & Fixed Assets — How to track inventory with advanced costing and manage fixed assets with scheduled depreciation.
  • Payroll Posting — How payroll results post into your accounting so wages, taxes, and liabilities land in the right accounts.
  • Financial Reports — The core reports Seayora produces — Profit & Loss, Balance Sheet, aging, budgets vs. actual — and how to read them.
  • Accounting Automations — How to build if-this-then-that rules that fire on accounting events like overdue invoices or received payments.
  • Document Templates — How to design brandable invoice, estimate, and statement templates with a live preview.
  • Custom Fields — How to add your own fields to customers, vendors, invoices, bills, items, and jobs.
  • Feature Flags & Advanced Modules — How to turn advanced accounting modules on or off — recurring transactions, progress invoicing, budgets, multi-currency, and more.
  • The Accounting Audit Log — How Seayora’s immutable, append-only audit log records every accounting action for accountability and trust.
  • Accounting Policies & Settings — How company-wide accounting policies control numbering, terms, tax, accounting basis, approvals, reminders, and AI behavior.
  • AI Financial Analyst — How to ask questions about your books in plain English, what the AI is good at, and where your own judgment still matters.
  • Sales Pipeline & the Full Sales Cycle — How Seayora tracks a sale from lead to lead-to-cash — quotes, follow-ups, conversion, invoicing, and payment — as one connected cycle.
  • Accounts Receivable & Collections — How to track what customers owe you, prioritize collections, and reduce days-sales-outstanding without damaging relationships.
  • Classes, Locations & Multi-Dimensional Reporting — How to tag transactions with classes and locations so you can report on performance by division, trade, or site — not just company-wide.
  • Year-End Close & Books Review — A practical checklist for closing your books at year-end — reconciling, reviewing reports, and getting ready to hand off to a tax professional.

QuickBooks & Integrations

Service Professionals

  • The Service Pro Dashboard — How service professionals manage jobs, finances, and operations from a single dashboard.
  • Dispatch & Work Orders — How jobs are routed to service pros, how work orders track status, and how approval limits keep spending in check.
  • Quality & Operations Tools — How service professionals track quality, manage operations, and keep records that build a trusted reputation.
  • Estimates & Bidding — How to build competitive estimates, track bids you’ve submitted, and convert accepted bids straight into scheduled work.
  • Vendor & Subcontractor Management — How to manage the vendors and subcontractors you work with — records, bills, compliance documents, and payment history.
  • Customer & Vendor Portals — How the client-facing portal lets customers and vendors view invoices, estimates, and job status without a full account.
  • HR & Team Compliance — How service businesses track employee and contractor records, certifications, and compliance documentation in one place.
  • Deep Analytics & Business Insights — How service professionals go beyond basic financial reports to understand trends, customer value, and where growth is coming from.
  • Toolbox & Everyday Utilities — Smaller day-to-day utilities service professionals use — quick calculators, lookups, and helpers that don’t need their own dashboard.
  • The Contractor Network — How the trusted contractor network connects property managers and landlords with vetted service professionals for dispatched work.
  • Timesheets & Time Tracking — How service professionals and their crews log time against jobs, and how that time feeds into payroll and job costing.

Scheduling & Dispatch

  • Calendar & Scheduling — How the Seayora calendar keeps jobs, showings, maintenance, and team availability organized in one shared view.
  • Dispatch Automation Rules — How to set up rules that automatically route, escalate, or approve dispatched jobs based on conditions you define.

Property Management

  • Managing Properties & Units — How to organize a portfolio of properties and units, assign them, and keep records clean across a management company.
  • Workforce & Task Management — How management companies assign staff, manage tasks and check-ins, and keep an accountable record of work.
  • Maintenance & Dispatch Workflow — How maintenance requests flow from tenant intake through routing, approval, completion, and cost.
  • NYC Compliance Tools — How Seayora helps track New York City compliance obligations for properties that operate there.
  • Check-Ins & Site Visits — How staff log check-ins and site visits at a property, and how that record supports accountability across a management team.
  • Portfolio Analytics & Owner Reporting — How management companies and landlords see portfolio-wide performance — occupancy, rent roll, and maintenance — across every property.

Communication

  • In-Platform Messaging — How to message tenants, landlords, managers, and service pros inside Seayora with a record of every conversation.
  • Calls & Call Recording — How in-platform calling works, when calls may be recorded, and the consent rules that apply.
  • Notifications, Email & SMS — How Seayora sends transactional and marketing notifications, and how to control your communication preferences.
  • Getting Support & Using the Help Center — How to find answers fast on Seayora — the Help Center, documentation, and how to reach support when you need a human.

Privacy, Security & Compliance