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Guides, concepts and troubleshooting for every part of Boyoti — in your language.

91 articles in 23 topics

Start here

Eight short steps to get your agency running on Boyoti.

8 steps
  1. 1Set up your agency profile and branding
  2. 2Invite your team and assign roles
  3. 3Add your first property
  4. 4Add units manually or import from Excel
  5. 5Add a contact (tenant, buyer or guarantor)
  6. 6Create a lease
  7. 7How invoices are generated
  8. 8Connect WhatsApp and email

Browse by topic

Getting started6

Set up your agency in an afternoon: profile, team, first property and first lease.

Properties & units4

Your portfolio: buildings, units, statuses, documents and finance per asset.

Listings & website4

Publish units to your public site, build landing pages and connect your own domain.

Contacts & owners5

Tenants, buyers, guarantors and property owners — profiles, KYC documents and portal access.

Leads & viewings3

Capture enquiries, work the pipeline, schedule viewings and convert to leases or sales.

Leases6

Drafting, signing, activating, renewing and ending tenancy contracts — and the invoices they create.

Inspections2

Move-in / move-out condition reports with photos, signatures and deposit deductions.

Invoices, payments & cheques8

Automatic invoicing from leases, receipts, online payments, post-dated cheques, late fees and credit notes.

Accounts & accounting4

Cash boxes and bank accounts, transfers, categories, owner statements, period lock and reconciliation.

Maintenance & tasks3

Maintenance requests from tenants, work orders, vendors, SLAs and the team task board.

Utilities, expenses & inventory3

Property bills and meter readings, expense claims and approvals, purchases and stock.

Sales, reservations & handover4

Sell units: reservations, sale contracts, payment plans, commissions, handover and snag lists.

WhatsApp, email & notifications4

Connect channels, manage message templates, run campaigns and control which notifications go where.

Documents, templates & PDFs4

The documents library, editable contract templates with AI writer, PDF styles and data export.

Reports & dashboard3

Occupancy, collections, ageing, P&L per property, owner and agent performance, and scheduled reports by email.

Client portal & mobile app2

What tenants and buyers see, how they log in, and the branded mobile app.

Owner portal1

Give landlords read-only visibility of their properties, tenants, collections, expenses and statements.

Team, roles & security4

Users, roles and permissions, two-factor authentication, sessions and the audit log.

Staff, payroll & HR6

Staff profiles, salary structures, payroll runs, payslips, leave and attendance.

AI features3

The assistant, listing copy, document OCR, template writer and how AI usage is metered.

Settings & customisation3

Numbering, categories, lookups, languages, timezone and every other switch in Settings.

Your plan & subscription4

Plans and features, usage meters and overage, trial limits, upgrading and Boyoti invoices.

Troubleshooting & FAQ5

Quick fixes for common problems and answers to frequent questions.