Getting started with Restlord

Seven steps

1. Sign up

   Go to Start free. Enter your email, a password (8+ characters), your company name (what tenants see) and your name, tick the Terms box and press Create my workspace.

   Open the verification link we email you. The sign-up page carries on by itself (or press Continue) and you land in Settings.

2. Settings › Business

   Business details

   Fill in the legal entity name and mailing address (every lease needs both), who signs documents, and how tenants reach you: contact phone, emergency phone and support email. Press Save business profile.

3. Settings › Properties › Add property

   Property and units

   Enter the address and the two-letter state (for example PA): the state decides which licenses and taxes are suggested. For a building with more than one unit, press Add unit for each one (name, beds, baths, asking rent). Skip units for a single-family house.

   From now on, Today shows a Getting started checklist.

4. Rentals › Tenants › Invite tenant

   Invite tenants

   Enter the tenant's email (the one on their lease), name, property and unit. Leave Email the invite now on to send them a link to set their password, or turn it off to add them now and invite them later.

   In their portal, or the iPhone app, tenants see their balance, report repairs with photos and sign documents.

5. Rentals › Properties & units › your property

   Licenses and taxes

   Under Licenses and taxes, press Add typical items. Restlord suggests the usual items for the property's state and town (school and county tax, rental license, insurance renewal) with due dates where it knows them. Add the amounts and press Add.

   You get a reminder before each due date. When you pay, press Mark paid: the payment goes into the property's books and the due date moves to the next cycle.

6. Work › Vendors › Add vendor

   Vendors

   Add the people you call: name, company, mobile, email, trades and where they work. When a repair request comes in, open the work order and press Assign vendor; they get the work order by email.

   Make repair report gives the contractor a private link, no account needed, with the photos and the scope. They accept the job and ask questions there, and the questions show up on the work order.

7. Money › Receipts › Add receipts

   Receipts

   Add photos or PDFs of store receipts and invoices, or Import CSV with a Lowe's or Home Depot purchase history. Restlord reads the store, date and total. Check the property, the book line and, if you like, the work order, then press Post to books.

   Tip: type the property address as the PO / job name at checkout and receipts match the property on their own.

Skip the clicking: Restlord agent, the AI agent, does these steps for you — tell it in plain words (“Add 125 Main St with units A and B”, “Invite Sarah to unit A”) and approve what it proposes. It also works from your own Claude, ChatGPT or Gemini.

Your data is yours: Settings › Your account › Export my data downloads everything as a ZIP (JSON and spreadsheet-ready CSV) at any time.