Platform Overview
What does Osool manage?
A practical map of properties, units, owners, tenants, leases, collections, and reporting.
The core idea
Osool brings an agency daily operations into one workspace: properties, units, tenants, leases, collections, expenses, owners, and financial reporting.
Agency data is handled in its own context, so each agency workspace remains separated from others.
- Start with the property and units
- Connect tenants to leases
- Record collections and expenses
- Review reports and balances
What should not be assumed
Not every marketed capability is automatically enabled for every agency. Some workflows depend on agency settings, permissions, or integration status.
Dashboard data to verify
Before applying this article, verify that property, unit, tenant, lease, and collection records are connected inside the agency dashboard. Most operational errors start from a missing link in this chain.
When a number or status looks wrong, return to the source record first instead of editing the report or listing directly.
- Property
- Unit
- Tenant
- Lease
- Collection
- Owner
How to apply this inside the agency
Turn the article into a small dashboard action: open the related record, review the data, make the appropriate update, then document the outcome so the rest of the team can see it.
If the action involves a financial, regulatory, owner, or tenant-impacting decision, ask the responsible role to review it before final approval.
- Open the record
- Review data
- Take action
- Document outcome
- Escalate when needed
Product status and review needed
This is documented as an available workflow, but results can still vary by user permissions, agency settings, and data quality.
If a step described here is not visible in the agency dashboard, treat it as not enabled for your account and check with your admin or Product.
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