Managing tenants

Adding your tenants to OpsPilot makes everything faster. When someone emails you, we automatically match them to their record and pre-fill all the details.

Why bother adding tenants?

When a tenant's email is in your system:

• Their requests are automatically linked to their profile
• Work orders get pre-filled with their address and contact info
• Access notes (gate codes, parking info, etc.) are included automatically
• You don't have to look anything up

Adding a tenant

1. Go to Tenants in the sidebar
2. Click "Add Tenant"
3. Fill in what you have:
   • Name (required)
   • Email (this is what we match on)
   • Phone
   • Unit number
   • Property address
   • Access notes

You don't need to fill in everything. At minimum, get their name and email so requests can be matched.

Access notes

This is where you put anything a vendor would need to know:

• Gate codes
• Where to park
• "Dog in the backyard" or pet warnings
• Lockbox codes
• Preferred entry times ("tenant works nights, don't arrive before noon")

These notes get automatically included in work orders when you dispatch to a vendor.

Importing tenants

If you have a spreadsheet of tenants, you can import them instead of adding one at a time. Go to Tenants and look for the import option.