Skip to content

Household & Account

Find page help and everyday tools

Primary actions stay visible. Page help and labeled tool menus keep less frequent actions within reach.

How to use it

  1. Open Page help beside the current page name for relevant guides and Offline capture and synchronization.
  2. In Items & Storage, use Add an Item or Quick Add. Item tools contains room-by-room setup, photo or label capture, CSV import, and location management.
  3. In Documents & Receipts, add one document or search saved records first. File tools jumps to batch upload, phone capture, background reading, and original-file status.
  4. Open Saved views and filters to save, restore, or reset a record-list view.
  5. On the public website on a phone, Menu contains Build a home, Property map, Home care, Handover, Features, Pricing, Live demo, Help & user guide, and Create account.
  6. Keyboard users can choose Skip to page content. Escape closes page-help and action menus and returns focus to their trigger.

Available with core home records on all plans. Record, storage and processing allowances apply; household roles determine editing access.

Related guides