Getting Started
Thirty minutes from signup to first AI-triaged request. No credit card required for the 60-day pilot.
1. Create your agency account
- Go to app.pmfriend.com/register.
- Choose Email + password or Continue with Google.
- Enter your agency name and ABN. Both are editable later under Settings → Agency profile.
You become the AGENCY_ADMIN for your new agency. You can invite PMs after step 3.
2. Import your portfolio
Go to Import in the sidebar. You'll see three cards:
| Card | What it does | Sample CSV columns |
|---|---|---|
| Properties (+ owners) | Creates properties and links the primary owner (owner is created if new) | street,suburb,state,postcode,property_type,owner_approval_threshold,owner_name,owner_email,owner_mobile |
| Tenants | Creates tenant contact records (leases are wired separately later) | full_name,email,mobile |
| Contractors | Creates contractors with trades + insurance expiry | business_name,abn,trades,email,mobile,insurance_expires_on |
Each card has a Download sample CSV button that produces a valid header + one example row. Open it, paste your data, save, and upload.
A typical 150-door agency finishes all three imports in 10–15 minutes. Bad rows are skipped with a visible error line; the rest land.
Full detail on the wizard, including trade codes and date formats: CSV Import Wizard.
3. Invite your team
Settings → Team members → Invite. Enter an email and pick a role (PM or AGENCY_ADMIN). Copy the invite URL and send it however you prefer — email delivery via AWS SES is coming but not yet wired.
Invites expire after 7 days. Anyone with the URL can claim that seat by setting a password.
4. Print a QR report sticker
- Open any property in Properties.
- Overview tab → look for Tenant reporting URL.
- Copy the URL (
https://app.pmfriend.com/report/{token}) into any free QR generator, print on a laminated card, stick inside the meter box or fridge door.
That's the tenant flow. No login. No app install. One textarea + name +
contact. Creates a MaintenanceRequest with channel=WEB_FORM.
See Public report page for copy recommendations.
5. Triage your first request
On the Maintenance page, pick any NEW request and click Suggest triage. Claude returns:
- Category (PLUMBING / ELECTRICAL / EMERGENCY_SAFETY / etc.)
- Urgency (EMERGENCY / URGENT / NORMAL / LOW)
- 0–1 confidence score
- One-sentence reasoning
- 2–4 prioritised next actions
Edit anything you disagree with, click Apply triage. The SLA clock starts. See AI Triage for the full loop.
6. Convert to a work order
With the request triaged, click Convert to work order. Two options:
- Convert as-is — uses the tenant's raw report as the scope.
- Draft scope with AI — Claude writes a tradie-facing scope + suggests a cost ceiling.
Pick a contractor. The ranked picker puts the best match at the top. Hit Dispatch. The contractor gets a passwordless magic link by email or SMS.
What's next
- How it Works — the product principles, the data model, what's intentionally not included.
- AI Features overview — what Claude does and where.
- FAQ — privacy, AU data residency, state differences, what we send to Anthropic.