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Getting started

This page walks you from "I've got a login" to "my agency is live and my team's using it" in roughly 30 minutes.

Before you start​

You'll need:

  • A PMFriend agency account (the email PMFriend has set up for you, plus a password). If you don't have one yet, apply for the pilot.
  • A spreadsheet of your properties (CSV from PropertyMe, PropertyTree, or Console Cloud — exports work; we'll show you which columns we look at).
  • A list of your preferred contractors.
  • About 30 minutes for the initial setup.

Step 1 — Log in​

Go to app.pmfriend.com, enter your email + password. First time in, you'll see the Agency overview dashboard with mostly zero numbers — that's expected.

Step 2 — Import your properties​

Go to Properties in the left sidebar → Import from CSV.

Drag-and-drop your CSV file. PMFriend reads the column headers and suggests mappings — you usually just click through the wizard accepting its suggestions.

Detailed import guide →

Step 3 — Add your contractors​

Go to Contractors → + Add contractor.

For each one: business name + email/mobile + trades + insurance expiry

  • ⭐ Preferred flag.

Don't worry about importing a perfect list — start with the 5-10 you use most.

Step 4 — Generate compliance tasks​

Go to Compliance → click Generate for property for each property.

PMFriend creates the per-state compliance register in seconds: smoke alarms, pool certs, gas, electrical, minimum standards, insurance, inspection schedule.

Compliance overview →

Step 5 — Invite your team​

Go to Settings → Team → + Invite member.

Each invitee gets their own login + role (Agency Admin / PM / Read-only). The invite email is a one-click setup link.

Team & roles guide →

Step 6 — Set owner approval thresholds​

Go to Properties → [pick a property] → set Owner approval threshold.

This is the dollar amount above which work orders need owner sign-off.

Threshold guide →

Step 7 — Try the AI features once each​

To get a feel for how PMFriend will fit your workflow:

  1. Maintenance: Go to + New request, type a sample issue, pick a property, watch the AI suggest a category + urgency.
  2. Inspection report: Go to Inspections → New inspection → pick a property → click Load example → click Draft report.
  3. Owner digest: Go to Owners → [pick one] → Draft digest.

You're live​

That's it. Your agency now has:

  • Your full property list, with addresses, owners, tenants
  • A per-state compliance register for every property
  • Your preferred contractor list
  • Owner approval thresholds set
  • Your team invited, with role-appropriate access

Next steps​