RentalSaaS User Guide

3. Navigation basics — language, search, notifications, help

These live in the top bar on every page:

• Language switch (globe icon) — toggle the whole app between English, Bahasa Indonesia, 简体中文, and العربية. This is a page translation, not separate stored text.
• Search this page — filters the records already shown on the current list page.
• Quick Find — a global lookup by unit code, tenant name, or phone number that jumps to full search results across the system, not just the current page.
• Notification bell — shows a red badge with your unread count; opens the Notifications page.
• Help icon (question mark) — opens this User Guide from wherever you are in the app.
• User menu (top right) — Profile, Change Password, User Guide, and Logout.

4. Properties module

Pages: PropertyList.aspx, PropertyEdit.aspx

Properties represent the parent context such as apartment, community, building, or project. They are not the actual rentable item.

• Create the property first before creating units.
• For apartment-style properties, tower information belongs here.
• Use this page to define the main property identity used in later modules and reports.

5. Units module

Pages: UnitList.aspx, UnitEdit.aspx

Units are the actual rentable inventory. A property may have many units.

• Define unit number, floor, bedrooms, bathrooms, area, and notes.
• Set DailyPrice, WeeklyPrice, and MonthlyPrice if you use short-stay or serviced-apartment style leasing.
• Display code follows TowerName + Floor + '-' + UnitNumber.
• Once a unit exists, you can publish it to the public Travost site from its Public Listing Edit page — see the next section.

6. Public Listings, Instant Booking & Channel Sync (new)

Page: PublicListings/UnitPublicListingEdit.aspx (opened from a unit's page)

This is where a unit becomes visible on the public Travost rental site (travost.com). Everything here is guest-facing.

• Main Public Details: a guest-friendly title (not the internal unit code), short location text, a full description, max guests, and sort order.
• Location, Guide, Facilities & Rules: public address text, an area/location guide, facilities list, house rules, nearby places, and a check-in/guest guide — all shown on the public details page.
• Chinese (中文) translation: optional parallel fields for every public text field above. Leave any blank to fall back to the English version when a visitor switches the site to 中文.
• Rental Prices: tick which rent modes you offer (Daily / Weekly / Monthly / Yearly) and set the price for each. Only ticked modes are offered to guests.
• Publish Settings:
  • Visible on Travost public site — must be checked for the listing to appear at all.
  • Allow public rental requests — lets guests submit a booking request from the public page.
  • Featured listing — highlights it on the public listings page.
  • Allow instant booking — skips the approval step entirely: the moment a guest requests those dates, the system auto-creates a Draft lease that reserves them immediately, instead of waiting in Public Rental Requests for someone to approve it.
• iCal Export: once the listing is saved, a unique calendar-feed link appears here. Paste this URL into Airbnb's or Booking.com's "import calendar" field (or Google Calendar's "Add by URL") so your Travost bookings automatically block those same dates on other platforms. This is one-way — dates block outward from Travost; it does not yet pull bookings back in from Airbnb/Booking.com.
• Contact info: WhatsApp number, notification email, and WeChat ID are no longer set per listing — they're configured once for your whole account in My Payment Methods and apply to every listing automatically.
• Photos: upload up to 5 photos per listing, caption them, set which one is the cover photo (shown on the listings page), reorder with Sort, or delete.

Note: a unit shows on the public site the moment "Visible on Travost public site" is checked and saved — double-check pricing and description first.

7. Parties module

Pages: PartyList.aspx, PartyEdit.aspx

Parties is the shared people/company table used across the system.

• Owner = PartyType 1
• Agent = PartyType 2
• Tenant = PartyType 3
• Create party records before using them in acquisitions or leases.

8. Unit Acquisitions module

Pages: AcquisitionList.aspx, AcquisitionEdit.aspx

This module records the inbound contract that gives your company the right to lease or sublease a unit.

• Select the source party (owner or agent).
• Enter contract dates, rent-in amount, rent cycle, deposit, commission, and notes.
• Enable CanSublease only when your company is allowed to lease the unit out.
• Use the settlement summary to review commitment, paid amount, and remaining payable.
• Contract Documents (new): once the acquisition is saved, a "Contract Documents" card appears below the Payments list. Upload the signed contract PDF here, plus any supporting files — ID copies, addenda, scanned pages (PDF, Word, or image, up to 10MB each, multiple files at once). Add an optional caption per file, open any file in a new tab, or remove one you no longer need.

Important: a lease cannot be created unless acquisition coverage exists for the requested lease dates and CanSublease = 1.

9. Acquisition Payments module

Pages: AcquisitionPaymentList.aspx, AcquisitionPaymentEdit.aspx

This module records actual outgoing payments made against acquisitions.

• Use payment types such as Rent In, Deposit, Commission, Refund, or Other.
• These payments feed source-party payout and commitment reports.
• This helps replace manual owner/agent payment tracking in notes or spreadsheets.

10. Tenant Leases module

Pages: LeaseList.aspx, LeaseEdit.aspx

Leases represent the outbound booking/rental to the tenant.

• Select the unit and tenant.
• Choose lease type and dates.
• Daily/weekly/monthly rent can auto-fill from the unit pricing.
• You can also use PriceYuan, ExchangeRate, and RentAmount.
• Hotel-style overlap logic is enforced — including same-day turnover, where a checkout day is automatically treated as available again for a new check-in.
• Leases created automatically from an instant-book request, or converted from a Public Rental Request, appear here exactly like any manually created lease.

This is one of the most important pages in the system because later finance activity depends on correct leases.

11. Public Rental Requests (new)

Pages: PublicRentalRequestList.aspx, PublicRentalRequestDetails.aspx

Every booking request a guest submits from the public Travost site (for listings that don't use instant booking) lands here.

• Filter the list by keyword (name, phone, email, apartment, unit) and by status: Pending, Contacted, Approved, Rejected, or Cancelled.
• Open a request to see the guest's contact details, preferred rent mode and dates, and their message.
• Update the status as you work the request, and keep internal notes that are never shown to the guest.
• Convert to Tenant Lease: one click creates a tenant Party record and a real Tenant Lease from the request. The system blocks the conversion if the unit is already booked for those dates. Once converted, the request shows a permanent link to the lease that was created.

The Dashboard's Alerts panel shows a live "Pending Rental Requests" count so these don't get missed.

12. Notifications (new)

Page: Notifications/NotificationList.aspx

A running feed of system alerts — new public rental requests, status changes, and other activity that needs attention.

• Filter between all notifications and unread only.
• Each notification can carry a direct "Open" link straight to the related record (a request, a lease, etc.).
• Mark a single notification as read, or use "Mark all as read" to clear the badge in one action.
• The bell icon in the top navbar always shows your current unread count.

16. My Payment Methods (new)

Page: PaymentMethods/MyPaymentMethods.aspx

Set these once — they apply automatically to every unit you list and every charge a tenant is asked to pay, so you never re-enter them per listing.

• Contact Info: notification email (gets emailed whenever a tenant submits a new request for any of your listings), WhatsApp number, and WeChat ID shown to tenants.
• Payment methods: add one or more ways tenants can pay you — Bank Transfer, Alipay, WeChat Pay, Cash, or Other.
• Each method has a label (e.g. "BCA - John Doe"), bank name (leave blank for Alipay/WeChat/Cash), account holder name, account number/ID, instructions shown to the tenant, an optional QR code image, sort order, and an Active toggle.
• Edit or delete any method at any time; inactive methods stop appearing to tenants but stay in the history.

These methods are what tenants see as "Accepted Payment Methods" on the public listing page and when paying a charge from their tenant portal.

17. Payment Claims (new)

Pages: PaymentClaims/PaymentClaimList.aspx, PaymentClaimDetails.aspx

When a tenant pays manually (bank transfer, Alipay, WeChat, cash) and marks a charge as paid from their own portal, it shows up here as a claim waiting for your review — it is not yet posted as a real payment.

• The list shows submission date, tenant, unit, the charge being paid, amount claimed, and method used.
• Open a claim to see full details: tenant contact info, the charge and its original amount, the method and account details claimed, the tenant's note, and any proof-of-payment image they attached.
• Verify the money actually arrived in your real account first, then either:
  • Approve — Payment Received: posts a real Payment record against the charge.
  • Reject: declines the claim; add review notes explaining why.

This exists specifically because these are manual, self-reported payments — always confirm the money before approving.

20. Occupancy Calendar (new)

Page: Reports/OccupancyCalendar.aspx

A visual month grid — every unit as a row, every day of the month as a column — so gaps and idle units are obvious at a glance instead of checking leases one by one.

• Filter by apartment/property.
• Move between months with Previous/Next, or jump straight back to the current month with "Today".
• Color legend: green = Active lease, yellow = Draft lease (reserved but not yet confirmed — this is what instant-book requests create), blue = today's date column.

21. Reports module

Pages: ReportHome.aspx, FinanceReport.aspx, LeaseExpiryReport.aspx, OccupancyReport.aspx, OccupancyCalendar.aspx, UnitPerformanceReport.aspx, PaymentsReport.aspx, ExpensesReport.aspx, OutstandingBalancesReport.aspx, PropertyPerformanceReport.aspx, SourcePartyPayoutReport.aspx, SourcePartyCommitmentReport.aspx

• Finance Report: daily totals by filtered period for charges, payments, expenses, and net cash.
• Lease Expiry Report: leases ending in the selected date range with balance visibility.
• Occupancy Report: occupied and vacant units by apartment, tower, and unit code for the selected period.
• Occupancy Calendar: the visual month-grid view described above.
• Unit Performance Report (P&L): per-unit profit and loss — billed income, payments, expenses, and rent-in cost, with billed profit and net cash per unit.
• Payments Report / Expenses Report: filter by weekly, monthly, or custom period, with apartment-wide filtering and Excel export.
• Outstanding Balances Report: lease balances, overdue amounts, unpaid and partial charges, with Excel export.
• Property Performance Report: investment, tenant payments, billed income, net cash, and outstanding balances by apartment and overall.
• Source Party Payout Report: payments made to owners and agents by apartment, unit, type, and period.
• Source Party Commitment Report: compares acquisition contract commitments against posted acquisition payments and shows remaining payable by source party and unit.

Apply filters by period, property, and keyword, and use export when you need to share or review in Excel.

22. Recommended daily workflow for tenant teams