Questions and troubleshooting

Yes. Click around Maple House, the sample house: five rooms, Priya late with $730, Room 03 empty at $765. Nothing you change there is saved.

Choose Add property, then follow Finish setting up on its Overview. You don’t need a floor plan, tenants, or a bank to start.

Choose Move in on an empty room on the Board, pick who’s moving in or add them, and record the agreement.

No. The room is saved; it just isn’t drawn, and everything else works without a plan. To draw it, switch Spaces & layout to Floor plan and choose Place beside it under Place on plan.

Units are offered for a Duplex, Multifamily or commercial building, a By unit or By unit & room setup, or a property that already has units. Edit the property to change it.

That tool is off. Switch on Parking, Maintenance (for Task) or Condition records in Settings › Tools. Your records are kept while it’s off.

Choose Fit board, at the bottom of the Board. With several floors, pick All floors in the floor list.

A room with agreements, files, condition records or applications is kept for history, so Delete room offers Archive room once its agreements have ended. It leaves the Board; Restore, in the house card’s Details, brings it back.

Check the agreement is Active and its start date is today or earlier. A draft reads Draft agreement, and an agreement that hasn’t started reads Moving in.

Adjust each Monthly share until they match Monthly rent, or choose Split equally.

Open their agreement and choose Change rooms or people, or Renew near its end. Pick the new room and the day. The old agreement ends the day before, and the deposit carries over.

Open the agreement and choose Move out…, with the day they left or will leave. Rent, files and condition records stay.

Something of theirs is still open: the line above the buttons says what to do first. Anyone who has had an agreement can’t be deleted; once their agreements have all ended, choose Archive instead.

Choose Restore under Tenants › Past, behind the Archived chip. Or pick them under Past tenants in Move in; saving the agreement brings them back.

Yes. Every new agreement is tracked on Transactions. Choose Record payment for cash, a check, Zelle, Venmo or Cash App.

Nothing was recorded or confirmed before the grace period ended. Choose Record payment, or confirm the deposit or the tenant’s note under To review on Transactions.

No; they don’t let other apps connect. Use Record payment. Add your handles under How tenants pay you in Settings › Rent, and reminders include pay links.

Choose Remind in their panel on Tenants, or under Needs attention on the Overview. Copy the message, or Email or Text it from your own apps.

On Transactions, choose Rules and add a rule for those agreements. For a one-off, choose Review.

Choose Undo on the message that appears right after. Later, Undo on its row on Transactions sends it back to To review.

Choose Rules on Transactions and sign the bank in again under its banks. Until you do, nothing new arrives. Don’t disconnect and relink.

Roomline forgets that bank’s deposits and your decisions on them, so months they paid show as owed again. Payments you recorded stay.

Files must be PDF, PNG, JPG, or WebP, up to 20 MB. If storage is full or your trial has ended, see Billing in Settings.

Done tasks leave the Board. They’re under Done on Maintenance, and in their room’s Records.

A completed record is locked. Open it, choose Reopen and confirm. It needs completing again after.

In Settings, under Data & sign out, choose Everything for a JSON backup, or Tenants or Rent ledger for a CSV. Uploaded files aren’t included.

Choose Forgot password? beside Password on the log-in page.

Free covers 1 property, 5 spaces and 1 bank, for good. The Roomline plan has everything, with no property or space cap, 10 workspaces and 25 people: $12 a month, or $96 a year. Claude and ChatGPT connect on both. A space is a room, unit or office rented on its own. Limits are shared across all your workspaces. Lease drafts have no per-document fee.

No. Tenants pay nothing to use Roomline. Their page, in their own language, is free for them.

Open Billing in Settings and choose a plan, or Manage subscription. Your records stay.

Switch off AI suggestions in Settings › Tools.

Anything about your rentals: “Chart my electric bill by month,” “Write a listing for Room 03,” “Tell Sam the plumber comes Thursday,” which it writes in Sam’s language, or “Who’s late on rent?”

In Settings, under AI assistants, pick your app, such as Claude, ChatGPT, or Cursor, and follow its steps. Then choose what it can do: Everyday edits, Also message tenants, or Everything.

Only for a tool that can’t sign in. Claude and ChatGPT sign in, and Settings › AI assistants sets what they can do. Tokens work on every plan, and each is shown once.

Move money, sign leases, order screening, or decide applications. It messages tenants only if you allow it, and shows you each message first; nothing is sent without your yes.

Under AI assistants in Settings, choose Disconnect beside the app, or Revoke beside a token. Removing it in the app alone doesn’t cancel access.

Assistants need a hosted Roomline account. The demo shows the steps but can’t connect.

Same states, other names: settled is Paid, partial is Part paid, review is To review, pending is Due, and off is Not tracked.