Get started with Roomline

One house, from its address to its first month of rent. Each step shows Maple House, the sample house, so you can see what yours will look like.

5 min read4 steps

On this page

Add your property

Choose Add property
On your first visit, Start fresh has Add property; Import brings a spreadsheet or another app’s export instead. Later it’s on Properties, and at the foot of the house picker. Pick the address from the suggestions, or keep what you typed.
Say how you rent it
Choose Residential or Commercial, the property type, and By room, Whole property or By unit. Owned by says whether it’s yours. Add a number of bedrooms to start with, then Create property.

ExampleMaple House

Address128 Maple Avenue
Property typeHouse
Rental setupBy room
Bedrooms5

Add property, step 1 of 2: the property address, with Rental setup next — Add property takes two steps: the address, then how you rent it.

Add the bedrooms

Bedrooms added in the last step are ready. For more, open Spaces & layout and choose Add, then Room. Set each room’s asking rent in its panel on the Board. Drawing a floor plan is optional and can wait.

ExampleMaple House’s rooms and asking rent

Room 01$790
Room 02Shared by two$1,100
Room 03$765Available
Room 04$730
Room 05$850

Maple House on the Board: the house card, five bedrooms, the two shared spaces and a garage, the tenants under their rooms, and two repairs — The Board: every room, who is in it, and this month’s rent on the line between them.

Move someone in

Choose Move in on an empty room
On the Board, or Add tenant on Tenants. Pick someone already on file, or type a name, with an email or phone if you have them.
Record the agreement
From the Board, Record agreement opens next; from Tenants, choose Record agreement on the note that follows. Fixed term or Month to month, the dates, monthly rent and deposit. With two or more people, split the rent into monthly shares.

ExampleDana moves into Room 03

TenantDana Park
TermFixed termNov 1, 2026 – Oct 31, 2027
Monthly rentDue on the 1st$765
Security deposit$765

Record agreement for Dana Park in Room 03: fixed term from 11/01/2026 to 10/31/2027, 30 days’ notice, $765 rent and $765 deposit, and Fill a lease form beside Choose a file — Record agreement: the terms, and the lease beside them.

Add the lease

In Record agreement, Fill a lease form opens your state’s form with the tenants, rent and dates already in; the Guide beside the page takes you through the rest. Or attach the signed PDF you already have.

Later, open the agreement from the tenant’s panel and choose Add the signed lease.

Priya · Room 04: $730 rent due on the 1st, a $730 deposit, each month’s rent with October Late 24 days, and Add the signed lease — An agreement keeps its terms, every month’s rent and the signed lease together.

Record rent as it arrives

On Transactions, choose Record payment, top right; with several agreements, pick one. It opens on the oldest month still owed, with the amount filled in: check Paid on and How it arrived (cash, check, Zelle, Venmo and the rest), then Record payment.

ExamplePriya pays October in cash

BeforePriya · Room 04 · October$730Late
Record paymentCash, Oct 25$730
AfterPriya · Room 04 · October$730Paid Oct 25

Rent for Oct 2026, Priya Shah, Room 04: $730.00 paid on 10/25/2026, arrived as Cash, with an optional note — Recording rent: how much, when, and how it arrived.

Log bills and repairs

Bills: on the Overview, under the rooms, Add a bill offers Electricity, Gas, Water, Internet, Trash and Other. Each month, type what it came to on the month’s tile, or drop the bill’s PDF on it.
Repairs: on Maintenance, choose Log a task. Say what needs attention, where, and how urgent. Add photos, or a PDF such as the invoice.

ExampleMaple House’s bills for October

ElectricityNational Grid$240
Water & sewerAqua$90
InternetXfinity$80
GasNational Grid$56
Trash & recyclingWM$60
Bills total$526

Log a task: Kitchen light flickers, Location, Kind, Priority Medium, Reported by Me, and Add photos or files — Log a task: what, where and how urgent. Due date, cost and contractor are under More details.

Link your bank (optional)

On Transactions, Connect bank links the account rent arrives in, read-only, through Plaid. Deposits arrive under To review for you to confirm as rent, and Expenses lists what you pay out. Nothing is moved. Free links 1 bank; the Roomline plan and the trial link every bank you use.

Your monthly routine

A few days after rent is due, open the Overview. Needs attention lists late rent, agreements ending, empty rooms and open repairs, most pressing first.
On Transactions, clear To review: bank deposits to confirm and tenants’ notes that they paid.
Log this month’s bills on the Overview.

ExampleNeeds attention at Maple House

Priya · Room 04Since Oct 1$730Late
Leak under the bathroom sinkReported by PriyaOct 4Overdue
Alex · Room 01Agreement ends Nov 3036 days
Room 03 emptyIts share of the bills$108 / moAvailable

Maple House’s Rooms grid: rent by room from August to January, Room 04’s October $730 in red, Room 03 hatched as empty, then five bills totalling $526 for October — October: $2,740 of $3,470 in, Priya late, and $526 in bills.

Find your way around

Until you open a house, the sidebar shows Properties and each page across every house. In a house, All properties is at the top, then the house’s name, which switches house, then its pages. Messages and Notifications are top right.

Help, at the bottom of the sidebar, plays a hands-on guide to the page you’re on, and lists the others.