Set up your account

Who this is for

New landlords and property managers starting with eSamaHomes. Only the account owner can change the company details and finish the setup steps; other team members see them.

Before you start

• A Google account to sign in with. eSamaHomes has no passwords.
• A card for the plan. You are not charged until the free trial ends.
• Decide your Account mode. It can't be changed after signup.
• Landlord: you rent out properties you own. You get Money in and out and Cash flow.
• Property Manager: you manage properties for their owners. You get Owners, management fees, owner payouts and owner statements.

Steps

1. Sign in with Google and open the signup page.
2. On Set up your organization, type the Organization name, pick the Account mode, add your phone and address, and click Continue to Plan Review.
3. On Confirm your plan, check the plan and click Confirm & Add Payment.
4. On Add payment method, enter your card, tick the box to agree to the terms, and click Start free trial. Your dashboard opens.
5. Open Settings under Setup in the menu, then the Company tab. Fill in Company name, Business address, Business phone and, if you have one, License number, and click Save Changes.
6. On the same tab, fill in the listing contact card: Lead email and, optional, Website and Logo, then click Save. A listing can't be published without a lead email and a business phone.
7. Back on the Dashboard, work through Finish setting up eSamaHomes. Click Set up on each step: - Set up your trust accounts (required): your bank accounts, on Accounting. - Add your first property (required). See Add properties and units. - Add a tenant and lease (required). See Move your tenants in. - Enable online payments (optional). See Connect Stripe so tenants can pay online.

Example

Ana owns two rental houses. She signs up as Rivera Rentals, Account mode Landlord.

• She adds her operating account on Accounting: 1 of 4 steps done.
• She adds the Elm Street house and the Oak Street house: 2 of 4.
• She adds the lease for the Elm Street house and starts it: 3 of 4. The three required steps are done, so the checklist folds away; online payments can wait.
• She has bank balances from before eSamaHomes, so she clicks Set up now on the opening balances banner. See Opening balances.

What happens next

• Each checklist step ticks itself off when it is done. Once the required steps are done you can hide the checklist. It disappears by itself 30 days after signup.
• The opening balances banner shows once you have a property and no opening balances.
• Your Account mode is shown on the Settings Account tab: "Set at signup — contact support to change".
• Dates are worked out in US Eastern time. There is no setting to change the time zone yet.

If something looks wrong

• You picked the wrong account mode. Email hello@esamahomes.com.
• A team member can't save the company details. Only the account owner can.
• A listing won't publish for lack of contact details. Add the Lead email on the Company tab and the Business phone in Company Details.
• The Default late fee on the Company tab isn't charged. Late fees come from each lease's Late Fee. See Late fees and late notices.