Guide

Owner setup guide

Everything a property owner needs to launch and run AssetOS on day one.

1 · Claim your account

Open /auth and sign up with the email you'll use for administration.
The very first account is automatically granted the owner role.
Add your phone number in Settings (E.164 format, e.g. +15551234567) so you receive escalations by SMS.

Use the Cloud dashboard to seed the apartments table with unit numbers, buildings, floors, bed/bath counts, and occupancy.
You can also let managers add units as tenants move in.

Ask each staff member to sign up at /auth. They start as tenants by default.
In Cloud → user_roles, grant them the manager or technician role.
Owners see every dashboard, feature, and report. Managers see the same operational surface. Technicians see work orders, cleaning, inspections, inventory.

The Twilio connector is already linked. In Twilio, buy or verify the phone number you want to send from.
Ask residents to add their phone in Settings so blast announcements reach them.

Home → the Today dashboard shows every fresh, in-progress, and completed order.
Work orders → create, triage, and reassign. Change status from a single dropdown.
Cleaning → daily checklist with pass / needs attention / requires repair.
Inspections → structured checklist by category, each item can escalate to a work order.
Inventory → live count with low-stock highlights.
Preventive → schedule recurring maintenance so nothing slips.
Reports → one-tap AI briefings for daily, weekly, monthly, quarterly, yearly windows.
Announcements → post to the app and optionally SMS-blast all residents at once.