Branch context
The top of the sidebar is named after the branch you are currently working in. Branch scoping is not a filter you can ignore — lists, KPIs, reports and totals are all computed for the active branch.Sidebar structure
The sidebar is grouped by how work flows, not by database tables:- Workspace (named after your branch) — Home, Organization, Leases, Residents, Owners.
- Finance — Receivables, Payables, Collections, Accounting, TPS, Reports.
- Operations — Communications, Operations, CRM, Admin.
- Super Admin — cross-organisation tooling, visible only to platform administrators.
Page chrome
Most detail and list pages share the same furniture:- Breadcrumb — the path back up the hierarchy. Detail pages are addressed by UUID, so the URL in your address bar is safe to copy and share with a colleague.
- Page header — title, description, and the primary action. Pages deliberately expose one primary action; everything else lives in the overflow menu. Disabled actions explain why on hover.
- Tab strip — where a module has genuinely distinct pages (for example Collections’ Overview · Worklist · Strategies). Modules with a single page hide the strip.
- Settings gear — where a screen has configurable behaviour, a gear button opens the category-scoped settings panel for it instead of sending you to a global settings page.
Working with grids
Most lists are AG-Grid tables with server-side paging.View modes
Where a list has more than one useful shape, a view switcher appears in the title bar:- Grid — the table.
- Kanban — cards grouped by status, for workflow-shaped data such as applications or service requests.
- Calendar — date-shaped data such as lease starts and ends, reservations, or scheduled tasks. A row can plot more than one event (a lease shows both its start and end chip), with a legend above the calendar.
Detail drawers
Clicking a row can open an off-canvas drawer with the record summary and its actions, without losing your place in the list. Drawers support the same actions as the full detail page for the common cases; open the full page when you need tabs, timelines or documents.Search
- Global search in the top bar finds records across modules by name, code or reference.
- In-grid search filters the current list only.
- Ask Nyumba Zetu (
/rag, platform administrators) answers natural-language questions over your data.
Notifications and messages
- The bell shows system notifications — approvals waiting on you, job outcomes, failures.
- Mailbox and Chat hold operator-to-operator and operator-to-resident conversations.
- Delivery Tracker shows the outcome of every SMS and email the platform sent on your behalf.
Appearance
- Dark mode — toggle it from the user menu at the bottom of the sidebar. The choice is stored per browser, so it follows you between sessions on the same device.
- Branding — colours, logo and product name are set per organisation. Financial status colours (green paid, red arrears, orange due-soon, blue informational) are fixed for every tenant so numbers read the same way everywhere.
- Density and responsiveness — every screen works on a phone; wide tables scroll horizontally inside their own container rather than pushing the page sideways.
Staying current
The app polls for new releases while you have it open and shows an update banner when a newer version is available. Reload when you see it — long-lived tabs can otherwise hold stale code against a newer API.Keyboard and productivity
Esccloses drawers and dialogs.- Grid navigation follows standard AG-Grid keys — arrows to move,
Enterto open,Spaceto select. - Most “add” flows accept
Ctrl/Cmd + Enterto save.
Next
Roles & permissions
Why you can see some screens and not others.
Glossary
The vocabulary the product uses, defined precisely.