Dashboard shortcuts
Open the major app areas from the dashboard sections menu.
Inventory
Document each item completely
Capture supporting photos and receipts, review item details, and keep records current.
Add item photos
Take a new photo or choose an existing image while creating an inventory record.
Attach receipts
Keep purchase evidence with the item by photographing or selecting a receipt.
Item details
Review the saved item record, value, dates, warranty, and related documentation.
Edit items
Update item information as values, coverage, or documentation change.
Properties & insurance
Connect homes and coverage
Move between the property list, detailed property editing, home improvements, and insurance policy setup.
Properties overview
Compare home records, adjusted cost basis, and estimated gains at a glance.
Property financial details
Maintain purchase values, dates, cost-basis inputs, notes, and primary status.
Add improvements
Document property upgrades with cost, date, category, contractor, and supporting notes.
Choose policy type
Select the kind of insurance policy before entering its coverage details.
Collectibles
Catalog collections with visual detail
Catalog sports cards, coins, currency, comic books, action figures, memorabilia, and other collectibles with stored images, OCR-assisted identification, values, and insurance-supporting records.
Collection overview
Search and filter a collection while tracking item count and total value.
Select collectible type
Start with a category tailored to sports cards, coins, comics, stamps, figures, and more.
Capture a front photo
Take a new image or choose an existing photo for the collectible record.
Close-up guidance
Built-in guidance helps produce focused photos of identifying details.
Front and back documentation
Store both sides of an item, use OCR-assisted identification, and record year, catalog, issuer, grade, condition, and value for inventory or insurance documentation.
Flexible collectible details
Add a second photo when needed and maintain structured collector attributes.
Contractors
Keep service contacts and work history together
Maintain contractor records from first entry through editing, detail review, and reporting.
Contractor directory
Keep trusted service providers organized and easy to find.
Add contractors
Save company, trade, contact, and service information in one record.
Contractor details
Review contact details and related work from a dedicated profile.
Edit contractor records
Keep provider details current as contacts and services change.
Contractor reporting
Prepare an organized view of contractors and related records.
Maintenance
Plan recurring home care
Choose common tasks, maintain a custom library, filter by status, and see what is due next.
Maintenance schedule
See overdue and upcoming tasks with clear timing and category information.
Filter task status
Focus the list on past-due or other task states and generate a report.
Browse common tasks
Search a practical maintenance library across home-care categories.
Filter the task library
Narrow common tasks by HVAC, safety, plumbing, exterior, electrical, and more.
Custom task library
Manage reusable maintenance tasks specific to the home.
Emergency mode
Prepare essential records before they are needed
Follow recovery checklists, keep critical phone information available, and create an inventory snapshot.
Emergency checklist
Work through practical preparation and recovery steps in one place.
Emergency contacts
Keep critical phone details available during a fast-moving situation.
Inventory snapshot
Create a focused record for recovery planning and claim preparation.
Settings
Control alerts, storage, and account preferences
Manage security, optional address details, notification settings, alert methods, storage choices, and media permissions.
Security and alerts
Manage sign-in security, optional address details, notification settings, and preferred alert methods.
Storage and permissions
Choose where media is stored and review the permissions used for photo and file access.