Rental Manager App — User Guide

① First time setup

1

Open the file

Open rental-manager-mobile.html in your phone's browser (Safari or Chrome)

2

Tap ⚙ in the top-right corner to open Settings

Fill in your company name, ABN, address, email, BSB and account number, then tap Save settings

3

Add your three properties

Tap Properties in the bottom navigation, then tap the + button. For each property, fill in the address, tenant name, monthly rent (excl. GST), and lease dates

✅ You only need to do this once. All details will be auto-filled when you create invoices.

② Every month — step by step

1

Create an invoice

Tap Invoices in the bottom navigation → tap the + button → select the property → select the month → add any extra fees with + Add fee if needed → tap Generate invoice

2

Send to your tenant

Tap View invoice on the invoice, then tap Print / Save as PDF. Your phone will open a print screen — choose Save as PDF, then send the file to your tenant via email or messaging

3

Record the payment when it arrives

Once payment is received, tap Mark paid on the invoice — or go to Ledger and tap + to record it manually with a reference note (e.g. bank transfer number)

③ End of financial year — for your accountant

1

Generate the annual report

Tap Report in the bottom navigation → select the year → tap Generate → tap Print to save as PDF and send to your accountant

The report automatically separates net rental income and GST collected, broken down by each property.

④ Important: backing up your data

⚠️ Your data is saved inside your phone's browser. If you clear your browser cache, all data will be lost. Back up at least once a month.

Situation	What to do
Regular backup	Tap ⚙ → tap Export backup → your phone will download a `.json` file. Save it to iCloud, Google Drive, or your files app
New phone or new browser	Open the app on the new phone → tap ⚙ → tap Import backup → select your saved `.json` file
Before clearing browser cache	Always export a backup first — data cannot be recovered once the cache is cleared

Where to find your backup file

Phone / Browser	Where the file is saved	What to do with it
iPhone — Safari	Opens in the Files app → iCloud Drive or "On My iPhone" → Downloads folder	Move it to iCloud Drive so it's safe even if you lose your phone
iPhone — Chrome	Tap the ⋮ menu in Chrome → Downloads → find the `.json` file	Tap and hold the file → Share → Save to Files (iCloud Drive)
Android — Chrome	Files app → Downloads folder → look for `rental-data-YYYY-MM-DD.json`	Move it to Google Drive for safekeeping

💡 Recommended habit: at the end of each month, export a backup and save it to iCloud or Google Drive with the date in the filename. Keep the last 3 months of backups.

⑤ Bottom navigation — what each tab does

Tab	What it's for
Dashboard	Overview: this month billed, received, and outstanding invoices
Properties	Manage your three property and tenant details
Invoices	Create invoices, view them, and mark as paid
Ledger	Full history of all payments received
Report	Annual income summary for your accountant