Getting started
I'm new here and I need to get oriented.
- How HousingSurvey Pro fits togetherA map of the management portal, the capture app and the evidence chain, and how they connect, before you dive into any one area.
- Signing inEmail and password, Google, Apple, single sign-on, passkeys, and what happens when a two-factor challenge appears.
- Creating your organisationLandlord or contractor, what you get on day one, and how the person who creates it becomes its first administrator.
- The setup wizard, step by stepEleven steps — organisation profile, properties, team, contractors, integrations and field app, plus five optional extras — every one skippable.
- The onboarding checklistThe Dashboard's Finish setting up card — five optional extras from setup, tracked honestly as done, skipped or not set up.
- Finding your way around the portalThe sidebar's tabs, deep links you can bookmark or share, and why a tab you expect might be missing.