Dashboard
Overview of your properties and community
User Growth & App Opens
Top Interests
Users by Building
Upcoming Events
| Event | Date | Location | RSVPs | Price |
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Recent Residents
| Name | Building | Unit | Joined |
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Download the Convivial Concierge app
Point a phone camera at this code and it goes straight to the App Store to download — every scan is tracked and routed to the right store (convivialconcierge.com/app).
Properties
Manage your apartment complexes and amenities
| Property | Code | Address | Amenities | Residents | Setup | Actions |
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GP Outreach CRM
Asset managers, GPs, connectors and advisors — who to reach back out to, and when.
To-do · reach back out
| Name / Firm | Role · Connection | Met at | Units | Stage | LOI | Last contact | Follow-up | Actions |
|---|---|---|---|---|---|---|---|---|
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Due today or overdue
| Name / Firm | Follow-up date | # | Next action | Last contact | Actions | |
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Upcoming meetings
| Name / Firm | When | Stage | Notes | Actions |
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| Prospect / Property | Doors | Monthly | Status | Paid | Made by | Actions |
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Sales reps are added, turned off and given new PINs under People → Sales Reps.
Your details (used in every draft)
Property Requests
Owners, VPs & regional managers submit new properties here. Approving one opens the normal Add Property flow, pre-filled — so it's created exactly as if you'd added it yourself.
| Property | Address | Requested by | Submitted | Status | Actions | |
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Property Name
123 Main St, Dallas, TX
Setup Progress
✨ What Convivial Concierge set up automatically
🔍 Search visibility (SEO)
Property Details
Residents at this Property
0| Name | Unit | Interests | Joined |
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Building Amenities
Add a note
Notes
Events at this Property
0AI suggestions appear under 💡 Recommended to host below. They generate automatically for a new property (give it a minute) and refresh weekly — or click Generate to get fresh ideas now, then approve them in the PM portal.
| Event | Date | RSVPs / Cap | Price |
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| Referrer | Referred | Status | Date | Actions |
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| Resident | Code | Status | Invites Sent | Clicks |
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📖 Building Guide
💚 Health & Wellness
👥 Property Team
Add owners, VP & regional managers from Edit PropertyLeasing Agents
| Name | Phone | Code | Onboarded | Activation | Retention | Actions |
|---|---|---|---|---|---|---|
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🏆 Agent Leaderboard
📄 Flyers for this property
Printable flyers the property manager can put up in the building to get residents involved. Pick one here and it becomes this property's flyer in the PM portal. Add your own designs below — they join the shared library every property can pick from.
🎛️ App Features
Turn parts of the resident app on or off for this property.
Property management software
Imports the resident roster (with phone numbers) so everyone can be invited, and so a resident who signs up with a roster phone number is auto-joined with no property code. One at a time — a property has a single source of truth for its roster, so connecting a second would leave two systems disagreeing about who lives there. Disconnect the current one to switch.
Renters insurance offers
Which insurance partners this property's residents see in Perks. Partners are
managed under Insurance in the sidebar; this decides which of
them apply here. Residents see nothing until a partner is added below and the
perks_insurance feature is on for the property.
Screening
Applicants who checked themselves against this community's requirements. Requirements are typed fields only, so a protected characteristic cannot be stored as a criterion, and occupancy caps never bind below two per bedroom. Convivial Concierge holds no credit, criminal or eviction data — a property records the outcome of the check its own licensed provider runs.
Insurance partners
Shared across every property — editing here changes what all of them can offer.Licensed states are enforced. An offer is hidden from residents whose property is in a state the partner isn't licensed in, and a partner with no states listed shows nowhere at all. Fee model matters: a flat fee per introduction, not contingent on a sale, is the safer arrangement — compensation that pays only on a purchase can require an insurance producer licence in many states.
| Partner | States | Fee | Referrals | Status | |
|---|---|---|---|---|---|
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Third Places
| Spot | Category | Type | Location | Actions |
|---|---|---|---|---|
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Assistance directory
Help residents can reach, grouped by the need they actually have.
A stale number is worse than none — someone in trouble calls it and gets nothing. Seeded national entries are marked unverified because nobody here has called them yet. Check one, then mark it verified so residents can see it was.
| Resource | Category | Scope | Contact | Checked | |
|---|---|---|---|---|---|
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Residents
View and search all registered residents
| Name | Building | Unit | Interests | Joined | Actions | |
|---|---|---|---|---|---|---|
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Onboarding Health
Time-to-first-value per property — catch stalls before they churn
| Property | Health | Age | Residents | Active 7d | 1st resident | Milestones missing |
|---|---|---|---|---|---|---|
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First-Month Assignments — % by Property Manager
| Property | Manager | Week | % done | Open items |
|---|---|---|---|---|
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Invoices
Monthly per-property SaaS bills, at $2/door. Nothing is emailed until you verify it — generate the drafts, check the numbers, then send.
| Property | Invoice # | Doors | Amount | Recipient | Status | Stripe & link opens | Actions | |
|---|---|---|---|---|---|---|---|---|
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Insights
What the app captures, how it's used, and how the two platforms compare
Data Lake
Raw behavioural capture across the app and the website. Colour separates the surface, size is volume. Click any bubble to see what's used inside it.
What's actually being used
Every product surface as one dot.
What it costs to keep
Every table and every storage bucket grouped by the part of the app it belongs to. Click an area to see what's inside it. Sorted by total footprint — the top row is what a bigger bill will come from first.
On device — taps per button
Pick a screen and see every button the app reports being tapped on it, iOS beside Android. Buttons that lead somewhere are clickable — navigate the app and watch the numbers change.
The app records which button was tapped, not where it sits on screen, so these are the real buttons and real counts in a device frame — not a pixel-accurate mock of the UI.
Daily capture
Events per day. A flat line means the pipeline died.
Live tail
The newest rows landing in the lake. IDs only — no names or numbers.
Event catalogue
Every event name we have ever recorded, and whether the 21 planned events are live yet.
Deep Analytics
Feature usage, engagement patterns, and behavioral insights
Which features get the most engagement across all users
Messages Per Day
Signups Per Day
| Rank | User | Building | Messages | Events | Intros | Polls | Total Actions |
|---|---|---|---|---|---|---|---|
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Most Popular Event Categories
Peak Activity Hours
Features with lowest engagement — potential candidates for improvement or removal
Screen-level behavior: where users spend time, what keeps them engaged, and where they drop off
Entry Screens
First screen visited when opening the appExit Screens
Last screen visited before leaving the appStickiest Sections
Screens that keep users engaged the longestHow long users spend on each screen before navigating away
| Rank | Screen | Avg Time | Total Visits | Unique Users | Engagement | |
|---|---|---|---|---|---|---|
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Errors reported by the mobile app in the last 7 days
Push notification delivery and engagement metrics
Breakdown by Notification Type
iOS vs Android
Compare in-app usage across the two apps to confirm both are healthy and every feature fires on both platforms.
Events per feature category on each platform. A category that fires on one platform but not the other is a red flag that something is broken in that build.
Of the pushes actually delivered, what share led to someone opening the app — by notification type and platform. High open-rate types are the ones people care about; low ones are candidates to cut or rework. Open tracking starts once an app build carrying it ships, so early rows may show sends with no opens yet.
Referrals & Leads
Every referral source and every inbound lead, in one place
Referral Programs
Configure referral fees and rewards per property. Convivial Concierge takes a 10% platform fee.
| Property | Status | Total Fee | Referrer Gets | New Resident Gets | Convivial Concierge Fee (10%) | Referrals | Actions |
|---|---|---|---|---|---|---|---|
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| Referrer | Referred | Property | Status | Date | Actions |
|---|---|---|---|---|---|
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Business Referrals
Track engagement with local businesses. Use this data to pitch partnerships and earn revenue.
| Business | Event Views | Website Clicks | Directions | RSVPs | Total |
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| User | Business | Action | Event | Date |
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Leads
Track demo requests and resident referrals
| Date | Property | Phone | Colors | Referral Fee | Team | Status | |
|---|---|---|---|---|---|---|---|
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Tracked Links
Create shareable links and see who opens them, how long they stay, and where they go.
| Label | Short URL | Destination | Opens | Unique Visitors | Avg. Time | Created | |
|---|---|---|---|---|---|---|---|
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Feedback & Errors
Crash reports, in-app feedback, and account-deletion reasons
Error Logs
App crashes and errors reported automatically
| Time | User | Type | Message | Screen | Severity | Actions |
|---|---|---|---|---|---|---|
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Feedback Reports
User-submitted bug reports, feedback, and feature requests
| Date | User | Category | Description | Status | Actions | |
|---|---|---|---|---|---|---|
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Exit Feedback
Reasons users gave before deleting their account
Reason Breakdown
| Date | Reason | Details |
|---|---|---|
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Website Analytics
Page views, traffic sources, and lead capture from convivialconcierge.com · bot & crawler traffic excluded
| # | Page | Views | % of Total |
|---|---|---|---|
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| # | Referrer | Visits |
|---|---|---|
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Views grouped by top-level path — quickly see which areas drive traffic
| # | Section | Views | % of Total |
|---|---|---|---|
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Most-viewed /p/ listing pages by property slug
| # | Property | City | Views | Last viewed |
|---|---|---|---|---|
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Traffic from UTM-tagged links (ads, emails, social)
| Source | Medium | Campaign | Visits |
|---|---|---|---|
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Manage where your QR codes point (change destinations without reprinting) and track how each one is performing.
QR performance
| Label | QR URL | Destination | Total scans | 7d | 30d | Updated | QR Code | |
|---|---|---|---|---|---|---|---|---|
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| Date | Name | Phone | Property | Units | Source | |
|---|---|---|---|---|---|---|
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What visitors are searching for on the website. Unmatched searches reveal feature gaps & user intent.
| Search Query | Count | Last Searched |
|---|---|---|
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| Search Query | Count | Matched Section |
|---|---|---|
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Guest Cards
Deliver prospects into any property's CRM by email — and keep the commission evidence trail
Per-property setup
| Property | CRM | Lead-intake email | Source added | Delivery | Channels | Sent | Leased | |
|---|---|---|---|---|---|---|---|---|
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Clients in play
Registered → toured → applied → leased → invoiced. Anything with a "needs" flag is waiting on you.
| Client | Property | Status | Unit / rent | Needs | Idle | |
|---|---|---|---|---|---|---|
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Live availability
Pulled from each property's own syndication feed — the same standardized feed the big ILSs receive. No phone call, no login.
| Property | Unit | Bd/Ba | Sqft | Rent | Available | Special | Pays us |
|---|---|---|---|---|---|---|---|
| Set your filters and hit Search. | |||||||
Area Third Places
Add great spots by city (e.g. Houston). Property managers in that city see them and choose to add them to their property.
Add a place
| Place | City | Category | Source | Actions |
|---|---|---|---|---|
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Third Places
Manage community spaces and nearby favorites for residents
| Spot | Category | Type | Building | Location | Actions |
|---|---|---|---|---|---|
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Welcome Messages
Convivial Team welcome messages sent to residents at Day 1, 7, 30, and 90
| Resident | Building | Milestone | Status | Sent Date | Response |
|---|---|---|---|---|---|
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Convivial Team Inbox
Messages from residents to Convivial Team
Sales Reps
Who can sign in to the sales portal. Reps see only their own groups, properties and $2/door payment links — never the CRM or the rest of admin.
Add a Sales Rep
They sign in at convivialconcierge.com/team → Sales with that Google account, then make their own 6-digit PIN the first time. Adding a rep texts them (if you enter a phone) and emails them these steps.
| Rep | Sign-in email | Phone | Status | Customers | Send sign-in | |
|---|---|---|---|---|---|---|
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Resources for reps
Links and files every rep sees under Resources in the sales portal — the handbook, one-pagers, decks. Changes show up for reps right away. PDFs get a cover preview from their first page.
Property Owners
Manage property owners and their portfolio assignments
Add New Owner
All Owners
| Name | Phone | Properties | Active | Actions | |
|---|---|---|---|---|---|
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Property Managers
Manage property managers and their assignments
Add New Manager
All Managers
| Name | Property | Setup status | Active | Actions | |
|---|---|---|---|---|---|
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Reports & Moderation
Resident reports and automatic photo screening across all properties. Apple expects reported content to be actioned within 24 hours.
Report queue
| What was reported | Posted by | Property | Reason | Waiting | Status | Actions |
|---|---|---|---|---|---|---|
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Automatic photo screening
Every chat, feed and profile photo, checked on upload. Blocked photos are pulled immediately.
| Photo | Uploaded by | Where | Verdict | Reason | When |
|---|---|---|---|---|---|
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Complaint Flags & Safety Alerts
Posts in the building chat that match a flag rule never go up — they go privately to the property team, and the resident sees that category's response. Security reports can also alert the whole building. Everything here reaches residents the next time they open the app — no update needed.
Safety alerts
Building-wide notices raised by security reports (last 30 days). Severities set to "send automatically" go out at once; the rest wait here and on the property's PM portal for someone to send or dismiss.
| Property | Severity | Notice | Reports | Status | ||
|---|---|---|---|---|---|---|
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Categories
What happens after a post is caught. Lower priority numbers are checked first.
| Priority | Category | Resident is told | Extras | Active | ||
|---|---|---|---|---|---|---|
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Test a message
Add a rule
Rules
| Category | Type | Pattern | Active | Last edited | ||
|---|---|---|---|---|---|---|
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Group Chats
Review resident-created group chats. Deleting archives a chat (recoverable) and hides it from residents.
All Group Chats
| Name | Creator | Building | Members | Messages | Status | Actions |
|---|---|---|---|---|---|---|
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Leasing Agents
View all leasing agents across properties
| Name | Phone | Property | Code | Onboarded | Active | Actions | |
|---|---|---|---|---|---|---|---|
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Settings
Portal settings and access control
Display
Admin Access
Add New Admin
Authorized Administrators
| Name | Added By | Date Added | Actions | |
|---|---|---|---|---|
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App Config & Kill Switches
Global emergency controls for the resident app, for every property at once. Open apps pick changes up within seconds (realtime); every app picks them up on resume or within the refresh interval. Every save is audited. Sign-in, onboarding and the update gate can never be switched off.
Maintenance
Status banner
A slim, dismissible banner shown to everyone. Leave the message empty to hide it. A non-blocking maintenance notice takes its place while it is on.
Last onboarding page
The final "Make this apartment Convivial" screen new residents see before the app opens. Changes reach phones on their next launch or within a few minutes, with no app update. Leave a field blank to use the built-in text (shown greyed out). Needs app build 3.5.6+156 or later.
Minimum app version & refresh
Global minimum, combined with each property's own minimum (the stricter wins). Format 3.5.6 or 3.5.6+151. Builds up to 3.5.6+151 only read the per-property value; use ./scripts/set-min-app-version.sh to set both.
Kill switches
Checked = forced OFF for every resident, overriding property settings.Recent changes
Internal Reference
What we have for each user type, and every service we use. Keep this current when you add a flyer, sign up for a tool, or change an account email.