A working property management client portal — where tenants log maintenance requests, check rent status, and access their lease documents, and owners see their portfolio performance — is ready in minutes from one prompt. Describe your properties to Taskade Genesis and it builds a live branded portal with a maintenance intake board, document storage, AI triage agent, and automated status updates. No developer, no property management SaaS subscription, no email inbox overwhelm.
Your live demo: Client Portal
The Client Portal is running in your browser right now. Explore maintenance request flows, document access, and multi-role views — then click Use this app to own a working copy in your workspace in about ten seconds. You own the portal, the data, and the agents with no per-unit or per-user lock-in.
What Taskade Genesis builds from your description
- Relational property model — units linked to tenants, owners, maintenance records, lease documents, and payment history via the Relationship field. One unit record connects to its current tenant, every maintenance request ever submitted, all documents, and the owner's contact — all natively.
- 7 project views on one dataset — Board for maintenance request status (Submitted / Triaged / Assigned / In Progress / Resolved), Table for unit and lease records, Calendar for maintenance schedules and lease renewals, List for today's open tasks, Gantt for renovation or turn timelines.
- Embedded AI agent with 33 built-in tools — persistent memory holds each unit's maintenance history; the agent triages incoming requests by urgency (emergency plumbing vs. non-urgent cosmetic), answers common tenant questions 24/7, and drafts vendor work orders.
- Built-in reliable automations — maintenance request submitted → acknowledgment sent to tenant; request assigned to vendor → tenant notified of timeline; rent due date approaches → reminder sent; lease renewal date approaches → owner and tenant both alerted. Reliable, branching and looping.
- 100+ bidirectional integrations — pull maintenance requests from a web form, push vendor assignments via email, sync rent reminders to calendar, log costs to QuickBooks.
- Custom domain + GenesisAuth client logins (Business+) — a branded portal at your own domain where tenants and owners sign in with their own credentials. Tenants see only their unit; owners see their full portfolio.
Workspace DNA running your property operations
Memory holds every unit, lease, and maintenance history. Intelligence (15+ frontier models from OpenAI, Anthropic, Google, plus open-weight providers) triages requests and surfaces lease renewals and recurring issues. Execution sends acknowledgments, vendor assignments, and rent reminders automatically. Tenants self-serve; owners stay informed; you spend less time in your inbox.
Getting started
- Open Taskade Genesis and describe your property types, tenant structure, and maintenance workflow.
- Clone the live demo or generate a custom version.
- Add automations for request acknowledgment, vendor routing, and rent reminders.
- Connect your accounting tool via integrations.
- Give tenants and owners their role-based portal access — no per-user pricing.
Pair it with the real estate lead CRM, the brokerage transaction tracker, and the AI agents directory. Explore more portal templates in the Community Gallery.
Common questions
Can tenants submit maintenance requests without a full Taskade account?
Yes. With GenesisAuth (Business+), you can configure tenant access so they sign in with a simple credential to a limited portal view — no full Taskade workspace access required.
Can owners see their portfolio without seeing other landlords' data?
Yes. Role-based access restricts each owner to their own properties. An owner logs in and sees only the units, maintenance records, and financial summaries for their portfolio.
Does the AI agent really answer tenant questions automatically?
Yes. The embedded agent reads the unit's lease, maintenance history, and policy documents, then answers common questions ("When is rent due?", "What is the process for a repair?") 24/7 — so you are not fielding the same calls repeatedly.