Read a property's At a Glance summary
What the key-insight cards at the top of a property page mean, and what to do when one turns amber.
Last updated July 28, 2026
Every property's page opens with an At a Glance strip: a row of key-insight cards that answers "is this home okay, and is its account okay?" before you scroll into the details.
- Last visit — how long since the property was last checked, and whether that visit was verified on-site.
- Open issues — how many issues are open and the highest severity among them.
- Compliance — whether the home is inside its required visit interval for insurance (on Pro and Business, when a required interval is set).
- Billing — open invoices and the amount outstanding for this property.
- Monthly revenue — what the property brings in, from its active recurring schedule or its billing plan.
Below the cards, a 12-month visit-cadence chart and an issues opened-vs-resolved trend show the longer arc, and an activity pulse notes the last report sent, last message, and last payment. When something needs attention — say issues have sat open for more than 30 days — a callout appears with a shortcut to the right place.
Tip · The cards are computed live from the property's own records, so clearing the underlying item (completing a visit, resolving the issue, collecting the invoice) updates the card immediately.
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