You can add internal reference guides and important information directly to properties, units, and contacts within the CRM. These tools serve as a quick reference for internal team members and help maintain consistency across your operations.
Use Documentation to:
Upload and store internal files such as:
Utility setup instructions
HOA rules
Leasing Documentation
Appliance manuals
Entry guides for maintenance crews
Property-specific vendor contacts
These documents stay attached to the relevant record, so team members can easily find what they need when managing a property or supporting a guest. In addition, all documents added to a property, unit, or contact are added to the Document library so they can be shared externally or turned into e-signatures.
Use Notes to:
Record quick internal memos or reminders such as:
“Trash pickup is on Wednesdays.”
“Use code 345# to access the lockbox.”
“Tenant prefers early check-in—confirmed for future stays.”
Notes are ideal for capturing details that don’t require a full document but still add value for teammates handling reservations, maintenance, or client communication. In addition, Notes can also hold hyperlinks to more documentation. Examples include property rules and regulations.
Note: Documentation and notes are for internal use only and cannot be seen or downloaded by clients or guests. To share a direct link to a document. Visit documents within Communication. Visit Add and Organize Documents for more information on how to add, organize, and share documents directly from DoorSpot.
▶️Watch the following GIF to view how you can add a document to a property.
▶️Watch the following GIF to view how you can add a note.
