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FAQ

Frequently asked questions about Osool

Short answers to the most common general platform questions.

Before getting started

The best way to start is to set up the agency, add properties and units, then enter leases and tenants. Listings, collections, and reports become more useful after that foundation.

Where can I find faster answers?

Use knowledge base search, or open the section closest to your issue: listings, tenants, owners, AI CFO, or troubleshooting.

How to turn an answer into action

After reading an answer, open the related Knowledge Base section or dashboard area and review the source record. General answers do not replace actual agency data review.

  • Identify section
  • Open the record
  • Check permission
  • Take action
  • Document outcome

How to apply this inside the agency

Turn the article into a small dashboard action: open the related record, review the data, make the appropriate update, then document the outcome so the rest of the team can see it.

If the action involves a financial, regulatory, owner, or tenant-impacting decision, ask the responsible role to review it before final approval.

  • Open the record
  • Review data
  • Take action
  • Document outcome
  • Escalate when needed

Product status and review needed

This is documented as an available workflow, but results can still vary by user permissions, agency settings, and data quality.

If a step described here is not visible in the agency dashboard, treat it as not enabled for your account and check with your admin or Product.

FAQ

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Frequently asked questions about Osool | Osool Knowledge Base