Getting started¶
This page is what most users see first when they log in: the dashboard. It's also where the ? button takes you when you're not on a specific module.
Your dashboard¶
What appears on your dashboard depends on your role.
If you're a resident or tenant¶
- Outstanding balance — what you currently owe. Click for the full invoice list and the Pay now button.
- Open maintenance tickets — anything you've reported that's still in progress. Click any row to see the assigned technician, photos, and status updates.
- Upcoming amenity bookings — the next pool / gym / function-room reservation you've made.
- Active parking permits — vehicles you're currently allowed to bring in, with their expiry dates.
- Recent broadcast — the latest facility-wide announcement from management.
If you're a facility admin¶
The dashboard becomes a control panel: - Module tiles — every module enabled for your facility, with a quick count of items needing your attention (overdue invoices, unassigned tickets, expiring permits). - Today's activity — visitor arrivals, payments received, work orders closed. - Subscription status — which plan you're on, your billing cycle, and the next renewal date.
If you're staff (guard, housekeeper, technician)¶
Your dashboard shows your work queue — tasks assigned to you in the modules you have access to. A guard sees today's permit/visitor activity; a housekeeper sees their cleaning roster; a technician sees their open work orders.
Getting around¶
- Module navigator (top bar): every module enabled for your facility, with icons. Click to switch.
- Pin a module by clicking the ★ next to its name — it'll always show first in your nav.
- Global search (top bar) finds residents, units, permits, tickets, bookings, and invoices across every module at once.
- Breadcrumbs show where you are. Click any segment to jump back up.
- Help (
?) opens this site for the module you're currently in. - Press Esc to close any open drawer (help, search, notifications).
URL shortcuts¶
CautaReside uses URL hashes for navigation, so you can bookmark or share any page:
#m/parking— opens CautaPark#m/billing— opens Billing#p/settings— opens platform settings#u/<unit-id>— opens a specific unit's profile
Notifications¶
The bell icon in the top bar lists alerts that need attention — overdue invoices, expiring permits, unanswered tickets, new broadcasts. Click any to jump to it.
You can also opt in to: - Email — receipts and important account updates (always on) - Push — in-browser notifications for time-sensitive items - Telegram — receipt delivery and reminders, sent to your Telegram chat
Manage these from Settings → Notification Preferences.
Offline support¶
Many CautaReside modules work offline. Look for the small sync indicator in the bottom corner — green means connected, amber means syncing, grey means offline. Anything you do offline (issue a permit, log a payment, close a ticket) is queued and pushed once you reconnect.
Install the app on your phone¶
CautaReside is a Progressive Web App (PWA), so you can install it like a native app from your phone's browser — no app store needed. After installing, it opens full-screen with a CautaReside icon on your Home Screen, works offline, and can show push notifications.
Quickest path — sign in, open Settings, scroll to the 📱 Install app card and tap Install now. The button picks the right install flow for your browser. If you're on iOS Safari, it opens a short instructions card; on Android Chrome / Edge, it triggers the OS install prompt directly.
If the Install now button doesn't appear (some browsers hide it once an install prompt has been used), follow the manual steps below.
iPhone / iPad (Safari)¶
iOS Safari doesn't show an automatic install prompt — you add it to the Home Screen yourself:
- Open CautaReside in Safari (Chrome / Firefox / Edge on iOS cannot add apps to the Home Screen — switch to Safari first).
- Sign in.
- Tap the Share button — the square with the up-arrow in Safari's bottom toolbar.
- Scroll the share sheet down and tap Add to Home Screen.
- Tap Add in the top-right.
A CautaReside icon appears on your Home Screen. Open it from there for the full-screen experience.
Android (Chrome, Edge, Samsung Internet, Brave)¶
Most Android browsers prompt automatically. If they don't, you can add it yourself:
- Open CautaReside in your browser and sign in.
- Tap the browser's menu (usually ⋮ in the top-right).
- Tap Install app or Add to Home Screen.
- Confirm. The app installs to your launcher; you can move the icon to your Home Screen like any other app.
Desktop (Chrome / Edge / Brave)¶
Same idea on a laptop:
- Open CautaReside and sign in.
- Look for the install icon in the address bar (a small monitor with a down-arrow), or open the browser menu (⋮) → Install CautaReside.
- Confirm. The app opens in its own window with no browser chrome.
What you get when installed¶
- Full-screen launch — no address bar / tabs taking up space, useful on phones especially
- Home Screen / launcher icon — open in one tap
- Push notifications — alerts come in even when the app isn't open (you still control which ones in Settings → Notification Preferences)
- Offline mode — the same offline support as the web version, but the launch is faster because the app shell is cached locally
- No app store updates — new versions deploy from our side, the installed app picks them up the next time you open it
Uninstall¶
Long-press the icon and pick Remove (iOS / Android) or open browser settings → Installed apps → CautaReside → Uninstall (desktop). Your data stays on the server — re-installing brings everything back.
Tips¶
- The ★ pin is per-user, not per-facility. Pin the modules you use most so they're always at the front of your nav.
- Hold Shift while clicking a search result to open it in a new tab — useful when comparing two units or invoices side-by-side.
- The platform version is shown next to the help button. If support asks what version you're on, that's the number.