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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) - WhatsApp — receipt delivery and reminders, if your facility has WhatsApp configured - Push — in-browser notifications for time-sensitive items - Telegram — same content as WhatsApp, 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.

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.