Property Owner Onboarding

Follow a guided setup path for organizing properties, tracking assets and assemblies, managing documentation, staying on top of compliance-related records, and building property workflows in R2.

Start Setup Flow Data Import Options

Setup Path

Follow the Property Owner Setup Flow

This flow helps property owners organize properties, assets, assemblies, contacts, documentation, compliance records, and maintenance workflows in one connected system.

Pre Sign-Up

Before subscribing, identify how many properties, locations, assets, assemblies, and users you plan to manage.

Choose Subscription

Select the subscription type and level that best fits your property capacity, asset capacity, and user seat needs.

Configure Account

Review profile, branding, billing, notifications, visibility, and other account-level settings.

Add Users & Permissions

Add owners, managers, office users, maintenance staff, or other users who need access.

Create & Link Records

Create properties, buildings, units, contacts, assets, and assemblies. Link records where it supports your workflow.

Track Compliance Items

Track compliance-related records such as backflow assemblies, testing records, service documents, and required follow-up.

Develop Property Workflows

Use tasks, notes, files, service history, and maintenance workflows to manage property activity.

Workflow Your Way

Use this setup flow as a guide, then adapt R2 to fit your properties, assets, and operational needs.

Before You Sign Up

Prepare Your Property and Asset Records

Before setting up your account, get a basic idea of the properties, locations, assets, assemblies, contacts, and documents you want to manage in R2.

Estimate how many properties, buildings, units, or locations you will manage.

Identify the assets, equipment, and assemblies located at each property.

Review contacts such as vendors, service providers, tenants, managers, or responsible parties.

Gather important files, photos, inspection records, service history, or compliance documents.

Decide whether you want R2 to import existing records for you.

Optional Setup Help

Data Import Services

If you already have property, asset, assembly, or contact records in spreadsheets or another system, R2 can help import supported record types so you do not have to add everything manually.

Learn About Data Import

Choose the Right Subscription for Your Properties

Property owners should choose a subscription based on property or location capacity, asset capacity, and user seats.

Property Capacity

Estimate how many properties, buildings, units, or locations you plan to manage. As your needs change, capacity can be adjusted.

Asset Capacity

Estimate how many assets or assemblies you plan to track across your properties, including equipment, backflow assemblies, and other property records.

User Seats

Review how many people need their own R2 account and determine the appropriate access level for each person.

While subscription selection is primarily based on Properties / Locations, Assets, and User Seats, it is also helpful to consider how you plan to use tasks, files, notes, compliance records, and property maintenance workflows.

View Subscriptions Schedule a Demo Contact Our Team

Account Setup

Configure Your Account Settings

Before building records and property workflows, review your account settings and preferences. Configuring these items early helps create a smoother onboarding experience.

Profile Settings

Review profile details and make sure core account information is accurate.

Name or organization name
Contact information
Mailing or business address
General account details

Branding & Visibility

Configure how your account or organization appears across supported areas of the platform.

Upload logo if applicable
Configure branding
Visibility preferences
External access settings

Billing & Notifications

Review subscription-related settings and communication preferences.

Subscription management
Billing information
Notification preferences
Account communications

Users & Access

Configure User Seats and Access Levels

Each user should have their own login. Property owners may use users for owners, property managers, office staff, maintenance workers, or others who need access to property records.

Administrator

Highest access level for full account oversight, setup, configuration, users, and records.

Full account control
Can manage users and records
Best for owners or primary administrators

Manager

Operational access for managing property records, supporting users, and helping oversee property activity.

Can create and edit records
Can support property workflows
Best for property managers or supervisors

User

Standard access for people completing assigned work and interacting with relevant records.

Works with assigned records
Completes tasks and updates activity
Best for maintenance staff or operational users

Primary account note: The email used to sign up becomes the primary account and first user in the system. This account should be used for top-level oversight and kept current.

Property Records

Build Organized Property and Asset Records

Property owners use R2 to understand what assets they have, where those assets are located, who is involved, and what work or documentation is connected to each property.

Property / Location Contacts Assets / Assemblies Tasks / Files

Create Property or Location Records

Create property, building, unit, or location records to represent the places where assets, assemblies, files, and work activity are managed.

Single properties
Multiple buildings
Apartment units or facilities
Sites with equipment or assets

Add & Link Related Records

Connect the people, assets, assemblies, and documentation that help describe each property.

Vendors and service providers
Property managers or contacts
Assets and equipment
Backflow assemblies when applicable

Strengthen Records With Supporting Information

Supporting information helps keep property records useful over time.

Notes
Files
Photos
Service documents
Maintenance history

Properties / Locations, Contacts, Assets, and Assemblies are all primary records within R2 and can exist independently. Many property owners choose to organize information around a Property or Location record because it provides a convenient place to view assets, contacts, files, notes, tasks, and activity in one place.

Compliance & Documentation

Track Compliance-Related Records When Needed

Property owners may need to track compliance-related records for backflow assemblies, equipment, inspections, documents, service history, or other property requirements.

Backflow Assembly Records

If your property has backflow assemblies, R2 can help organize assembly records, testing activity, documentation, and related follow-up.

Assembly details
Test records
Test reports
Compliance dates
Supporting documents

Property Compliance Items

Compliance does not have to stop at backflow. Use R2 to keep other important property-related records organized and easy to find.

Inspection documents
Service records
Maintenance logs
Photos and files
Required follow-up tasks

Why This Matters

Keeping compliance and documentation organized helps protect your property, your assets, and the water systems connected to your property.

More Than Backflow

Backflow compliance may be one important use case, but R2 can also support asset documentation, inspections, repairs, files, notes, and maintenance-related records.

Property Workflows

Develop Workflows for Maintenance, Repairs, and Property Activity

Once records are established, use R2 to manage property activity, assign tasks, organize files, coordinate vendors or service providers, and maintain accurate asset history.

Tasks

Create and assign maintenance, repair, inspection, or follow-up work tied to properties, assets, or assemblies.

Maintenance

Track property work, repairs, service activity, and operational updates.

Contacts

Store vendors, service providers, property managers, tenants, or responsible parties connected to your records.

Asset History

Review notes, files, service records, photos, reports, and previous activity connected to each asset or location.

Final Thoughts

Build Records That Help You Understand Your Properties

The onboarding flow outlined on this page reflects our recommended setup process and is intended to help property owners create organized property and asset records within R2.

The goal is to know what assets you have, where those assets are located, who is involved, what documentation exists, and what work needs to happen next.

Every property owner operates differently. R2 can support single properties, multi-property portfolios, apartment complexes, buildings, units, assets, assemblies, maintenance teams, vendors, and service providers.

As you become more familiar with the platform, we encourage you to adapt R2 to fit your properties, assets, compliance needs, and operational workflows.

Explore our resources to learn more about platform sections, modules, workflows, and best practices.

Schedule a Demo View Platform Sections Browse How-To Guides Explore Modules Back to Learning Center