Half of property management happens away from a desk. Bilterm’s mobile apps (native Android and iOS) plus the offline-capable PWA put the portfolio in your pocket.

1. Install the app on your phone and sign in with your Bilterm account (email/password, magic link, or Google — same account as the portal).
2. For fingerprint sign-in: go to Profile → Security → Biometric Authentication and click Register. Next time, your fingerprint opens the app.
3. Enable push notifications when prompted — that’s how time-sensitive items (maintenance updates, messages) reach you.
4. The PWA keeps working offline for cached content; changes sync when you’re back online.

On the go, you can

• Check the dashboard KPIs: occupancy, outstanding debt, open maintenance.
• Read the rent ledger per building — billed, collected, outstanding.
• Follow maintenance requests with live status updates and photos.
• Reply in the unified inbox from the parking lot.

Tips

• Also in Profile → Security: enable Two-Factor Authentication and use Change Password periodically. A phone with building data on it deserves both.
• Your Preferred Language (English, French, Romanian) follows you to every device you sign in from — set it once on the profile.
• The mobile app is a companion to the portal, not a replacement: heavy work like underwriting a prospect or reorganizing Drive is still nicer on a big screen.

Bilterm’s AI assistant is a sidebar copilot that answers from your documents and remembers context across conversations. It’s only useful if you feed it.

1. Open AI Chat — or click any “Chat with AI” button on a building or portfolio page to start with that context.
2. Type in the input (“Type a message…”) and ask about your portfolio, your procedures, your documents.
3. Feed it documents. Paste in lease clauses, building notes, maintenance procedures, property details — anything you currently keep in your head or in a drawer. The assistant chunks and indexes the text into its knowledge base.
4. Manage threads like a chat app: create new ones per topic, rename them, search them. Titles are generated automatically.
5. The assistant keeps short-term context within a conversation and builds long-term memory of facts you reinforce — so “the boiler in building X is from 2019” stays known.

What it can and can’t do

• It answers from the documents and notes you provide, plus the conversation at hand.
• It does not read your rent ledger. “Who owes me money?” is a question for the Rent tab, not the chat.
• AI answers can be wrong. Verify anything with legal or financial consequences against the source document.

Tips

• The highest-value first upload: your standard lease clauses and your building notes (boiler age, roof year, quirks per unit). That’s the knowledge you get asked about most.
• One thread per topic. A thread called “Boiler issues — 85 Rue de Montigny” is retrievable; a 200-message mega-thread is not.

“Should I renovate this unit?” The Value-Add Scenario Calculator turns that gut feeling into a number: what a rent increase is worth at your target cap rate.

1. Go to Tools → Acquisitions and find the Value-Add Scenario Calculator (“Model the impact of a renovation on building value”).
2. Enter the Renovation Cost ($) — e.g. 15000.
3. Enter the Monthly Rent Increase ($) the renovation should support — e.g. 400.
4. Enter your Target Cap Rate (%) — e.g. 6.
5. Click Calculate. The calculator shows the value the renovation creates at that cap rate, so you can compare it directly against the cost.

How to read the result

The math is simple: extra annual rent divided by the cap rate equals added value. $400 more per month is $4,800 a year; at a 6% cap rate that’s $80,000 of value created for a $15,000 spend. The calculator does this comparison for you — if the value created comfortably exceeds the cost, the renovation earns its keep.

Tips

• Run the calculator before you call the contractor, not after the work is done. It’s a decision tool, not a justification tool.
• Test pessimistic numbers too: half the rent increase, a higher cap rate. If the project still works, it’s a good project.
• Pair this with the prospect pro-forma: underwrite the building as-is, then model the renovated version as the upside case.

Drive is Bilterm’s file manager: leases, insurance certificates, invoices, floor plans, photos — organized by building, unit, lease, and tenant instead of dumped in one folder.

1. Open Drive. The toolbar gives you New folder, Upload (with a dropdown), Search files, view toggle (grid/list), and the sections and storage menu.
2. Follow the physical folder tree: Buildings → Units → Leases → Tenants. A lease PDF belongs under its unit; the building’s insurance certificate belongs at the building level.
3. Upload with the dropzone or the Upload button. Files show their size and date; the header shows how much storage you’ve used.
4. Tag files by category — lease, invoice, insurance, contract, floor-plan, photo, report, other — and add tags so search actually finds things.
5. Share per file: open the file’s 3-dot menu and share it with a tenant, a team member, or a vendor. Everything is private to your organization until you share it.
6. You don’t have to live in Drive: the building detail page has its own Files & Photos section with Add file, and records like superintendent contracts have an attach-file control built in.

Tips

• Name files like you’ll search for them: “Bail-85A-2026-2027.pdf” beats “scan_final2.pdf.”
• Share the signed lease with the tenant at signing time — then stop emailing leases entirely.
• Keep two file areas straight: team files (visible to your organization) and personal files (yours alone). The building insurance goes in team files; your private notes stay personal.

Plumbers, electricians, snow removal, the handyman who does everything — they all live in Fournisseurs, with their invoices and your payments tracked against them.

1. Go to Fournisseurs and click Add vendor (or “Add the first vendor” if the list is empty).
2. Under Business: enter the Business name.
3. Under Primary Contact: First name and Last name (required), plus Email and Phone.
4. Under Entreprise: Licence/permit number, Tax ID / business registration, and Internal notes — the stuff you’d otherwise keep in your head (“only available Tuesdays”, “bring exact change”).
5. Save. The vendor gets a detail page with their contact info, categories, and history.
6. When the bill arrives, record a vendor invoice on the vendor record. When you pay it, record a vendor payment. The Vendors dashboard tracks Unpaid Invoices, Pending Approvals, and Spend YTD across all vendors.

Tips

• Fill in the licence and tax ID when you add the vendor, not at tax time. You’ll need them for your accountant anyway.
• The On-Time Completion metric only means something once projects have due dates — set them on the project, and the vendor scorecard builds itself.
• Vendors get a limited portal of their own. Share project documents and photos with them through Drive rather than texting PDFs back and forth.