Get a membership quote and go live
Ask for your membership quote, review your setup, and switch your organization from draft to live.
Before you start
Only an Owner or an Administrator can go live. Going live needs a paid membership. OneView quotes the membership fee, and a yearly maintenance fee, for your portfolio. We don't list amounts in this guide. The Pricing page explains what the membership includes.
You don't need to wait for the quote to set up. Everything you add in draft is saved. See Draft and live if you are not sure what draft means.
1. Open the go-live review
Select Go-live review in the banner at the top of any screen, or the same button on the "Set up your workspace" card on your dashboard.
2. Ask for your quote
Until the membership is paid, the page shows "Going live needs a membership" with two buttons:
- Message us on WhatsApp opens WhatsApp with a message already written, naming your organization.
- Email us opens an email with the same message.
Send it, and we come back to you with your quote.
3. Wait for the confirmation
Once your membership payment is received and confirmed on our side, every Owner of the organization is told by notification: "Your membership payment was received. You can now review your setup and go live." The go-live review now shows a Go live button where the contact card was.
OneView's own invoices to your organization are listed in the Billing tab of your organization page, visible to Owners and Administrators.
4. Review your setup
The review page has three parts:
- What's set up: how many properties, units, tenants and active payment methods you have.
- Worth a look: things worth fixing, such as leases missing their rent or start date, no active payment method, incomplete billing details, or recurring charges that start before today (going live bills every period since their start, and the warning says how much). They never block you. Leases that aren't ready simply stay in draft.
- Your tenants: how many tenants will receive an invitation to their portal, and how many already have an account and will get their first invoice directly.
5. Go live
Select Go live and confirm. The confirmation tells you how many leases will be activated. You see "Your organization is live. Leases are being activated, and you'll be notified when it's done."
What happens next
The ready leases are activated in the background, their first invoices go out, and tenants who haven't been invited yet receive their invitation. You are notified when it is done. The banner, the Setup tag and the setup card disappear.
It can't be undone, so use the review before you confirm.
Common problems
I don't see the go-live review
Only Owners and Administrators have it. Ask one of them, or ask an Owner to change your role. If you are in the tenant view, select Switch to Personnel View first.
There is no Go live button, only contact buttons
The membership isn't paid yet. Use Message us on WhatsApp or Email us to ask for your quote. The button replaces them as soon as the payment is confirmed.
I paid but it still asks for a membership
We confirm membership payments by hand, so there can be a short delay. You are notified when it is confirmed. If you have paid and waited, message us on WhatsApp from the same page.
How much does the membership cost?
It depends on your portfolio, so we quote it for each organization. See Pricing for what it covers, then ask for your quote from the review page.