Running Pickspace as a service, Client Portal

Pickspace Agency Implementation, White-Label Property Management Retainers

Learn how to deploy Pickspace as a white-label platform for property manager clients, configure rent collection workflows with Stripe or Worldpay, and build recurring revenue through accounting automation and vendor management. This course covers client onboarding, portal customization, QuickBooks/Xero integration setup, and productized service pricing for residential and commercial portfolios.

Open the decision record for Pickspace

What it commits you to

Published figures for this service. Blank fields are not published.

Monthly tool cost
Not published
Time to first value
Not published
Payback
Not modeled
Guided implementation
8 hours

Assessment

Pickspace offers a robust feature set and white-label option, making it a viable foundation for a property management service agency. However, without published pricing and cost data, the agency must obtain those details to model investment and ROI.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • Property and unit data (custom_data)
  • Payment processor connection (Stripe, Worldpay)
  • Accounting software integration (QuickBooks, Xero)
  • Tenant and owner contact data (contact_list)
  • Lease and contract documents (custom_data)

People and inputs

  • Technical staff familiar with APIs and integrations
  • A dedicated onboarding team for client setup
  • White-label branding assets for client-facing portals

Estimated investment: Not modeled without explicit vendor pricing data.

Included with the course

7 working documents for delivering this service.

  • Pickspace Client Onboarding Checklistchecklist
  • White-Label Portal Customization Worksheetworksheet
  • Rent Collection SOP with Stripe and Worldpaysop
  • Property Manager Retainer Pricing Templatetemplate
  • QuickBooks and Xero Sync Setup Guideguide
  • Maintenance Dispatch and Vendor Payout Workflowsop
  • CAM Reconciliation and Owner Statement Automationtemplate

Listed by name. These documents are not yet published as individual downloads.