All Support Articles
Browse our entire knowledge base of guides, tutorials, and deep-dives.
Setting Up Your First Deal
Go from signup to a fully tracked deal in 15 minutes.
- articleHow do I add my first property and run a deal analysis?
Walk through creating a deal from scratch — entering the address, purchase price, ARV, and rehab budget to get your first IRR and cap rate calculation.
4 min read - articleWhat does each field in the Deal Analyzer mean?
Plain-English explanations of ARV, IRR, CoC return, cap rate, and equity multiple — and how PaperWorking calculates each one.
6 min read - articleI'm mid-deal already. Can I import my existing data?
Yes. Learn how to enter a deal that is already in progress — what to enter for costs already incurred and how to set the start date correctly.
5 min read - articleSetting up your account: profile, workspace, and notifications
Configure your investor profile, set your default deal currency, and choose which alert types you want sent by email vs. in-app.
3 min read - articleHow do I access PaperWorking on my phone during a walkthrough?
PaperWorking is fully mobile-responsive. Add it to your home screen as a PWA and access deal data, deadlines, and budgets from any device.
2 min read
Tracking Deadlines & Contingencies
Never miss an inspection window or earnest money date.
- articleHow do I set up contingency deadlines from my contract?
Enter your contract execution date and PaperWorking auto-calculates your inspection, financing, and appraisal windows. Learn how to override any date.
5 min read - articleHow do I get alerted before my earnest money goes hard?
Configure your earnest money date alert — how many days in advance to notify you, and which channels (email + in-app) to use.
3 min read - articleMy contingency period was extended. How do I update the timeline?
Amending a contingency date updates all dependent deadlines automatically. Learn how to log a contract amendment and see what changes.
4 min read - articleI missed a deadline — what happens in the system?
Overdue deadlines are flagged in your deal dashboard. Learn how to mark them resolved, log what happened, and avoid the same issue on the next deal.
3 min read
Managing Your Rehab Budget
Watch margin in real time — not at reconciliation.
- articleHow do I set up my rehab budget by trade?
Create line items by trade (demo, electrical, HVAC, flooring, etc.), enter your estimated costs, and start tracking actuals against each line.
5 min read - articleHow do I log a contractor invoice against my budget?
Match an invoice to a specific trade line item, attach the PDF, and watch your budget-vs-actual update in real time.
4 min read - articleMy contractor submitted a draw request. How do I approve it?
Draw requests appear in your deal dashboard for review. Approve, deny, or request a revision — with full audit trail attached to the deal.
4 min read - articleHow do I log a change order that increases my budget?
Change orders add to your approved budget. Learn how to document them, see the impact on your projected margin, and get LP sign-off if needed.
5 min read - articleI'm over budget on a trade line. What do I do?
PaperWorking flags variance automatically. Learn how to reallocate budget from another line, add contingency funds, and document the decision.
4 min read
Working With Your CPA
Hand your CPA one organized file, not a shoebox.
- articleHow do I generate a P&L export for my CPA?
One-click export from your deal dashboard. Learn which costs are included, how the categories map to Schedule E or Form 4797, and how to add the file to your CPA handoff.
5 min read - articleHow does PaperWorking track cost basis for tax purposes?
All costs entered — purchase price, rehab, carrying costs, closing costs — accumulate in your cost basis ledger. Learn what to include and what to exclude.
6 min read - articleCan I give my CPA read-only access to my deals?
Yes, on Pro and Portfolio plans. Invite your CPA as a read-only collaborator — they can view costs and download exports without being able to edit deal data.
3 min read - articleHow do I run a year-end report across all my deals?
The Portfolio Report aggregates all deals closed in a calendar year. Learn how to run it, what it includes, and how to filter by entity or deal type.
4 min read
Partners, Team Members & LP Access
Give the right people the right level of visibility.
- articleHow do I invite a business partner or team member?
Add team members with full edit access or read-only access. Understand the difference between a team seat and a collaborator invite.
4 min read - articleHow do I give a passive investor (LP) read-only access to a deal?
LPs get a link to view your deal dashboard — they see cost basis, progress, and documents but cannot edit anything. No seat required.
3 min read - articleWho can approve draw requests on a deal?
By default, the deal owner and any team member with editor access can approve draws. Learn how to restrict draw approvals to specific users.
3 min read
Billing & Subscription
Transparent billing with no surprises.
- articleHow do I upgrade from Starter to Pro or Portfolio?
Upgrade from Settings → Billing. The cost is prorated for the remainder of your billing period and your data is instantly available on the new plan.
3 min read - articleWhat happens to my deal data if I cancel?
Your data is never deleted at cancellation. You get 90 days of read-only access and can export everything as CSV at any time. After 90 days, you can reactivate.
3 min read - articleHow do I download my invoices for reimbursement or bookkeeping?
All invoices are available in Settings → Billing → Invoice History. Download as PDF or have them auto-forwarded to an accounting email.
2 min read - articleIs there a discount for paying annually?
Annual billing saves 20% vs monthly. You can switch to annual at any time — the price difference is prorated for your current period.
2 min read