Yardi Voyager Leasing Tutorial: Everything You’ll Use Daily

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In this Yardi Voyager leasing dashboard walkthrough, you’ll learn the essentials you’ll use every day. We start with the top menu (Home, Proration Calculator, Logout) and the quick icons for Favorites, History, and Person Search so you can jump anywhere fast. Then we tour the left-side main menu—Roles (conventional vs. affordable screens), Reports (leasing-level analytics), Residents (everyday leasing actions), Administration (password), and Work Orders (find, add, and manage requests). You’ll see how the Date section and property code drive everything you do, how Unit Statistics give you real-time occupancy, and how Quick Links let you add a service request or guest card in a click.

Next, we cover the tools tabs you’ll use constantly: Calendar (appointments, move-ins/outs), Dashboard (snapshots), Available Units (filtering options), Guests (active guest cards), Renewals (expiring leases), Pending Work Requests, and Person Search. We demo the in-page search to jump straight to any function or report, then use the Proration Calculator correctly. You’ll learn how Favorites and History speed up repetitive tasks and how Person Search stays pinned so you don’t have to return home to find people.

We also break down the Reports dropdown for leasing-level users—what “resident” vs “residential” analytics actually mean—plus examples you’ll rely on: demographics, resident directory, traffic and conversion, work order details, and the Daily Recap box score. Before data entry, we review must-know policy: blue fields are required, avoid special characters in notes, enter same-day activity, and always log out. Then you’ll complete a full guest card flow: create the card, set preferences, add occupants (who must apply if 18+), schedule and record appointments/tours, and assign/select a unit to place it on hold and sync availability. You’ll confirm lease dates and terms, note concessions (PM approval required), charge application/holding (or handle manual cases), and view application status—plus when to pause for compliance at affordable/tax credit sites. Finally, we go hands-on with work orders: opening correctly (verify lease holder, access notes, permission to enter, pet notes), printing for maintenance, closing with completion notes, following up with the resident, and editing a request if the scope changes. By the end, you’ll know where everything lives, what to click, and how to keep data clean, compliant, and fast.