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HousingOS Help

HousingOS runs housing rehabilitation programs end to end: applicants, income determination, property and environmental review, scopes and bidding, construction, payments, loans, reporting and letters.

The help is split into two guides. The rule for which one a topic belongs in:

Guide Who reads it What it covers
Agency Administrator Guide The agency's program manager or IT lead Things done once or rarely per agency: installation and updates, users, program and funding set-up, document templates, email and portal set-up, audit and backups.
Daily User Guide Caseworkers, rehab specialists, finance staff Things done per applicant, per project or per payment, in the order a project moves through the program.

A guide may point to the other in one line ("your agency administrator sets this in B-4") but never explains it twice.

Scope

These pages cover rehabilitation programs. First-time homebuyer and multifamily programs are not yet in the product.

Where to start

  • New to HousingOS? Read C-1 Getting around and C-2 Finding a project, then follow a project from C-3 onward.
  • Setting up a new agency? Start with B-1 Roles and responsibilities and work through Book B in order.
  • Looking for a message you saw on screen? C-24 Common messages lists them with what to do.