FREQUENTLY ASKED QUESTIONS

FRECUENTLY ASKED QUESTIONS

Our app uses smart automation to minimize manual data entry, making time tracking and task management effortless for those seeking Real Estate Professional Status and anyone looking to leverage real estate to offset taxable income

A: Yes. Your data is stored securely using industry-standard encryption. Only you (or authorized team members) can access it.

A: Only you and users who have been granted account level access to your account (i.e. Your spouse/significant other or Accountant)

A: No, they will only see their logs, but you will see their logs.

A: Only if you grant them account access level. You control who sees what through the Teams feature. You can assign permissions at the property or account level.

A: The Activity feature lets you manually log important activities related to your properties. You can log calls, drives, or use the built-in timer to track the exact time spent on tasks like property walkthroughs, reviewing tenant applications, drafting leases, and more.

A: When logging an activity, you can choose between three options: Timer, Call, or Drive. Each option helps you track different types of work depending on what you’re doing.

A: Selecting an IRS category helps you organize your activities for material participation reporting. The app automatically remembers your last selected category to make logging faster and easier.

A: Yes. The IRS category will automatically default to the last category you selected, saving you time if you’re often logging the same type of activities. You can change it any time before saving or when editing the activity.

A: The Timer lets you track activities in real time. Simply start the timer when you begin tasks like interviewing tenants, walkthroughs, or renewing leases, and stop it when you’re done. The duration will be recorded automatically, and you’ll have the option to add details or attach photos.

A: No problem! If you prefer not to use the Timer, you can manually enter the duration of your activity instead. This is great for quickly logging work after it’s completed.

A: Yes! After logging an activity, you can enter additional details or upload photos to create a complete record of your work.

A: The Call option allows you to manually log phone calls related to your property management activities. It’s a great way to document your communications for material participation tracking.

You’ll need to:

      • Set or confirm the IRS category.
      • Select the date the call took place (future dates are not allowed).
      • Enter the contact name and phone number or load it from your Contact’s list.
      • Specify if the call was incoming or outgoing. (outgoing is set by default)
      • Enter the duration of the call.
      • Add any details as needed.

A: Yes!, You can import it from your call history by clicking the phone icon. This will automatically populate the Contact Name (if saved), the phone number and duration of the call.

A: You’ll need to:

      • Set or confirm the IRS category.
      • Select the date the call took place (future dates are not allowed).
      • Enter the contact name and phone number or load it from your Contact’s list.
      • Specify if the call was incoming or outgoing. (outgoing is set by default)
      • Enter the duration of the call.
      • Add any details as needed.

A: Yes!, You can import it from your call history by clicking the phone icon. This will automatically populate the Contact Name (if saved), the phone number and duration of the call.

Note: This feature is currently available only on Android devices. Due to Apple’s privacy restrictions, iOS users cannot import call logs.

A: No. You can only log calls that have already happened. Future dates are not allowed to ensure accurate activity tracking

A: The Drive option lets you manually log driving trips related to your property management activities. It helps track mileage and time spent for material participation purposes.

A: You’ll need to:

      • Set or confirm the IRS category.
      • Select the date the drive took place (future dates are not allowed).
      • Enter the From Address and To Address.
      • Enter the duration of the drive.
      • Enter the distance traveled.
      • Add any details if needed.

A: No. You can only log drives that have already occurred. Future dates are not allowed to maintain accurate and honest recordkeeping.

A: You can enter approximate addresses if needed. However, please remember that the app is a tool to assist with tracking your activities — you are responsible for the accuracy of your records in the event of an IRS audit. For best results, it’s recommended to enter the actual starting and ending locations whenever possible.

A: To track a call, first select the property you’d like to associate it with. Then, enter the phone number manually or load it from your Contact’s list, and start the call directly from the app. Once the call ends, Csium automatically logs the duration, date, phone number, contact name, and any additional details you’ve entered.

Note: This feature is currently available only on Android devices, as Apple restricts access to phone call logs due to strict privacy and security policies.

A: This feature is not enabled for the Free or Advance tiers. Please upgrade to Premier to take advantage of this feature.

A: Apple has not announced any plans to provide public APIs for accessing native phone call information (like call logs, duration, or numbers dialed). If/when they do, we will enable it for iOS.

A: Setting an IRS category ensures your call activities are properly classified for material participation tracking. The app automatically remembers your last selected category to make logging faster and easier.`

A: No, Csium does not record audio or content of your calls. It only logs metadata such as phone number, contact name, call duration,  and timestamp.

A: Absolutely. You can select the property you’d like to associate with the call before dialing. If you accidentally select the wrong property, you can easily edit the call log afterward and assign it to the correct one.

A: Yes, you can use the Details field to enter any notes you would like.

A: No problem. You can still log your call afterward by importing it from your call history. Just go to the Activity screen, select the Call option, and tap the phone icon to import recent calls.

Note: This feature is currently available only on Android devices. Due to Apple’s privacy restrictions, iOS users will need to enter call details manually.

A: Every second counts when we are seeking REPS status. We use a rounding system for call durations. Calls lasting less than 30 seconds are not logged. Calls that are 30+ seconds or longer are rounded up to the one minute to ensure consistency in reporting.

A: You can view call activity for a specific property on the Details screen or in the Reports section. Both views allow you to filter and review call logs associated with that property.

A: Once enabled, Csium uses your phone’s GPS to detect when you start and stop driving. It calculates the distance traveled and logs it in your trip history—no manual input required.

A: This feature is not enabled for the Free tier. Please upgrade to take advantage of this feature.

A: Setting an IRS category ensures your driving activities are properly classified for material participation tracking. The app automatically remembers your last selected category to make logging faster and easier.

A: Csium uses low-power location tracking techniques and only activates when motion or driving is detected. You can pause tracking or manually log trips to conserve battery. (Mention that is not any different than any navigatio

A: You can view trip activity for a specific property on the Details screen or in the Reports section. Both views allow you to filter and review trips associated with that property.

A: No problem. You can manually log your trip(s) on the Activity screen under the Drive option. You can enter the date, From and To Addresses, Duration, Distance and Details.

A: We set up the minimum distance to be 0.1 miles and the minimum time to be 1 minute.

A: For your safety, we disabled the Details field while you are tracking a route. We want to ensure that you stay focused on driving without distractions. After you complete your trip, you will have the option to add Details.

A: The Expense feature allows you to log and organize property-related expenses for accurate recordkeeping and tax reporting. You can also attach receipts to each entry for better documentation.

A: You’ll need to:

      • Set or confirm the IRS category.
      • Select the date the expense occurred (future dates are not allowed).
      • Enter the expense amount.
      • Add details (e.g., vendor name, purpose of purchase, etc.).
      • (Optional) Use the Manage Media button to take or upload a photo of the receipt and attach it to the expense.

A: Assigning an IRS category ensures your expense is properly classified for tax purposes and material participation tracking. To save time, the app will automatically default to your last selected category.

A: The app is designed to help you track real expenses that have already occurred. Logging future transactions could lead to inaccurate reports and potential issues with IRS documentation, so only past or current dates are allowed.

A: Yes! Tap the Manage Media button to take a photo or upload an image of your receipt. This keeps all your documentation in one place and helps if you’re ever audited.

A: You can always go back and attach a receipt later. From the Details page, select the expense activity, swipe left to select the Edit option, tap Manage Media, and take or upload the photo. While attaching a receipt is optional, it’s highly recommended — especially for tax reporting or if you’re ever audited.

A: While the app doesn’t currently support automatic recurring expense entries yet, you can log them manually each month. This ensures you maintain full control and accuracy over your records. We recommend setting a reminder if you regularly enter the same expense.

A: The Details page provides a complete view of all activities logged for a specific property. It’s your go-to place for reviewing and managing activity history related to that property.

A: You’ll see all logged activities associated with the selected property — including calls, drives, expenses, and manual entries you’ve tracked using the timer.

A: Yes! You can filter activities by Year, Month, Week, or Day using the filter options at the top of the screen. This helps you quickly find what you’re looking for, whether it’s a single day’s work or an entire year’s worth of entries.

A: Absolutely. Swipe left on the activity you want to update, from there, you can edit its details, or delete it if needed.

A: Yes. If an activity was logged under the wrong property, you can easily reassign it by swiping right on the activity, then tapping Property to choose the correct one.

A: The Reports page helps you analyze how your time, mileage, and money are being spent across properties and activities. It’s a powerful tool for identifying trends, staying compliant with IRS requirements, and collaborating with your accountant to make informed decisions.

A: There are three main reports:

      • Hours – Shows total hours logged, grouped by IRS Category.
      • Miles – Displays miles driven, grouped by IRS Category.
      • Expenses – Summarizes recorded expenses, grouped by IRS Category.
        Each report includes a donut chart for quick visualization and a data grid for detailed insights.

A: Reports include data from both the account owner and any team members with access, making it easy to monitor individual and team activity.

A: Just like the Details page, you can filter data by Year, Month, Week, or Day using the options at the top of the screen. This makes it easy to zoom in or out on activity trends.

A: The Hours report displays a donut chart of total time logged, grouped by IRS Category. Below the chart, you’ll see a detailed grid with: User initials, Date, IRS Category, Type (Call, Drive, Timer), and Duration.

A: The Miles report shows mileage grouped by IRS Category in a donut chart. The grid below includes: User initials, Date, IRS Category, and Miles driven.

A: The Expenses report presents all recorded expenses grouped by IRS Category in a donut chart. The detailed grid includes: User initials, Date, IRS Category, and Amount spent.

A: Yes! You can export your reports in CSV format to share with your accountant or keep for your own records. This option is in your Portal.

A: The Dashboard gives you a quick, high-level overview of your portfolio and real estate professional (REPS) activity. It’s designed to show year-to-date progress and key metrics at a glance.

A: The Dashboard shows five main property-related counts:

      • Total number of properties
      • Total number of properties sold
      • Total number of long-term rentals (LTRs)
      • Total number of short-term rentals (STRs)
      • Total number of doors

These numbers help you track your portfolio growth and property mix.

A: Yes! You can filter the Dashboard by year (to view year-to-date data) and by property, allowing you to drill down into specific parts of your portfolio.

A: The REPS progress bar shows the account owner’s total hours logged toward the 750-hour requirement to qualify as a real estate professional. It also displays the percentage complete (e.g., “182 out of 750 hours = 24.30%”).

A: The Dashboard includes three donut charts for visual insights:

      • Total team hours, grouped by user
      • REPS hours, grouped by IRS Category
      • REPS hours, grouped by Activity Type (e.g., call, drive, timer)

These charts make it easy to see where time is being spent and who’s contributing the most.

A: The Dashboard includes data from the account owner and all team members. It’s designed to give you a complete picture of individual and team performance.

A: The percentage is based on the number of hours the account owner has logged so far, divided by 750. For example, logging 182 hours would show 24.30% complete.

A: The hours shown on the Dashboard are pulled directly from the activities you’ve logged using the app — including Calls, Drives, and manually entered activities. Every time you log an activity with a duration, those hours are automatically counted toward your REPS progress and included in your team totals.

A: The Properties section is where you enter and manage all the real estate assets you want to track activities, hours, and expenses against. Without adding properties, you won’t be able to log or organize any data in the app.

A: Yes. Since all tracking (hours, expenses, activities) is tied to a property, you must add at least one property to begin using the app effectively.

A: You can add: Single Family homes, Multifamily units (duplexes, triplexes, etc.), Commercial properties (offices, retail spaces, etc.).

A: Yes! You can set a profile picture for each property to help you visually identify it quickly when logging activities or reviewing data.

A: STR stands for Short-Term Rental. You can flag properties as STR to distinguish them from long-term rentals. This helps tailor tracking and reporting for different property types.

A: Absolutely. You can update property details, change the photo, or delete a property if it’s no longer relevant.

A: Yes. Each property will have its own dashboard or summary view showing logged hours, expenses, and activities.

A: Currently, properties are added one at a time to ensure accurate data entry.

A: The Invitation feature allows you to give other people secure access to your Csium account without sharing your login credentials. You can grant access based on their role and the level of control you want them to have.

A: There are two types of invitations:

      • Account Level – Grants access to your entire account
      • Contractor Level – Grants access only to specific properties you assign.

A: When you invite someone at the Account Level, you can choose:

      • Read-Only Access – The invitee can only view information but cannot make any changes (i.e. Accountant)
      • Full Access – The invitee can view and manage everything in your account (i.e. spouse or partner)

A: Contractor-level invitees only have access to the specific STR properties you assign them. They can log activities for those properties but can’t see or modify anything outside of that scope.

A: From your Configuration, select Team, click on + icon, choose the type of invitation (Account Level or Contractor), provide an email, select the level of access, assign properties if needed, and send the invite via email.

A: Yes! You can remove access entirely at any time from the Team’s page.

A: Yes. Invitees create their own profiles and sign in with their own credentials. This keeps your account secure and avoids the need to share your login info

A: If a contractor is no longer working with you, you can revoke their access at any time. Simply go to the Team’s page, select the contractor, and remove the properties assigned to them. This ensures they can no longer view or log activity for any of your properties.

A: No, you won’t. The hours they logged will stay; you are simply removing the access to your properties.

A: Yes, you can update property access for a contractor at any time. Just go to the Team’s page, select the contractor, and modify the list of assigned properties. The changes will take effect immediately, and the contractor will only see the updated list of properties the next time they log in.

A: If you get “This email is already in use. Please double check and try again.”, is because the user you are trying to send an invitation to, already exist in the system.

Scroll to Top