Follow these steps to add a new building and its units:
Go to the Properties page.
Click the New button in the options menu.
On the first page of the popup window:
Confirm or enter the number of units. (Enter "1" for single-family homes.)
Complete any additional required fields.
Click Next to move to the second page, where you'll set various details, including:
Owner Company, the company that owns the property and which will include the property in their owner draws and management fees calculations.
Operating Account, the default bank account that transactions under this property are processed under. See the implications of setting an operating account different to the owner company's in our Setting a Building’s Operating Account Without Changing the Company Account article.
Lease, Management, and Maintenance profiles, which set default data like document templates and fee structures. (Add or update these profiles in Settings → Profiles.)
Click Next again to edit unit-specific details on the third page:
To quickly edit identical unit details (bedrooms, bathrooms, area, rent), select Select All.
Or, select units individually to edit unique details.
To assign Amenities to units:
Check the box next to the amenities you want.
After selecting amenities, click Apply Changes.
Add or update available amenities in Settings → Amenities.
Click Next to reach the fourth page (Property Amenities). Complete any remaining details or selections as needed.
When finished, click Save to create your building and units.
Editing Buildings and Units
You can edit building and unit details anytime:
Navigate to Properties and select your building or unit.
Click the relevant Property or Unit tabs to view detailed information panels.
Within these panels, click the pencil icon next to individual fields to enter edit mode.
Edit your fields as necessary, then click Save at the bottom right of each panel.
For additional options, use the three-dot menu at the top right of the page or within individual panels to:
Add/delete units or properties.
Access more advanced editing functions.
