Create, edit or delete a property or unit

Create a property

To add a unit, follow these simple steps. Go to the “Properties” section, click “Units”, then click the “New unit” button.

For each property, you can enter the following information:

• The address,
• The description,
• The equipment,
• The financial information,
• The administrative information,
• The contracts, certificates and diagnostics,
• The public profile details,
• Add photos,
• Add documents.

Use the tabs at the top of the form to move between the different sets of information about your unit — the equipment, the various certificates and contracts, the public profile details, the photos, and so on.

Some of what you enter goes straight into the public property profile that you can share with prospective tenants, and into your tenancy agreements and other pre-filled documents.

Edit a property

To change an existing property, go to the “Properties” section, then “Units”, click the “Edit” action to the right of the unit concerned, make your changes, then click “Save”.

Delete a property

To delete a property, go to the “Properties” section, then “Units”, and click the “Delete” action to the right of the property concerned.

If the property is attached to a tenancy agreement, an inventory (“Inventories”) or a furnishings list (“Furnishings”), you have to delete those first and then empty the trash. Otherwise the software will not let you delete the property.

Please note that deleting a property loses its whole history. It is usually better to archive properties than to delete them.