This article outlines how to create a Property with two or more associated Units. To view instructions on how to add a single property, refer to Creating a Single Property.
Step 1:
Click Properties, then click the Properties tab.
Step 2:
Click New Property and enter information in the required fields.
- Address
- Line 1 (Required)
- Line 2 (optional)
- Line 3 (optional)
- City
- State
- Postal Code
- Property Groups (optional)
NOTE:
- You must search, then select the desired Property Group(s) from the resulting dropdown list.
- For more information on Property Groups, refer to Understanding and Using Property Groups.
Click CREATE.
Step 3:
Buildings, Floors, and Owners can be added from this screen. Refer to How to Add Owner for more information.
Step 4:
Click the Units tab, then click NEW UNIT.
Step 5a:
Fill in the following required fields:
- Property (Must search, then select an item from the resulting dropdown list>)
- City
- State
- Postal Code
Step 5b:
Fill out any remaining optional fields, as well as the Unit Maintenance Notes.
NOTE: Refer to Create or Edit Maintenance Notes for a Unit for more information.
Click Create.
