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Your estate: places, units and shapes4 min read

Adding units: names, floors, groups and the full legal address

A unit is a door you can let. Adding one takes a name and a floor; making it lease-ready takes a legal address. This page covers both, and the paste shortcut for forty at once.

By the end of this pageYou will be able to add units singly or in bulk, know which fields feed which part of the platform, and have the legal description ready for leases.
On this pageForty units at onceUnits that are not units
Adding unitsWalkthrough
Places › Harbour Ridge › Units › AddAdd a unitNAME2EFLOOR2GROUP (OPTIONAL)East wingTYPEStudio · 28 m²MONTHLY RUNNING COST₱ 1,850Saveor Save and add anotherLegal description — for leasesThe full addressUNITUnit 2E, 2nd Floor, East WingBUILDING & STREETHarbour Ridge Residences, 14 Don Juico AvenueBARANGAY · CITY · PROVINCE · ZIPMalabanias, Angeles City, Pampanga 2009Paste a list insteadForty units in one goName Floor Type Cost1A 1 1BR · 42 m² 24001B 1 Studio · 28 m² 18502A 2 1BR · 42 m² 2400Check before importing
  1. Open Places › (the place) › Units › Add.
  2. Name it the way it is painted on the door: "2E", "Lot 14", "Penthouse". Names are unique within a place. In a stacked place, set the floor; in a flat one, the street, block or phase.
  3. Group, type, running cost — all optional. Group is free text that becomes a filter (a wing, a phase). Type is a label like "Studio · 28 m²" that appears on listings and leases. Running cost is what the unit costs you per month whether or not it is let — its share of the association dues, the fixed part of the utility bill — and is charged against it in the P&L.
  4. Save, or Save and add another to stay on the form.
  5. Legal description, when you prepare the first lease. The unit designation, building, street, barangay, city, province and ZIP, as they should appear in a contract. It is stored once per unit and every lease for that unit uses it, which is the point: the address is typed by someone who checked it, not retyped by someone in a hurry.

Forty units at once

Paste them. Copy the rows from any spreadsheet into Units › Paste a list; the platform recognises the columns, shows what it will create, and imports on your say-so. Moving from a spreadsheet has the details, including what it fixes and how to undo.

Units that are not units

A storeroom, a roof deck, the guard house. Add them if they have costs or stock you want tracked, and mark them not lettable: they stay out of occupancy and the tenant pages but appear in expenses and inventory.

Renaming is safe — every invoice and lease already issued keeps the name it was issued with, and the audit log keeps the change. Deleting is refused while a unit has any history; retire it instead and it drops out of lists but keeps its past.

Related

Describes the platform as it is today. Something out of date? Tell us. · help 0.12.3