Your estate: places, units and shapes4 min read

Places: the building block of every estate

Before units, before tenants, before the first invoice, there is the place: the building, the subdivision, or the tower somebody else runs in which you happen to own two doors. Get this right and everything above it falls into line.

By the end of this pageYou will understand the three-level model — workspace, place, unit — know which settings live where, and be able to add a place of any shape.

On this page

Three levels What lives at each level Adding a place One place or several?

Workspace › places › units — click eachInteractive

Three levels

Workspace is the business: the name on the invoice, the staff, the clients, the money, the settings. Place is a location with a shape — a building with floors, a subdivision with streets, or a building run by someone else. Unit is a door: an apartment, a lot, a condo, a room. Units belong to exactly one place; places belong to exactly one workspace.

What lives at each level

At the workspace	At the place	At the unit
Logo, payment details, invoice numbering, staff, clients, expense categories	Address and GPS point, shape, rota, gate, per-place payment details if different, occupancy card on My day	Name, floor or street, legal description, running costs, current and past tenancies, files

Adding a place

Places › Add place. Name it the way people already refer to it. Choose the shape — stacked or flat, or "managed by someone else" for units in a building you do not run. Give it an address; the GPS point is set from the address and can be dragged. That is all the platform needs; units come next.

One place or several?

Two buildings on one street with one guard and one cleaning team are still two places, because "how full is Building B" is a question you will ask. A building and its annex with shared corridors may be one place with two groups of units. The test: does it have its own occupancy number and its own front door? If yes, it is a place.

A place can change shape only while it has no units. After that, ask support; changing it by hand would orphan floor and street labels. Pick carefully, and use the chooser if unsure.