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Your estate: places, units and shapes4 min read

Several buildings, one workspace: per-building views and totals

Two buildings is where a spreadsheet per building stops working and a tab per building starts lying. The platform keeps each place whole and adds one layer on top that sums them.

By the end of this pageYou will know how the roll-up and the per-place views relate, how lists filter, and how to scope staff to the places they work at.
On this pageTwo levels of My dayLists and reportsStaff scoped to placesSettings per place
Three places, one workspace — clickInteractive
Portfolio · August3 places · 78 units · 71 occupied · received ₱ 1,284,400 · net ₱ 812,150Harbour Ridgestacked · 48 unitsOCCUPANCY46 occupiedRECEIVED₱ 712,400NET₱ 451,220Open ›Sunset Villasflat · 24 housesOCCUPANCY22 occupiedRECEIVED₱ 486,000NET₱ 318,930Open ›Scattered condos3 towers · 6 unitsOCCUPANCY3 occupiedRECEIVED₱ 86,000NET₱ 42,000Open ›Money · People · Stock · Tickets — every list has a place filter; 'All places' is the default for owners, 'my place' for managersStaff are assigned to places; a manager at Sunset Villas never sees Harbour Ridge unless you say so

Two levels of My day

Owners and admins land on the portfolio: one card per place (or a folded card for scattered units), each with occupancy, received and net, and a summed line on top. Open a card and you are in that place's own My day, which is exactly the page a single-building workspace has. Managers assigned to one place land there directly and can go up only if their role allows.

Lists and reports

Every list — invoices, expenses, clients, stock, tickets, staff — carries a place filter, defaulting to all places for owners and to their place for managers. Reports total per place and across. The P&L shows places as sections with a portfolio total; general expenses split within their place, and a cost that truly spans places (your own salary, the accountant) is scoped to the workspace and split across places by units.

Staff scoped to places

A person is assigned to one or more places. A cleaner at Sunset Villas sees Sunset Villas on her Today page and nothing about Harbour Ridge. A manager of both sees both. The owner sees all. Assign in People › Staff; the scope is enforced in every query, not just hidden in the menu.

Settings per place

Payment details, logo, invoice footer, utility tariffs, split rule, gate, rota — per place. Numbering, staff, roles, expense categories, sending — per workspace. When a setting could be either, the place page shows "using workspace default" with an override.

Separate businesses? If the buildings belong to different legal entities with different books, make them separate workspaces — one sign-in can switch between workspaces it belongs to. One workspace is for one set of books.

Related

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