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Your estate: places, units and shapes3 min read

Units you service but don't own: keeping them out of your money pages

Your cleaner does the neighbour's unit on Wednesdays. It needs a slot on the rota and a checklist, and it must never show up as a vacancy, an invoice or a row in your P&L. One flag.

By the end of this pageYou will know what the service-only flag includes and excludes, and how to bill the arrangement as a service rather than a tenancy.
On this pageThe flagIncludedExcludedBilling the arrangement
In for work, out of the moneyAnimated
Unit 3F · not oursWe clean it twice a week for the owner next door; we do not let it, bill it or count it.SERVICE ONLYRotaincludedChecklistincludedTicketsincludedStock usedincludedInvoicesexcludedPortalexcludedOccupancyexcludedP&LexcludedCost of cleaning it is recorded against the service fee you invoice the owner — as a client, not a tenant.

The flag

On the unit's page, Service only. It can be set on a unit in any place, or on a unit in a place you create for the purpose ("Neighbour's building"). A service-only unit has a name, a floor or street, and a checklist. It has no tenant, no rent, no running cost, no legal description.

Included

The rota — it takes a slot like any unit. The checklist — its own or the standard one. Tickets — a cleaner can raise one; you decide whether to act or pass it to the owner. Stock used — recorded against it so you know what the arrangement consumes.

Excluded

Occupancy and Tonight. Invoices and repeating schedules. The tenant portal. The P&L's unit rows. Expense splits — it never bears a share of general costs. Searches in the money pages skip it by default.

Billing the arrangement

The owner you service is a client without a unit — a service client. Raise a repeating invoice for the fee. Record your cost of serving them (cleaner's time share, supplies, travel) against that client. The client's page shows fee in, cost out, and the margin, which is the number that decides whether to keep doing it.

Dropping it is retiring the unit: it leaves the rota and keeps its history. If you later buy or lease the unit, clear the flag and it becomes a normal unit with its cleaning record intact.

Related

Your estate · 4 minPlacesRead the article →Housekeeping · 4 minThe weekly rotaRead the article →Your estate · 4 minSeveral buildingsRead the article →
←  Several buildingsRunning costs per unit  →

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