Property manager guide
Units
The property's unit list, and adding a unit.
The list of units at your property, who lives in each one, and whether it is occupied. Units come first: a resident is onboarded into a unit, so a unit that does not exist here cannot be given a resident.
At a glance
| Where | /operator/units, under PROPERTY in the workspace settings rail |
| Who | Owner, organization admin and property manager |
| What you can do | Read and search the unit list, and add a unit with Add unit |
| What you cannot do yet | Edit or remove a unit, or change its occupancy by hand |
What you see
A count line, a search box (Search units, residents, or properties) and a table with the columns Unit, Property, Status, Beds, Baths, Sq ft and Resident.
Status is worked out for you, not typed in. A unit reads Occupied when it has an active lease with no end date, or one that ends in the future, or when the unit's own record already says it is occupied. Otherwise it reads Vacant. To change what it says, add or end a lease on the resident's record rather than looking for a control here.
Add a unit
- Press Add unit, top right. The dialog explains itself: Creates a unit at your property. Units can't be edited or removed afterwards yet — check the number before saving.
- Fill in Unit number. It is the only required field.
- The Property is stated, not chosen — a workspace covers one property.
- Beds (optional), Baths (optional) and Sq ft (optional) are for your own reference.
- Press Add unit. The dialog cannot be closed by pressing Escape or clicking outside it, so finish or press Cancel.
Rules and limits
| Rule | Detail |
|---|---|
| Unit number | Required. Empty gives Unit number is required. |
| Duplicates | Blocked before saving: Unit {n} already exists at this property. This check matters, because a wrong unit cannot be deleted afterwards |
| Editing and deleting | Neither exists. Check the number before you save |
| No property yet | This organization has no property yet, so there is nowhere to add a unit. |
If something looks wrong
| What you see | What it means | What to do |
|---|---|---|
| No units yet — Add your property's units first — residents are onboarded into a unit. | The property has no units | Press Add unit |
| No units match followed by your search term | Your search excludes everything | Clear the search box |
| Couldn't load units — Check your connection and try again. | The lists failed to load | Press Retry — it reloads the units, leases, residents and properties |
| A unit reads Vacant with a resident you expect to be living there | There is no current lease linking them to the unit | Add a lease from the resident's record |