Full Guide PDF

Units & Owners

A unit is any individual property in your building - an apartment, office, garage, storage room and so on. Units are the foundation of the system: fees, deposits, owners, residents and most statistics are all tied to them.

Open Units (the Properties menu) to see every unit grouped by type, with each unit's fees, deposits and payment status at a glance. Use Filter by type to narrow the list.

Units list grouped by type The Units page showing units grouped by type with the Add button and type filter.

Resident view: residents can browse all units and see each one's fees, deposits and paid status, but there's no Add button - adding and editing units, owners and fees is for managers. Residents manage and pay only for the unit(s) linked to them.

Adding a unit

Click Add. You can add a single unit, or switch to Multiple to create several at once. Then fill in the form:

FieldNotes
TypeApartment, Office, Atelier, House, Commercial, Garage, Warehouse, Service room, or Other.
ConfigurationThe layout / subtype (e.g. studio, one-bedroom, two-bedroom, maisonette or penthouse for apartments).
Name and NumberA label and number for the unit, e.g. "Apartment 11".
SectionWhich entrance / section the unit belongs to, in multi-entrance buildings.
FloorThe floor the unit is on.
Built-up / Usable / Common areaAreas in square metres, used for fee calculations.
Ideal shareThe unit's share of the common parts (used when fees are split by ideal share).
PurposeWhat the unit is used for.
OrientationThe direction the unit faces (North, South, etc.).
NotesAny extra details.

Tip: Set the ideal share accurately - the fee wizard can split costs proportionally by it. See Finance.

Owners, tenants and residents

Each unit can have one or more people linked to it, each with a role:

RoleMeaning
OwnerOwns the unit.
TenantRents and lives in the unit.
LandlordOwns but rents it out.
Resident / GuestLives in or occupies the unit without ownership.

A person linked to a unit can see that unit and pay its fees. Add people directly on the unit, or link them from Contacts.

Each link can also record a relation to the owner (for example spouse, child or tenant) and the dates the role started and ended. Use History on a unit's people to review every owner and resident the unit has had over time, with their roles, relations and dates.

Unit detail with owners and residents A unit's detail view showing its owners/residents, fees and deposit.

Fees and deposits

From a unit you can:

  • Add a fee or generate fees in bulk with the fee wizard (see Finance).
  • Pay outstanding fees with the Pay button - this is how a resident settles the fees on their own unit.
  • Track the deposit on the unit - a prepaid balance held on the unit that covers its future fees. You build one up by overpaying a fee, then apply it when recording a payment; see Finance.
  • See overdue fees flagged clearly (e.g. Due 60.00 €).

Pets

Keep a record of pets per unit. Click Add pet and choose a type (Dog, Cat, Bird, Fish, Reptile, Rodent or Other), a name, an optional passport number, and an optional description (with rich-text formatting). When a pet moves out, deactivate it with an end date instead of deleting it - it stays in the House Register with its dates. Pet totals appear in Statistics, and passport numbers are listed per unit in the House Register.

Documents

Each unit has its own Documents area for files specific to that property (contracts, agreements, and so on). Building-wide files live separately under Building → Documents.

Attaching units

Link related properties together - for example a garage or storage room that belongs to an apartment - with Attach unit. This is used when you create a payment document: the app then automatically pulls in and fills the fees for the attached units, so they are paid together.

Next steps

  • Build your people directory in Contacts.
  • Set up fees and take payments in Finance.