How do I add a building with its floors and units?

Everything in property rental rests on the unit: the contract is written against a unit, the expense is charged to a building, and the owner’s account is built from both. The order is fixed: building → floor → unit.

First: the building

1. Open Property Rental → Buildings — Figure 1 — and add a new building.
2. Enter the building name and address, and link it to the owner registered in the system.

Second: the floors

1. Open Floors — Figure 2 — and add a floor under the building.
2. Floors are optional in small buildings, but they save a great deal of time in towers.

Third: the units

1. Open Units — Figure 3 — and add the unit under its building and floor.
2. Enter the unit number, the type (apartment, shop, office, store), the area and the number of rooms.
3. Enter the expected rent; it is the figure suggested to you when you create a contract on the unit.
4. Set the unit status: vacant, rented or under maintenance, then save.

Notes

• Standardise unit numbering from the start (G1, 101, 102…); changing it after dozens of contracts is painful.
• The unit status changes automatically with the contract, so only override it for a real reason such as maintenance.
• Linking the building to an owner is what makes owner settlements and building expenses work correctly.
• Do not delete a unit that has past contracts; its financial history is part of your books.