How do I add an owner, a tenant or a broker?

Owners, tenants and brokers are all the same contacts in the system; what separates them is the role assigned to them.

Steps

1. From the sidebar open Property Rental → Property owners — Figure 1 — or Tenants — Figure 2 — or Brokers.
2. Each of these is the contacts list filtered by the matching role.
3. Press New contact — Figure 3 — and enter the name, the type (individual or company), the phone and the address.
4. Set the roles: property owner, tenant, broker — and one person can hold more than one role.
5. Enter the ID number, the tax number and the bank details for owners; that is how their money is remitted.
6. Save, and the contact appears immediately in the contract and agreement lists.

Notes

• Do not register the same person twice because they are both an owner and a tenant; give the one contact both roles.
• An owner’s bank details save you a phone call at every monthly transfer.
• The ID number is required on most attested lease contracts, so ask for it at registration rather than at attestation.
• A broker is a contact too, and the commission payout vouchers are linked to them.