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Add a property by hand

Create one property and its units, with its late fee and lease details.

1 min read

Use this when you have one or two properties to add. If you have a spreadsheet or rent roll with many, import it instead. Only the company owner can add properties.

  1. Go to Portfolio → Properties and click Add property.
  2. Under Property, enter the Property name, Street, City, State, ZIP and County (printed on leases). Check the Time zone. It decides when rent posts and late fees apply.
  3. Under Units, pick How units are named (letters A, B, C or numbers 1, 2, 3), the Number of units (1 to 500), and an optional Label before each unit, like "Apt".
  4. Under People on the lease, check the Owner entity (lessor) and fill in the manager, emergency maintenance phone and office contact line.
  5. Under Rent rules, set the Late fee type, the late fee amount, and Last day to pay without a late fee. For example, 5 means the fee applies from the 6th.
  6. Pick the month to Start tracking rent from. Earlier months show as not tracked.
  7. Click Create property.

You'll see the new property with its units. Next, bring in the tenants: import them from a spreadsheet or move them in one at a time.

Heads up: Pick Start tracking rent from with care. It can't be changed later in Settings. Most people pick the current month and enter what each tenant owes today.

Questions

Can I rename units or add more later?

Yes. See Properties and units.

Where do I change the late fee later?

In Settings, under Rent rules, click the property. See Late fees.

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