Adding, editing and deleting apartments

Who is this guide for?

For the building manager who wants to add an apartment to a floor, modify its data, or delete it.

Before you begin

• The floor must exist (see explanation of adding a floor).
• Every apartment needs an owner when added from this window; You can choose it from the list or create it directly.

Steps

1. Open Building Operations ← Floors, then tap Add Apartment at the top or the Add Apartment icon in the floor card.
2. In the Create Apartment window fill in:
   • Apartment code (required), example: 101.
   • Direction (optional), such as: northeast.
   • Floor (required).
   • User: Select the owner from the list. If it does not exist, click Add New Owner and type First Name, Last Name, Phone, Country Code, and optionally ID.
   • Occupancy: occupied or vacant.
3. Click Save Apartment.

Result

The apartment appears under its floor with the owner's name and occupancy status, and the Details button to open its page.

Important notes

• To edit, click the pen icon on the apartment card (the Edit Apartment window), and to delete, click the delete icon, then Archive Apartment.
• An apartment linked to invoices or dues cannot be deleted.
• The apartment code is not repeated inside the building.
• If a message appears that you have reached the limit allowed in your plan, you must upgrade the subscription to add other apartments.
• Without an ID number, the owner will not be able to log in, and can be added later.

Who is this guide for?

For the building manager who wants to add, modify, or delete an apartment from the mobile phone.

Steps

1. From the bottom navigation, select Units.
2. Press the floating button Add Apartment, or the three dots next to the floor and then Add Apartment.
3. In the Add New Apartment window fill in:
   • Floor *.
   • Apartment number *, example: 203.
   • Direction (optional).
   • Owner: Select Existing Owner and search by name, phone, or ID, or New Owner and type first name, last name, phone, and optionally ID number.
   • Status: Vacant, owned or rented.
4. Click Add Apartment.

Result

The apartment appears on its floor, and clicking on it opens the Apartment Details.

Important notes

• Owner required; The message “Please select an owner or create a new owner” appears if you do not select it.
• To edit or delete, open the apartment and click the three dots at the top of the screen, then Modify apartment data or Delete apartment.
• An apartment associated with active invoices or dues cannot be deleted.
• If you reach the limit allowed in your package, you will need to upgrade to add other apartments.