Managing Properties

Getting Started

1. Add a new property — Go to Properties → Add Property. Enter a property name, the address (line 1, city and postcode are required), the property type (Residential, Commercial or Mixed) and the portfolio, plus optional details such as area, heating, tenure and bin day. Step 2 lets you add rooms or flats (sub-units).
2. Assign to a portfolio — Select or create a portfolio to organize properties by investment group, location, or other criteria.
3. Add tenancies — Once created, add tenants to the property by creating tenancies. Each property can have multiple tenancies over time.
4. Find your way around the property page — Its tabs are grouped: Overview, Lettings, Compliance & repairs, Money, Utilities & access, and Documents & notes. Pick a group, then a tab.
5. Keep compliance up to date — The Compliance tab (under Compliance & repairs) holds the property's checklist, certificates, EPC and licensing. Add or renew gas safety, EICR and EPC certificates there.
6. Track maintenance and history — The Maintenance tab lists the property's jobs, and the History tab (under Documents & notes) logs completed work, inspections, certificates and your own records with follow-up reminders.
7. Record appliances, utilities and access — Under Utilities & access, keep utility accounts and tariffs, meter readings, an Items register of appliances (warranty and replacement dates), important locations such as the stopcock, lock codes and WiFi details.
8. Manage sub-units — If your property is divided into multiple units (e.g., HMO rooms), use the Sub-Units tab on the property record to add and manage each unit individually.