Properties

Property certificates, insurance, and other supplier contracts

For each property and tenancy agreement, you have the option to enter various certificates and contracts such as insurance policies, electricity suppliers, internet providers, energy performance diagnostics, and other certificates. For each contract and certificate, you can enter the following details: Updating existing certificates and contracts To update these existing contracts and certificates, simply modify the information already entered in the same place. Reminders for expired eertificates and contracts When a certificate’s expiry date is passed, it is considered expired. A reminder then appears in the landlord’s account to prompt them to update the information. Additionally, an email notification is Read more →

Service charge split rules

Service charge split rules set-up You can add multiple properties associated with a building and specify the split rule for the distribution of service charges. You have the option to indicate a percentage or to use a fraction, for example, 100/1000. There are two types of service charge split rules: When adding a property, in the “Properties” tab, you can choose the general split rule for the general service charges. In the “Service charge split rules” tab, you have the opportunity to add several split rules depending on the type of specific charges (elevator, cleaning, water, etc.). Add a recoverable Read more →

Create, modify, or delete a building

Create a building To add a building, follow these simple steps: Go to the “Properties” section, then click on “Buildings” and finally on the “New Building” button. For each property, you can enter the following information: The address, The description, The related units (it is necessary to create the units beforehand), The facilities, The apportionment keys, The financial information, Add photos, Add documents. You can navigate between the different tabs at the top of the form to add units and enter additional information about your building, including facilities, photos, etc. Units In each building, you have the option to add Read more →

Buildings

In this section, you can manage your buildings, groups of individual properties, or units. It’s designed for building owners (entire buildings, multi-family houses) and enables you to set up a division rule for each property or unit. This feature simplifies the allocation of common charges and maintenance fees. You can perform the following actions: Create a building. Modify a building. Delete a building. To export your records, use the “Export” option available at the bottom of the table.

Create, modify, or delete a property, a unit

Create a Property To add a property, follow these simple steps: Go to the “Properties” section, then click on “Units” and finally on the “New Unit” button. For each property, you can enter the following information: The address, The description, The facilities, The financial information, The administrative information, The contracts, certificates, and diagnostics, The information for the public record, Add photos, Add documents. You can navigate between the different tabs at the top of the form to enter additional information about your unit, including facilities, certificates and various contracts, public record information, photos, etc. Some of the information you enter Read more →