Create a Property from the Property report

Create a Property from the Property report

Properties can be created before a file is created. Alternatively, properties can create at the point of creating a file.

1. Click Admin on the Main Menu.


2. Click Properties.



3. Click All Properties



4. Property Report will open.



5. . Click on Add Properties



6. Type in the property address in the search address and select address. 



7. Property Screen will appear.

8. There are three options when creating a new property:
  1. Create a stand-alone property/house
  2. Create a property in a complex/building

Create a stand-alone property/house

  1. Optional: Add additional street address details (i.e., street number) and property type
  2. Optional: additional properties details: building Specs, Rooms, External Features, Other Features, Services & Inclusions and Points of Interest.



Create a property in a complex/building

Type in the Unit Number and select Complex/Building from the drop-down menu. If the complex/building does not exist, you can create a new complex/building. 
  1. Optional: Add additional street address details (i.e., street number) and property type
  2. Optional: additional properties details: building Specs, Rooms, External Features, Other Features, Services & Inclusions and Points of Interest.



Create a new Complex/Building

Click on the Add Complex/Building button. 



Complex/building screen will open. Type in the Scheme Name.



Under Address Section: Search the address in the Search Address field and select address from list. 




Optional: Link Contacts to the Complex/Building (e.g., Body Corporate and Caretaker). Click Add Contacts and select contact type (e.g., Managing Agent). Search and select the contact and click add to link contact to the complex/building. 



To Finish, click Save. Complex/Building will now appear under the complex/building dropdown. 



4. To Finish, click Save. Property will be created and appear on the property report.


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