Skip to main content

Units Management

Track and manage individual units, homes, or lots in your community. Units help organize residents by their physical location and enable detailed property-level tracking.

Viewing Units​

Go to Units in your board portal to see all units in your community. Each unit shows:

  • Unit name/number
  • Unit type
  • Size (bedrooms, bathrooms, square footage)
  • Address
  • Status (active or inactive)

Creating a Unit​

  1. Go to Units
  2. Click Add Unit
  3. Fill in the unit details:
    • Name: Unit identifier (e.g., "Unit 101", "Lot 5A", "123 Main St")
    • Unit Type: Category (apartment, house, condo, townhouse, lot, etc.)
    • Bedrooms: Number of bedrooms
    • Bathrooms: Number of bathrooms
    • Square Feet: Total living space
    • Address Line: Street address or location details
  4. Click Save

Editing a Unit​

  1. Find the unit in the list
  2. Click Edit
  3. Update the details
  4. Click Save

Deactivating a Unit​

If a unit is no longer part of your community (demolished, combined, etc.):

  1. Find the unit in the list
  2. Click Deactivate or Delete
  3. The unit is marked inactive and hidden from active views
note

Deactivating a unit preserves historical data. The unit isn't permanently deleted, allowing you to maintain records and reactivate if needed.

Linking Units to Residents​

Units can be associated with memberships to track which residents live in each unit. This helps with:

  • Organizing the resident directory by unit
  • Generating unit-specific financial reports
  • Tracking occupancy across your community

Best Practices​

  • Use consistent naming: Establish a naming convention (e.g., "Unit 101" vs "Apt 101")
  • Keep details current: Update unit information when properties change
  • Track all units: Include vacant units to maintain complete records
  • Document special units: Note any units with unique characteristics in the address field