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User Guide – Add Unit/Homeowner

This quick training guide will go over how to add a new unit or homeowner for non-integrating clients.

 

Note: If you are an integrating client, any added units will be overridden during the overnight/daily sync with the site

Navigation

To add a new unit or homeowner, navigate to the Unit List page by selecting Settings > Manage > Units > List

 

Step 1

Select the green "New" button in the top right of the unit list page

 

 

 

Step 2

Add the homeowner and unit information into the popup that appears. 

 

Selecting the tabs at the bottom will show you mailing address, tenant information, second owner information, and any tags that will be attached to the unit/homeowner.

  • Any fields that are marked with a red star are mandatory, and must be filled out to create the unit:
    • Homeowner Last name
    • Unit address, city/state/zip
    • Mailing address, city/state/zip (if not the same as unit)

 

 

Step 3

Save the unit information by selecting the blue "Save" button in the top right of the window

The newly added unit will populate in the list, and can now be used throughout the site's modules.