Please Note: If you are an integrating client, you will need to edit all Homeowner/Unit information in your system of record from which the Homeowner/Unit information is updated during the nightly sync with Smartwebs.
Navigation
To add a new unit or homeowner, navigate to the Unit List page by selecting the Gear Icon > Manage > Units > List
Step 1
You can search the unit list for the homeowner by typing in any information about the unit they are attached to, or by scrolling the list in full
Step 2
Select the homeowner from the list.
A window should pop up with the unit's information, and some quick info about any projects/violations/etc. attached to the unit.
Step 3
Click on the pencil icon
Step 4
Select to either edit the existing unit/owner or create a new owner for that unit.
- Edit Existing: If the owner is still the same but their information or any tenant information needs to be changed, you typically want to select this option.
- Create New: If the owner of the unit has moved out, select Create New, and all owner based information and violations will automatically be closed.
Step 5
In the popup, edit any information that you want to change about the unit, then select "Save".
Confirmation
After saving, the system will give you a confirmation that it saved, and the list will refresh to reflect the changes that were made.