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Create a Property

Use this flow when adding a new location or tenant record.

Properties overview screen
Properties overview

Steps

  1. Open Properties.
  2. Select the create action.
  3. Enter property details.
  4. Optionally set Lease Start Date and Lease End Date.
  5. Save.

Best Practices

  • Add a clear property name your team can search quickly.
  • If lease dates are unknown, save the property first and update later.
  • Keep address and account labels consistent across your portfolio.

What Happens Next

  • The property appears in the properties table.
  • You can open the property detail view and upload a lease.

Continue to: Upload a Lease

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