Unit Management Guide
Learn how to effectively create, configure, and manage rental units within your properties. This comprehensive guide covers everything from basic unit setup to advanced features and reporting.
Unit Management Overview
Units are the individual rental spaces within your properties. Effective unit management is crucial for maximizing occupancy, tracking rental income, and maintaining organized property records.
What You Can Do with Units:
Pro Tip
Start by setting up unit types and standard amenities. This will save time when creating multiple similar units and ensure consistency across your property portfolio.
Creating New Units
Navigate to Property Details
Go to Properties → [Select Property] → Units Tab to access the unit management area for a specific property.
Properties → Sunrise Apartments → Units
Click "Add New Unit"
Click the "+ Add New Unit" button to open the unit creation form.
Complete Basic Information
| Field | Required | Description | Example |
|---|---|---|---|
| Unit Number | Required | Unique identifier for the unit | 101, A1, Studio-1 |
| Unit Type | Optional | Type of unit (Studio, 1BR, 2BR, etc.) | 2 Bedroom, Studio |
| Square Feet | Optional | Total living space area | 850, 1200 |
| Bedrooms | Optional | Number of bedrooms | 1, 2, 3 |
| Bathrooms | Optional | Number of bathrooms | 1, 1.5, 2 |
Configure Unit Details
Physical Details:
- Floor level or number
- Balcony or patio availability
- Parking space assignment
- Storage unit inclusion
- Pet policy specific to unit
Rental Information:
- Base rent amount
- Security deposit required
- Lease term options
- Available amenities
- Utility inclusions
Unit Types & Categories
Residential
- Studio apartments
- 1-4 bedroom units
- Townhouses
- Single family homes
Commercial
- Office spaces
- Retail stores
- Warehouse units
- Industrial spaces
Storage & Parking
- Parking spaces
- Storage units
- Garage units
- Boat slips
Setting Up Unit Categories
Organize your units using consistent categories to streamline management:
By Size
By Premium Level
Unit Details & Features
Essential Details:
- Unit Number: Unique identifier (required)
- Floor: Location within building
- Orientation: Direction unit faces
- View: What tenant can see from unit
Physical Specifications:
- Total Square Feet: Overall living space
- Bedroom Count: Number of bedrooms
- Bathroom Count: Full and half baths
- Layout Type: Open floor plan, traditional, etc.
Kitchen Features:
Bathroom Features:
General Features:
Track which utilities are included in rent vs. tenant responsibility:
Included in Rent:
Tenant Responsibility:
Unit Management Best Practices
Consistent Numbering
Use a logical, consistent unit numbering system. Consider floor levels, building sections, and future expansion.
Avoid: A1, Unit-1, Apt1
Detailed Documentation
Record comprehensive unit details including amenities, square footage, and special features for accurate marketing and reporting.
Regular Updates
Keep unit information current, especially availability status, rental rates, and amenity changes after renovations.
Security & Access
Maintain accurate records of keys, access codes, and security features for each unit to ensure proper access control.