Properties
Open Properties in the OS. This desk is the inventory for the company.
What you keep here
- Buildings and units in one company list
- Type, status, city, and address
- Owner name, email, and phone on the record
Save an owner email, then Invite owner. That emails a login to
/owners. The owner sees occupancy, rent charges, and work orders on
that property. Inventory edits stay with company members.
A listing, lead, lease, work order, construction job, or syndication offer should point at a property you already keep here. Do not start from a portal advert or a spreadsheet and leave the OS empty.
How other desks use inventory
| Desk | Relationship |
|---|---|
| Listings | Sale and rent listings on a company property |
| Sales | Leads and deals on a sale listing |
| Leasing | Applications and leases on a unit |
| Maintenance | Work orders on a property or unit |
| Projects | Optional property link on a construction job |
| Investment | Offers linked to a company property |
| Listing site | Home listings and property/project showcase from this inventory |
See Property as system of record for the engineering view.
RE360 Tools includes this desk. À la carte Property Management is inventory plus maintenance when Tools is not on the company.