Adding Properties

Properties are organized as a hierarchy. What you can add depends on what you right-click.

How the hierarchy works

Every item in the tree has a type, and each type can only contain certain child types. You can't put a tenant directly under a building - there has to be a unit in between. The right-click menu only shows the options that are valid for that node.

Example Portfolio Structure

Sunrise Property Group •••

Oakwood Apartments •••

Unit 101 •••

Martinez, Elena •••

Unit 102 •••

14 Maple Lane •••

Thompson, Greg •••

Single Family Home vs. Building

This is the most common point of confusion:

Building - requires units inside it before you can add a tenant. Use this for apartments, duplexes, or anything with multiple rentable spaces.
Single Family Home - the home itself is the rentable space. Add the tenant directly to it, no unit needed.

Company

Every portfolio starts with a Company at the top - it's the root of your tree. What is optional is an Apartment Complex node between the Company and individual buildings. Use it if you have multiple buildings on the same property that you want grouped together.

Deactivate vs. Delete

This is important. When a tenant moves out or a property is no longer being rented:

Deactivate - hides the node from the tree but keeps all its history (payments, charges, documents). Deactivation is permanent - once a unit or building is deactivated it stays that way. Use it when a tenant moves out or you stop managing a property. You can toggle Show inactive in the tree to see deactivated nodes.
Delete - permanent. Removes the node and everything under it. The app will not let you delete a node that has financial history - you must deactivate instead.

Rule of thumb: Deactivate tenants when they move out. Deactivate units and buildings when you stop managing them. Only delete things you added by mistake before any payments were recorded.

Tree with Show Inactive enabled

Unit 101 •••

Martinez, Elena •••

Chen, David •••

☑ Show inactive

The summary at the top of a property page

When you select a building, the cells at the top show aggregate numbers for the whole building - total units, occupancy count, total rent roll, and total outstanding balance. For a single family home they show the current tenant's rent, balance, and lease end date. These update automatically as you add tenants and record payments.

Status dots in the tree

These are separate from the summary. Each unit or tenant node in the tree has a small colored dot to the right of its name:

On a unit node - a hollow grey dot means the unit is vacant (no active tenant).
On a tenant node - the dot shows the rent payment status. See Managing Tenants for the full color key.