Assets

How to get there: In the Management app, open Assets from the menu (or go to /Asset/Index). The Assets list loads with all properties/assets.

What you see: Columns typically include name, address, type, status, and sometimes linked units or financial summary. Use the layout to scan and find an asset quickly.

Tip: Click a column header to sort; use filters to narrow by type or status.

Steps: (1) On the Assets list, use the search box to type name or address. (2) Use filters (e.g. Type, Status) to narrow the list. (3) Apply or clear filters as needed. Results update to match your criteria so you can find the asset you need.

Tip: Combine search and filters when you have many assets.

Steps: (1) From the Assets list, click an asset name or row. (2) The asset detail page opens with tabs or sections: Property info (address, type, details), Financials (income/expense summary), Documents, and related data (units, contacts, notes). (3) Use these to get the full picture for one property.

Why it matters: Detail view is where you edit the asset, add documents, and see property-level reporting.

Steps: (1) On the Assets list, click Add asset (or New asset). (2) Enter name, address, type (e.g. Single family, Multi-family), and any other required or optional details. (3) Save. The new asset appears in the list and you can add units, documents, and transactions. (4) Fill in as much as you can so reporting and filtering work correctly.

Note: You can edit the asset later to add or change details.

Steps: (1) Open the asset from the list. (2) Click Edit or change fields directly if the form is editable. (3) Update name, address, type, or any other property info. (4) Click Save to apply. Changes are reflected in the list and in any reports that use this asset.

Tip: Correct address and type so transactions and documents stay organized by property.

Steps: (1) Open the asset. (2) Click Deactivate or Delete. (3) Confirm in the dialog. Deactivate usually keeps the asset in history but hides it from active lists and prevents new transactions. Delete may remove it from lists and break links—use only if you’re sure. (4) Check whether tenants, loans, or documents are linked before deleting; you may need to move or unlink them first.

Best practice: Prefer deactivation so you keep historical data for reporting and audits.

What you see: On the asset detail page, the Financials (or Summary) section shows income, expenses, and net for that property—often tied to transactions you’ve assigned to the asset. (1) Use it to see how one property is performing. (2) Run asset-level reports from Reports if you need export or period comparison. (3) Ensure transactions are linked to the correct asset so these numbers are accurate.

Why it matters: Property-level P&L helps with owner reporting and decisions.

Steps: (1) Open the asset. (2) Go to the Documents tab or section. (3) Click Upload or Add document and select the file (e.g. lease, inspection, insurance certificate). (4) Add a name or category if prompted. (5) Save. The document is linked to this asset so you can find it from the asset detail or the main Documents area by filtering by asset.

Tip: Use consistent naming or categories so documents are easy to find later.

Steps: (1) Open the asset. (2) Find the Units or Rentals section (for multi-family or multi-unit properties). (3) View the list of units; click one to edit or to see the tenant and lease. (4) To add a unit: click Add unit, enter unit number/name and any details, then save. (5) Assign tenants and leases at the unit level so rent and occupancy are tracked correctly.

Why it matters: Units tie tenants and lease income to the asset for reporting.

Steps: (1) Open the asset. (2) In Notes, add free-text notes (e.g. “HVAC serviced 3/2025,” “Owner prefers email”). (3) In Contacts or linked contacts, associate vendors, owners, or other contacts so they appear in context when you’re on this asset. (4) Save. Use notes and contacts for quick reference when managing the property or calling vendors.

Tip: Link the same contact (e.g. plumber) to multiple assets if they service more than one property.