How do I manually add a new property?

Use the Web [Add Property] wizard when you need to manually create a new property record. The current flow is a step wizard, so you move through the property type, address, unit details, bank account, and manager setup before the property is submitted.

Entry:

• Web: [Properties] -> [All Properties] -> [Add Property]

Web

Step 1
Open [Add Property], then choose the ownership and property type.

• Keep the property as [Charter] if you need to record landlord information in the same setup flow.
• Switch to [Own] if the property does not need the landlord block.
• In the same step, choose the property [Type].

Step 2
Click [Next] to continue to [Address & Lease], then complete the property address details.

• Complete [Property Name] and the street address fields first.
• Complete the region, planning area, postal code, and country or region fields shown in the current wizard.
• If you are creating a chartered property, the landlord lease details stay in this part of the setup flow.

Step 3
Continue through the remaining wizard steps until the property is ready to submit.

• In [Unit Details], add at least one unit before you can finish the wizard.
• In [Bank Account], select the account that should be linked to the property.
• In [Manager], assign the staff member who will manage the property.
• Submit the property from the final step after all required fields pass validation.

Platform differences

Topic	Web	App
Add Property entry	[Properties] -> [All Properties] -> [Add Property]	No dedicated [Add Property] page at this time
Setup flow	Multi-step wizard for property creation	Current App carriers cover property list, filter, detail, and unit creation instead

Note:

• The wizard validates each step before it lets you move forward.
• If the property is [Charter], the landlord information and landlord lease-related fields stay in the setup flow.
• The current implementation checks unit usage limits before it lets you finish [Unit Details].