How to group units by building

When several of your properties share a street address (apartments in a block, shops in a complex, and more), add each one as a unit of its building. Every unit keeps a full address as its name, like Unit 2, 512 Harbor View St, so your reports and emails read just as they always have.

Add units

From a building's page, select Add units. The building is already filled in, so type each unit on its own line and select Save. Press Enter to start the next line, or paste a list to fill one line per unit. To add the first units of a new building:

1. Open Properties. You'll find it in the sidebar of the web dashboard. Select New.
2. Change the type. Select Type: Standalone above the address, then choose Unit in a building.
3. Enter the building name or address. Pick a building you already have, or type the name or street address of a new one.
4. Enter the units. Type each one as you'd like it to read, like Unit 2, Apt 4B, or Shop 1. Below them, you'll see how the first one reads on reports.
5. Select Save.

A unit the building already has is refused, and nothing saves until every unit can.

Move properties you already have into a building

Tick the properties on your properties list, or the units on a building's page, then select Move to building above the list. Enter the building name or address. We take the building out of each property's name to guess its unit, so Apt 4, 12 High St becomes Apt 4 of 12 High St. Check each unit, fix any that are off, and select the X beside a property to leave it out. Then select Move. Each property keeps its inspections, documents, and assignments, and its name changes to the unit and the building.

To move a single property, or take one out of its building, open it, select Edit, then Change beside its address, and change its type. A property taken out of its building keeps its name, which you can then edit.

Find a building's units

Your properties list shows each building once, with how many units it has, beside your standalone properties. Select a building to open its page: its recent inspections, then every unit with when it was last inspected and when it's next due. Search the list for a unit, like Unit 2, to find it in any building. The Building filter jumps straight to a building's page, or shows only your Standalone properties.

Manage a building

• Rename it. Select its name at the top of its page, type the new address, and press Enter. Every unit's name updates to match.
• Add a photo. Select Add photo beside its name to upload one or pick one from its units' inspections.
• Assign people and pin templates. Tick the units you want, then use the buttons above the list, just as you would on your properties list.

Import units from a spreadsheet

Give your file a Unit column and a column with the building's street address (headed Building or Address). Each row with both becomes a unit of its building, and the review groups the units under their buildings so you can check each unit before you save. A row with no unit is imported as a standalone property. See how to import your properties.

Keep in mind

• Every unit needs a unit number. You can't save a property in a building without one.
• Properties from myRent stay standalone, since myRent looks after their names.