> ## Documentation Index
> Fetch the complete documentation index at: https://kb.manage.management/llms.txt
> Use this file to discover all available pages before exploring further.

# Building Setup

> How to configure your building record for the first time

## Setting Up Your Building

Building Setup is the first step after becoming a director. It creates the foundation that the rest of the platform uses for documents, finances, issues, and communications.

## What to complete

<CardGroup cols={2}>
  <Card title="Basic details" icon="building-2">
    Building name, full address, postcode, and number of units
  </Card>

  <Card title="Management structure" icon="users">
    Whether the building is RTM, RMC, or managed by a third party
  </Card>

  <Card title="Insurance" icon="shield">
    Building insurance provider, policy number, expiry date, and cover details
  </Card>

  <Card title="Freeholder details" icon="file-text">
    Freeholder name and contact information (for RTM buildings)
  </Card>

  <Card title="Fire safety" icon="flame">
    Fire risk assessment date, responsible person, and key safety contacts
  </Card>

  <Card title="Key contacts" icon="phone">
    Managing agent, maintenance contractor, emergency contacts
  </Card>
</CardGroup>

## How to set up

<Steps>
  <Step title="Open Building Setup">
    From your director dashboard, click **Building Setup** or find it in the sidebar.
  </Step>

  <Step title="Enter basic details">
    Add the building name, address, and total number of residential units.
  </Step>

  <Step title="Set management structure">
    Indicate whether the building is RTM, RMC, or professionally managed. This affects which compliance tools are surfaced.
  </Step>

  <Step title="Add insurance details">
    Record the current building insurance policy, provider, and renewal date. This drives compliance reminders later.
  </Step>

  <Step title="Record freeholder and safety information">
    Add the freeholder's details (if applicable) and fire safety responsible person.
  </Step>

  <Step title="Save and review">
    Once saved, the building record becomes the source of truth for documents, finances, and compliance tracking.
  </Step>
</Steps>

## Why it matters

An accurate building setup means:

* Service charges calculate correctly based on unit count
* Compliance reminders use the right insurance renewal dates
* Residents see the correct building name and address
* Documents and issues are tied to the right property

## Editing later

You can update Building Setup at any time if details change — for example, after an insurance renewal or if the freeholder changes.

## Tips

<CardGroup cols={2}>
  <Card title="Be precise with the address" icon="map-pin">
    The address is used for legal notices, insurance, and service charge calculations
  </Card>

  <Card title="Set the unit count correctly" icon="hash">
    This number is used across budgets, service charges, and voting thresholds
  </Card>

  <Card title="Record insurance early" icon="shield-check">
    Insurance expiry triggers compliance alerts — getting the date right avoids missed renewals
  </Card>

  <Card title="Review annually" icon="calendar-check">
    Update the record after each AGM, insurance renewal, or change of agent
  </Card>
</CardGroup>


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