Managing Buildings
Each building in your portfolio has its own record for documents, finances, issues, meetings, and communications. This guide covers how to add buildings and keep their data accurate.Adding a building
Go to Portfolio Setup
Navigate to Portfolio Setup or click Add Building from the portfolio dashboard.
Enter building details
Provide:
- Building name
- Full address and postcode
- Number of residential units
- Year built (if known)
Set management structure
Indicate whether the building is RTM, RMC, or managed under your agency agreement.
Add key contacts
Record the managing agent, maintenance contractor, and emergency contacts for this building.
Bulk import
If you manage many buildings, bulk import may be available. Contact support for assistance with importing building lists.Building details page
Tap any building in the portfolio grid to open its details page. From there you can:View summary
Units, status, open issues, and collection rate for this building
Manage issues
View and manage all issues scoped to this building
Manage finances
Service charges, budgets, transactions, and reports for this building
Manage AGMs
Schedule and manage meetings specific to this building
View unit owners
See who owns or leases each unit, and invite missing residents
Fire safety
Record fire risk assessment dates, responsible persons, and safety contacts
Insurance
Track building insurance policy details and renewal dates
Unit owners management
The Unit Owners area lets you:- See which units have registered residents
- Invite missing leaseholders and shareholders
- Track ownership and tenancy changes
- Link residents to the right units for service charge calculations
Fire safety and insurance
These compliance areas are critical for every building:- Fire safety: Record the fire risk assessment date, responsible person, and key safety contacts
- Insurance: Track the current policy, provider, cover level, and renewal date
Removing a building
If you stop managing a building, contact support to remove it from your portfolio. This ensures data integrity and prevents accidental charges or communications.Tips
Complete setup before inviting residents
A half-configured building creates confusion — finish setup first
Record insurance early
Insurance dates drive compliance alerts across the portfolio
Invite residents in batches
Bulk invitations save time and ensure every unit is covered
Update after changes
If the agent, insurance, or unit ownership changes, update the building record promptly