> ## 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 Management

> How to add, configure, and manage individual buildings

## 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

<Steps>
  <Step title="Go to Portfolio Setup">
    Navigate to **Portfolio Setup** or click **Add Building** from the portfolio dashboard.
  </Step>

  <Step title="Enter building details">
    Provide:

    * Building name
    * Full address and postcode
    * Number of residential units
    * Year built (if known)
  </Step>

  <Step title="Set management structure">
    Indicate whether the building is RTM, RMC, or managed under your agency agreement.
  </Step>

  <Step title="Add key contacts">
    Record the managing agent, maintenance contractor, and emergency contacts for this building.
  </Step>

  <Step title="Save">
    The building appears in your portfolio dashboard and is ready for operational setup.
  </Step>
</Steps>

## 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:

<CardGroup cols={2}>
  <Card title="View summary" icon="layout-dashboard">
    Units, status, open issues, and collection rate for this building
  </Card>

  <Card title="Manage issues" icon="alert-triangle">
    View and manage all issues scoped to this building
  </Card>

  <Card title="Manage finances" icon="coins">
    Service charges, budgets, transactions, and reports for this building
  </Card>

  <Card title="Manage AGMs" icon="calendar">
    Schedule and manage meetings specific to this building
  </Card>

  <Card title="View unit owners" icon="users">
    See who owns or leases each unit, and invite missing residents
  </Card>

  <Card title="Fire safety" icon="flame">
    Record fire risk assessment dates, responsible persons, and safety contacts
  </Card>

  <Card title="Insurance" icon="shield">
    Track building insurance policy details and renewal dates
  </Card>
</CardGroup>

## 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

Both drive compliance reminders and attention items on the portfolio dashboard.

## 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

<CardGroup cols={2}>
  <Card title="Complete setup before inviting residents" icon="check-circle">
    A half-configured building creates confusion — finish setup first
  </Card>

  <Card title="Record insurance early" icon="shield-check">
    Insurance dates drive compliance alerts across the portfolio
  </Card>

  <Card title="Invite residents in batches" icon="users">
    Bulk invitations save time and ensure every unit is covered
  </Card>

  <Card title="Update after changes" icon="refresh">
    If the agent, insurance, or unit ownership changes, update the building record promptly
  </Card>
</CardGroup>