Once a building and its floorplans have been configured in Property Vista, you can begin adding individual units.
This guide explains how to create a unit, configure its general information, and specify its legal address. Once the unit has been created, you can configure its availability status separately.
STEP 1. NAVIGATE TO UNITS
Navigate to Properties → Buildings, select the building you want to work with, and then:
- Open the Units tab.
- Click New Unit to create a unit.
STEP 2. CONFIGURE GENERAL UNIT INFORMATION
Under the General tab, complete the applicable fields to configure the unit's information.
| Field | Description |
|---|---|
| Floorplan | Select the floorplan associated with the unit. |
| Economic Status | Select the appropriate economic status from the available dropdown options. |
| Economic Status Description | Enter additional details about the unit's economic status, if applicable. |
| Floor | Specify the floor on which the unit is located. |
| Number | Enter the unit number. |
| Area | Enter the unit's square footage or area measurement. |
| Area Units | Select the applicable measurement unit from the dropdown (Square Feet or Square Meters). |
| Marketing Labels | Create and assign custom marketing labels to the unit, if applicable. |
| Internal Labels | Create and assign custom internal labels to the unit, if applicable. |
| Suspended | Select this checkbox if the unit should be suspended. |
| Waitlist | Enable this option if prospects should be able to join a waitlist for the unit. |
Once you have entered the applicable information, click Save.
STEP 3. CONFIGURE THE LEGAL ADDRESS
By default, a unit inherits the address of its associated building.
If the unit has a different legal address, you can specify it under the Legal Address tab.
- Open the Legal Address tab.
- Select the checkbox beside Is different from Building Address.
- Enter the applicable address details.
STEP 4. CONFIGURE UNIT AVAILABILITY
Once the unit has been created and saved, you can configure its availability status.
For instructions on setting and managing unit availability, refer to Unit Availability Scope.