Adding a New Property

To create a property, select Properties > Add New Property in the side menu.

This will prompt you to enter the property address with the Address Lookup. Details on how to use the Address Lookup can be found here. 

After selecting or entering an address you will be taken to the property details page where you can enter further information about the property. 

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Occupier Details

The first section will prompt you to enter the occupier's details. Depending on the property type, Surname or Business is required. If there is currently no occupier in the property, enter the Surname as "VOID". Alternatively, if you do not know the occupier's name, enter "OCCUPIER".

Select the property type from the drop-down. This details if the property is private, occupied by a tenant or is a landlord. If it is a tenanted property you will also need to select the landlord associated with this property. 

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Contact Details

The second section is for the contact details of the property. These are all optional and are not required to add the property.

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References/Finance Info

Next you can enter any alternative references you may have for the property. Additionally, you can also enter any accountancy information.

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Tags

Here you can assign any custom tags to the property. Find out more about tags here.

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Property Notes

Any property notes that need to be viewed by the admin staff can be entered, as well as risk notes to the property to alert admin staff or engineers of any important information.

Once you have entered the information required, click Create in the actions section to create the property. You will then be redirected to the Property page.

If you need to stop creating the property, click Cancel in the actions section or use the back button in the browser.

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Custom References and UPRNs

Setting up properties with customer references or UPRNs is useful for internally managing your properties. Adding them on property creation is easier, but these can also be added retrospectively by editing the property. 

All custom references can be searched using the global search and allows you to use your client’s references or your internal referencing on the system. UPRNs also help with avoiding duplication of addresses when bulk uploading properties or property checks.