How do I add properties?

Adding all of the property units that you manage or oversee is integral to almost every core function in the ManageCasa application. It is critical that you get your properties set up properly before attempting to use other modules like accounting and maintenance. 

ManageCasa supports both single and multi-unit properties, as well as various vertical-specific property types like commercial units, student housing, marinas, and more. If you are managing an apartment building or any type of building with more than one tenant, we suggest you utilize the multi-unit functionality.

Investing the time now to ensure a proper configuration will save you a tremendous amount of time in the future!

Add Property Units:

1. Navigate to Properties from the left sidebar.

2. Click the Add Button in the top right corner to add a new property. 

3. The Add Property form will load, where you can input all of the information about your unit(s).
   

4. Start by selecting a Property Type from the dropdown. ManageCasa supports the following types:

   • Multi-Unit Property (ManageCasa supports the following Unit Types: Apartment, Duplex, Industrial, Office, Parking Space, Retail Shop, Room, and Storage Room)

   • Apartment

   • Condo

   • Town Home

   • Single Family Home

   • Marina

   • Other (if you feel your property fits into an alternative category, select “Others”)

5. Specify a Property Name that can be easily identified and referenced throughout the application, for example: "Metro Tower".  This field is mainly used by property managers who manage multiple buildings, marinas, associations.

6. Assign a Property Owner to the property to make full use of the payments, accounting and reporting functionalities. You can select the owner from your existing contact list or create them as a new contact here.

7. Property Name. Especially important for Multi-Unit properties, e.g. "Metro Tower"

8. Add the property unit’s full Address, the Currency you would like to use to process payments at the property, and the Metric System you would like to use. ManageCasa supports measuring units in square meters and square feet. Optionally, you can add a description and photos of the property.

9. Associate a primary bank account with the property. Each property in ManageCasa requires at least one primary bank account to handle finances for that property. You can add more than one if you need a security deposit account and an operating account.
   If you have previously added bank accounts in the Settings module, you can select an existing account from the list here, or add a new account directly.

10. Finally, add more detailed information about each unit, including unit type, number, size, and additional descriptions and photos.
    If you are not adding a multi-unit property, you can skip this step.

11. Click Save to create your new property.
    Any contacts and bank accounts you created during the process will also be stored.