Block Management - Adding a Unit

Block Management - Adding a Unit

To add a unit to a block, within the ‘Block’ module, click on ‘New Property’

 

A new window will appear


 

Click on the ‘Block’ icon and select the block you wish to add the unit, then click ‘OK’ – this will prefill the property details, you will need to enter the unit number

Service Company – If Block by Company, select Company from drop down menu

Sage Department – Dependent on which option you choose in the block; this will default to either ‘0’ or a dept. code

Estate – If the property belongs to an Estate you can optionally add it here


Marketing


‘Class’ – Select from drop down menu and dependent on class, will display different fields, in this diagram ‘Residential’ is selected, therefore lists bedrooms/bathrooms etc. – if you were to select ‘Commercial’ – parking/size etc. would be displayed

‘Property Type’ – If you click on the ‘Box’ icon it will display a list of options

‘Region’ – Select from drop down menu

‘Agreement Type’ – If you enter an agreement type, example AST, when you create a tenancy/lease it will link the specific workflow set in the ‘Preferences’ window (see ‘Workflow’ document


Finance


‘Floor’ – Select from the drop down menu which floor this unit is on

‘Split’ – If you are using the ‘Service Charge Budget’ module, enter the % split, which will feed through to this module (see ‘Service Charge’ document for more details)

‘Leaseholder’ – If this unit is owned, add the leaseholder

 

Photos

 



















You can attach up to 8 photos by clicking on each number icon, which will open a new window and from here, either ‘Attach File’ or ‘Scan Document’ and ‘Save’

 Once all information is entered ‘’Save & Exit’

 

 

 

 

 

 


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