Structure & suivi
A complete record for every property
Centralize the information:unités, loyers, charges, fournisseurs, documentsethistorique. A clean record becomes yoursource of truthfor the dashboard, payments, TAL documents and reports.
Back to dashboard
Add a property
Impact
Faster decisions
Moins d’oubli / moins d’erreurs
Compliance
Documents traçables
Leases, notices, evidence
Finance
Rapports fiables
Revenus/dépenses, cashflow
Purpose of the module
Create a property record complete enough to automatically feed payments, alerts, documents and financial reports.
What a property record contains
Essential fields + attachments + links to units, leases, payments and reports.
1) Identité & structure
- Adresse, type d’actif, année, # unités
- Lot / cadastre number (optional)
- Unités : loyers, statuts, occupation
- Contacts clés : concierge / gestion
2) Coûts récurrents
- Taxes municipales / scolaires
- Assurances, déneigement, entretien
- Services : eau, chauffage (si applicable)
- Fournisseurs + échéances
3) Documents & preuves
- Actes, assurances, photos, contrats
- Factures & travaux (historique)
- Baux + avis (TAL)
- Exports PDF/Excel (partage)
4) Link to performance
- Income / expenses (by property)
- Cashflow mensuel & annuel
- Retards, vacance, alertes
- Rapports bancaires / fiscaux
AI suggestion (to be connected later)
Generate a property summary sheet:forces/faiblesses, risques,
actions recommandées(e.g. cost increases, vacancy anomalies, TAL deadlines).
Créer rapidement
Manual creation or simple import. Then: units → leases → payments → alerts.
Add a property
Importer (à venir)
Raccourcis utiles