Structure & suivi
A complete record for every property
Centralize the information:units, rents, 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
Fewer oversights / fewer errors
Compliance
Traceable documents
Leases, notices, evidence
Finance
Reliable reports
Income/expenses, 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) Identity & structure
- Address, asset type, year, # units
- Lot / cadastre number (optional)
- Units: rents, statuses, occupancy
- Key contacts: caretaker / management
2) Recurring costs
- Municipal / school taxes
- Insurance, snow removal, maintenance
- Utilities: water, heating (if applicable)
- Suppliers + due dates
3) Documents & evidence
- Deeds, insurance, photos, contracts
- Invoices & work (history)
- Baux + avis (TAL)
- PDF/Excel exports (sharing)
4) Link to performance
- Income / expenses (by property)
- Monthly & annual cashflow
- Late payments, vacancy, alerts
- Bank / tax reports
AI suggestion (to be connected later)
Generate a property summary sheet:strengths/weaknesses, risques,
recommended actions(e.g. cost increases, vacancy anomalies, TAL deadlines).
Create quickly
Manual creation or simple import. Then: units → leases → payments → alerts.
Add a property
Import (coming soon)
Useful shortcuts