Unit Management

Learn about the tools and features for managing individual units within a property.



How To Add A Primary or Secondary Resident Through The Unit Search
Learn how to add a primary or secondary resident through the Unit Search in ExactEstate
How To Create A Custom Inspection
Custom inspections in a PMS allow teams to create tailored, precise checklists and procedures that exactly match the unique specifications, operating conditions, and compliance needs of their specific assets, ensuring highly relevant and accurate maintenance documentation.
How to Download & Print A Floorplan
Download and print unit floor plans to share as necessary.
How To Mark Unit as Ready
Mark units ready when they have completed inspections and all necessary tasks are completed ahead of the next move-in.
How To Set A Unit as a Model Unit
Setting a unit as a mode is a flag that marks it as non-rentable, intended solely for viewing or touring by prospective tenants.
How To Transfer All Residents To Another Unit
This article introduces how to easily transfer All resident to another unoccupied unit. Note:This action may be disabled if you do not have the correct permissions. On the unit transfer page, you will be able to transfer all residents and children into another unoccupied unit.
How To Vacate A Unit
This article outlines the critical process for vacating a unit within ExactEstate, which involves entering the move-out date, calculating the final ledger balance, and officially changing the unit's status from Occupied to Vacant to prepare it for re-leasing and close the resident's account.
How To Vacate A Unit In One Step
Vacating a unit in ExactEstate is now easier than ever! Learn how to vacate in 1 step, through the unit actions page, without the need for a move out inspection
How To View All Notifications In A Property
Timely communication is essential for efficient property operations. This article introduces how to access and review all notifications related to a specific property within ExactEstate.
How To View Occupied & Vacant Units
Learn how to view occupied and vacant units in ExactEstate by accessing the Units Dashboard or Availability Report, which provides a real-time current occupancy status for every unit
How to View Unit Actions
The Unit Actions page is the control center for working with units in ExactEstate. From this page you will be able to take a number of actions and view unit occupants.

Subcategories