Rental property manager: Add or edit property assets, item, appliances and inspection records

Add or Edit Property Assets

You can add or edit Assets to a Property. An Asset is an item, appliance, or space (such as parking) that adds to a property's value. Recording Asset details allows you to maintain the Asset (i.e., order spare parts), communicate with potential renters about all a property's benefits, and include the Asset in Inspection records.

Instructions

1. In the Property screen, select a Property.

2. Click the Edit Assets button .

3. The Edit Assets screen displays.

4. From this screen, to add a new Asset category, click the Add Category button .

5. To edit an Asset category, click the Edit Category button . The Edit field displays. Change the Asset category and click OK.

6. To add a new Asset:

   • Select the category for the Asset in the left frame.

   • Click the Add Asset button .

   • The Asset Details screen displays. Enter the values. If a data field is yellow, that data is required for the record. If a data field is white, that data is optional.

   • The new Asset is added.

7. Click OK to save all changes.

Add Asset Screen Values

• Asset
  • Name - Asset Name.
  • Details - Details of asset.
  • Notes - Notes about the Asset. As an example, for appliances, list serial numbers, warranty details, name and brand, etc. For fabric items, list fabric type and cleaning methods.
• Purchase
  • Date Purchased
  • Purchase Price