Create a Property/Estate/Garage

This article will walk you through adding properties, property blocks, garages and estates to the Estates module.

TABLE OF CONTENTS

• Add a Property
• Sending Communications from an Estates Property 
• Add a Property Block
• Add an Estate
• Add a Garage

Add a Property

To add a property, please follow the below steps:

1. Go to Properties in left hand menu and select "Properties".
2. Click the green button with the "+" sign (add a new property).
3. Enter the property details and press "Create property".
4. Go to "Property tasks" to update any property information.

Sending Communications from an Estates Property 

You can send communications from an Estates Property, it works the same as it does on all the other modules. Click the envelope icon on an Estates property to go to the Communication Log and select a template. 

You can edit the templates that show under an Estates property by:

1. Going to Settings. 
2. Click the three dots next to Communications.
3. Select Property Cases. 
   
4. These are the fields that can be added to an Estate Property template. 
   

To read more about Communications, click here. 

Add a Property Block

To add a property block, please follow the below steps:

1. Go to Properties in left hand menu and select "Blocks".
2. Click green button with '+' sign (add a new block).
3. Enter the address or use the postcode to search.
4. Press "Create block".
5. Go to "Block tasks" to update any estate information.

Add an Estate

To add an Estate, please follow the below steps:

1. Go to Properties in left hand menu and select "Estates".
2. Click the green button with "+" sign (add a new estate).
3. Enter the estate name and press "Create estate". 
4. Go to "Estate tasks" to update any estate information.

Add a Garage

To add a garage, please follow the below steps:

1. Go to Properties in left hand menu and select "Garages".
2. Click the green button with "+" sign (add a new garage).
3. Enter the address.
4. Press "Create new garage".