What can I start from a property's Actions card?
ForLandlordsProperty managers
Who can do this
Depends on the action; each one checks its own permission.
Where to find it
Property → Actions card (on a phone, the floating Actions button).
Steps
The card only lists what applies right now:
- Start inspection: opens a new inspection with the property filled in (for a building, a common-area inspection not tied to a unit). Needs Create Inspections. See the Inspections chapter.
- Add lease (single-unit, no lease yet): opens the lease flow with the property filled in. Needs Create Leases. See the Leases chapter.
- Add tenants (single-unit, lease with nobody on it): opens Add tenant. See the Tenants chapter.
- Add owners (organizations, no owners yet): see "How do I link an owner to a property?".
- Add preferred vendors (no preferred vendors yet): see "How do I set a property's preferred vendors?".
- Add contract details (organizations, no contract yet, needs Edit Properties): see "How do I add or change a property's contract details?".
- Add document: see "How do I add a document to a property?".
- Add maintenance request (no requests on this property yet): opens a new maintenance request for the property. See the Maintenance chapter.
- Add notes (no notes yet).
- Add unit (buildings only).
- Delete or Archive: see "How do I archive, restore or delete a property?".
Good to know
Once something exists, its shortcut leaves the card and the matching tab's "+" button takes over. On an archived property the card shows only the lifecycle action. Without a subscription, actions that create something open the plan dialog instead.
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