Skip to content

How Can We Help?

< Back
You are here:


This help section will guide you through the process of managing unit information within the your HOA management system. Units represent individual homes or properties within the HOA.

  • From the main dashboard, locate and click on the ‘Directory’ tab.
  • Under the ‘Directory’, click on ‘Units’ to view the list of properties.

Viewing Units

  • The ‘Units’ page displays a list of all units along with their titles and addresses.
  • You can perform a quick search to find a specific unit or use the pagination controls to navigate through the list.

  • Click on the ‘+ New Unit’ button to add a new property to the HOA.
  • Fill in the details such as ‘Unit Id’, ‘Address’, ‘City’, ‘State’, and ‘Zip’.
  • Toggle the ‘Active’ status to ‘Yes’ to make the unit active within the system.

  • To edit an existing unit, click on the pencil icon next to the unit you wish to update.
  • Make necessary changes to the unit’s information in the provided fields.

  • After adding a new unit or editing an existing one, click ‘Save Unit’ to commit the changes.
  • If you need to remove a unit, click the ‘Delete’ button.

  • Ensure that all unit information is accurate and up to date.
  • Regularly verify the active status of units to reflect current occupancy and ownership.

Table of Contents