Adding a Letting Unit

This guide walks you through adding a letting unit (tenancy address) in Tenancy Manager for use with Tenancy Builder. The steps are summarised below. For detailed visuals, refer to the video below.

Option 1: Via All Data View

1. Access the All Data View: Navigate to Tenancy Manager > All Data from the sidebar.
2. Choose the Landlord: Click the small triangle next to the relevant landlord.
3. Add a Letting Unit: Select "Add New Letting Unit".
4. Enter Details:
   • Specify the property use (e.g., residential, garage).
   • Add the address (include room identifiers for HMOs, e.g., Room 1).
   • Optionally, add bedroom count, EPC rating, utility locations, and security codes.
5. Save: Click "Save" to finalize.

Option 2: Via Letting Units View

1. Navigate: Go to Letting Units from the sidebar.
2. Add a Unit: Click "Add New Letting Unit".
3. Select the Landlord: Pick from the list.
4. Enter Details: Complete the form as outlined above.
5. Save: Click "Save".

Option 3: While Creating a Tenancy

1. Start New Tenancy: Go to Tenancies > Add New Tenancy and select the country.
2. Select/Add Landlord: Choose a landlord or add a new one.
3. Select/Add Letting Unit: Choose from the list or create a new one.
4. Fill Out Details: Enter unit information as described above.
5. Save: Click "Save" to complete.