Adding an estate

Adding a new estate & AgencyCloud basics

How to add a new estate and use AgencyCloud basics - such as contact shortcuts, adding journal entries and the activity feed

Adding additional contacts/relationships

All estate records have a Main Office and Key Contact associated to them which default to the details of the user who added the record, but they can be changed as required

Adding blocks & units

How to add blocks and units onto an estate, including how to link the unit to a property being let/sold by you

Suspend or stop invoices and arrears

If you need to suspend sending an invoices or chasing arrears with a leaseholder, this is done via the Unit Details screen

Year start dates

The year start date for budgeting purposes is set on the estate record - a separate financial year start can also be set

Estate journal

A journal is available on the estate record - the estate journal logs all key activity on the estate and its associated units

Management checks

Click this link for guides on management checks