What you will accomplish
Create a property record that can hold buildings, units, systems, documents, findings and related projects. Creating an assessment record does not establish legal ownership of the real property.
1. Create your property record
Sign in and open Properties, then choose Add property. Give the property a recognizable name and enter the location and descriptive information you know. Do not invent measurements or unit counts to complete optional fields.
Choose the appropriate Residential, Commercial or Land category. Residential covers one to four residential units. Commercial includes five or more residential units, non-residential properties and mixed-use properties. Land does not need invented units or buildings.
2. Describe the structure
The Add Property form lets you set up buildings and units now or leave them for later. If you choose automatic setup, review the generated records and give them meaningful names. Use actual physical units, not proposed units that only exist in a plan.
For a multi-building site, check each unit's building association after setup. Areas, systems and appliances provide more detail as your records develop. You do not have to describe everything on day one.
When adding or restoring the fifth active residential Unit record, review the Commercial-category confirmation and pricing implication before proceeding. Planning an additional unit in a Project does not itself change the property's category.
3. Review activation and pricing
A property record's existence, archival status and paid activation are different things. Review the property's billing information and activation quote. Confirm the category, renewal details, taxes and total before approving a paid action. See current pricing rather than relying on an older article for a dollar amount.
Property subscriptions, storage extensions and Snapshot purchases are separate. Units and square footage do not carry individual surcharges under the current property-category pricing. An eligible active property provides the basis for document storage and paid assessment workflows.
4. Check your starting record
- Confirm that you can open the property overview and identify the record owner.
- Review generated buildings and units, if you created any.
- Check activation and billing status separately from whether the record is archived.
- Use the property's Files area to start adding evidence.
Your private property record does not become a public listing automatically. Public page settings and access grants are separate choices.
If something does not look right
If edit or activation controls are unavailable, confirm that you are signed into the owner account and that the record is not archived. A person with read-only access may see a record without being able to change it. If a paid action fails, retain its error message and check billing before retrying.