Locations

Created by Chris Torchia, Modified on Wed, 10 Sep, 2025 at 12:44 PM by Chris Torchia

Introduction

The Locations page provides a centralized directory of all properties within your portfolio. It serves as a quick reference tool for reviewing property details, managing assigned personnel, and tracking ownership status.

Whether you’re overseeing a single building or an extensive portfolio, this page helps Property Managers stay organized and efficient.

Column Overview

Column	Description
Property	Displays the full address of the property.
Property Manager	The assigned PM responsible for overseeing the property’s operations.
Assistant	Shows the assistant connected to the property, if applicable.
Owner	Displays the property owner on record. If no owner is assigned, this field will show “Unassigned.”

Filtering Properties

Use the built-in filters to quickly locate properties based on specific roles, attributes, or details:

Filter Field	Purpose
Name	Search by full or partial property address.
City	Narrow results by geographic location.
Assistant	Filter properties by the assistant linked to them.
P. Manager	Display properties managed by a specific Property Manager.
Owner	Show only properties tied to a specific owner.
Resident	Search for properties by resident or tenant name.

After selecting your criteria, click Apply to refresh and update the results.

Property Manager Use Cases

Find Specific Properties Quickly
Use name or city filters to locate addresses without scrolling through long lists.
Review Your Portfolio
Filter locations by your Property Manager assignment to focus on the properties you directly oversee.
Coordinate with Owners or Residents
Quickly identify linked owners or residents for better communication and collaboration.
Clean Up Assignments
Use filters to find unassigned properties and work with your admin team to address any gaps in management.