Units
Learn how to create and use units in Yorlet.
Units represent assets that will be leased to a customer, and they each sit under a Building record.
Manage units
Create a unit for every new property that you want to use within Yorlet. You can create and manage units from the Units page.
Create a unit
To create a unit, follow these steps:
- Click New in the top right of the Units page.
- Choose the building you want to attach the unit to.
- Enter your unit information, you need to at least supply a Name and Currency.
- If you plan to manage the unit on behalf of a third party, you can attach owners to the unit. Learn more about Owners and Unit Ownership.
- Click Create.
Edit a unit
To edit a unit, follow these steps:
- Navigate to the unit record you want to modify.
- Click Edit.
- Make the changes you want.
- Click Update.
Archive a unit
To delete a unit, follow these steps:
- Navigate to the unit record you want to archive.
- Use the overflow menu (•••) and select Archive unit.
Delete a unit
To delete a unit, follow these steps:
Units can’t be deleted once they have been used by another resource. If you’re no longer using the unit, you can archive it.
- Navigate to the unit record you want to delete.
- Use the overflow menu (•••) and select Delete unit.
- Confirm you want to delete the record by clicking Delete.
Unit records
The Unit record has many useful properties for storing property information and providing an overview of other resources the unit is associated with.
Summary section
This section shows the summary of the property details for the unit. You can modify these details by clicking Edit.
Pricing section
This section shows the current default pricing for the unit. You can add the monthly rent price and deposit amount. Additionally, you can add other currencies if you plan to pursue a multi-currency pricing strategy. To modify these details, click Edit.
Owner fees section
This section show the current owner fees for the unit. You can add a Management fee, Tenant find fee, Renewal fee, and a Tax rate to use for these prices, all fees should be set exclusive of tax. To modify these details, click Edit.
Compliance section
This section shows the compliance details for this unit. You can add EPC, Electric safety, and Gas safety certificates along with their respective expiry dates. Once uploaded, you can view these documents by clicking on View. To modify these details, click Edit.
Features section
This sections shows the marketing features of this unit that you can use to filter units when matching customers to available units. To modify these details, click Edit.
Owners section
If the unit is owned by a landlord or leaseholder owner account, these ownership records will be listed here.
Keys section
This section shows the associated Keys records the unit. You can create a new key for the unit by clicking on New.
Applications section
This section shows the associated Application records the unit. You can create a new application for the unit by clicking on Create.
Tenancies section
This section shows the associated Tenancy records for the unit.
Viewing feedback section
This section shows the associated Viewing Feedback records for the unit.