Types are labels that categorise elements of your property portfolio — including tenancies, areas, maintenance items, insurance policies, and properties. They are managed in Settings and shared across all companies.
Self-guided demos: General Settings (approx. 20 mins) · General Settings (EMEA)
Accessing Types
Navigate to Settings > General.
Select the relevant Type category.
Creating a New Type
Click + Create New Type at the top-right.
Enter a title.
Click Save Type.
Importing, Editing, Archiving, and Restoring Types
Importing — use the Import button to bulk-upload new Types.
Editing — click a Type, make changes, and click Save.
Archiving/Restoring — click the Type and select Archive or Restore.
Type Categories
Lease/Tenancy Types — identify tenancy arrangements and simplify report filtering.
Lease/Tenancy Form Types — specify form types for leasing documentation.
Review Types — define rent review parameters including percentage-based evaluations.
Area Types — distinguish between different areas within properties.
Maintenance & Inspection Types — classify maintenance and inspection tasks.
Rent Types — set up rent conditions for Rent Templates with predefined income account allocations.
Insurance Types — sort insurance policies by category.
Property Types — group properties into appropriate classes.
Zoning Types — differentiate zoning designations on property title records.
Many Types can also be added directly from dropdown menus when managing specific records (e.g. Leases/Tenancies).
In North America, "Tenancies" are referred to as "Leases". For more information on regional terminology, see our Glossary of Regional Terminology.