Space Setup Wizard
After you have used the Property Setup Wizard to set up your buildings, use the Space Setup Wizard to set up units in buildings and/or stalls in parking lots. You will need all your building information, including unit numbers, area measurements, parking lots and number of stalls.
1. In the Navigation Pane click on System Tasks
2. In the System Tasks, select Wizards
3. In the Start a Task menu, select Space Setup Wizard
Buttons on screen:
Cancel
Can be used at any time during the Wizard to cancel the Setup. No information that has been entered will be saved.
Back
Allows you to go back to any screen you wish to change or view information.
Next
Will light up when you have completed all required information on each screen.
Finish
Will light up when all of the questions required in the wizard have been answered.
Interrupt
If you are unable to complete the Space Setup Wizard, selecting the Interrupt Button will save the information until the next wizard session. Spaces will not be created on the permanent property records, so the information entered up to this point will not be available anywhere else on the system. When you want to continue you must use the same workstation that the original entries were made on.
The next time you start the Space Setup Wizard, you will be prompted:
"Space Setup information has been temporarily saved for
Yes The wizard will open and you can continue.
No You will be reminded that everything entered so far will be deleted, and given the opportunity to cancel this deletion.
Cancel Returns you to the menu.
For which property do you want to create spaces?
Double click on the building to select this building and click on NEXT.
Complete the information on the following screens:
How many floors and units does this property have?
After entering the number of floors and units and proceeding to the next screen,
you may edit the floor numbers, units per floor, total areas (optional), and common areas (optional). To edit the floor number, delete the existing number, and enter the desired number or letter. Then click Next.
Most common type of unit in the property
From the drill down button, choose the unit description or add your own description and add it to the list.
Status to use as default
From the drill down button choose a default. You can also type your own default and add it to the list.
Expected Rent for each Unit
Enter the most common Expected Rent in the form of actual dollars per month. If each unit’s Expected Rent is different, you can leave this field blank and add the amount to the individual units on the next screen. Click on Next.
The next screen will now display all the units and each unit can be modified separately, enter the area measurements, monthly expected rents etc. If you want to change the unit numbers, delete the existing unit number, and then key in your own numbering sequence. When done, click Next.
Notes on Unit Numbers:
1. You cannot have duplicate unit numbers within a building.
2. Unit numbers sort by number of digits first, i.e. 2-digit numbers first, then 3-digit numbers, then 4-digit numbers, etc. If you have units 21, 21a, 22, 22a, 31, etc., they will sort in order of 21, 22, 31, 21a, 22a. Therefore, make the unit numbers of the same length and sort them from left to right, e.g. 21- (21 Dash), 21a, 22-, 22a, 31-.
3. You cannot add unit numbers using the Space Setup Wizard to buildings that have already had units added to them. If additional units must be added to a building, in the Navigation Pane, select Find - Buildings – Buildings – Select the Building – Units Tab, and then manually add the units.
Parking Lot Information
If you want to record stall numbers, primary and secondary parkers, vehicle descriptions and license numbers, then you must set up parking lots. If you want to simply charge your tenants for parking and not monitor parking lot information you may by pass this screen by clicking Next.
Kind of Parking Lot:
Enter the type of parking lot that the property has. I.e. indoor, outdoor, covered, etc.
Name of the Parking Lot:
The parking lot must have a name. You may use the building name.
Number of Stalls
Enter the number of stalls. Each stall will be assigned a stall number. If you have more than one parking lot, each lot must be done separately. For instance, if you have both covered and outside parking lots, enter the name of the parking lot and number of spots. Click next, make any adjustments, then click Back to add the second parking lot and proceed as in the first.
Based on the information from the prior screen, the system will create parking stalls. We can delete the lot we have just set up, or, add to that lot. We can start with new numbers or continue with the same number sequence. Make any changes necessary, and then click Next.
Finish
You may now use the Tenant Setup Wizards to add tenants to your building.
Watch Video Tutorial