Owners, Properties, Units, Tenants, and Notes
Most of Rentify depends on how these entities are connected. Set them up in the right order and billing, reports, reminders, and activity tracking will make much more sense.
Recommended Setup Order
- Create an owner
- Create a property under the owner
- Add one or more rent units inside the property
- Create tenants
- Assign a tenant to a rent unit
- Add unit notes if needed
Detailed Help
Owners can include name, phone, email, bank account details, UPI details, and PAN details. The owner detail screen is the right place to review and share owner financial information. Owner cards open into a dedicated details screen.
Properties belong to owners. You can set a property name, address, city, display picture, and house type such as apartment, house, or townhouse.
Property details screens typically show summary cards like occupancy and total units, plus deeper property information below.
Rent units sit inside properties and are the operational unit for billing, tenancy, reminders, and maintenance. They can store utility account identifiers, monthly rent, general maintenance, display image, order index, and exclusion flags.
Important exclusion flags:
- Billing: exclude the unit from billing-related calculations where applicable
- Reports: exclude the unit from reports and exports
- Stats: exclude the unit from certain billing summary statistics
Units can also have multiple notes attached to the same unit.
Tenants can include phone, email, emergency contact numbers, permanent residential address, and display picture. Tenant detail screens can show profile details, payment history, and current rent status if bills exist.
Phone/email/address actions can connect to system apps like dialer, email client, or maps when supported.
When assigning a tenant, set tenure start, agreement start/end, and optional security deposit. This linkage is what makes a rent unit “occupied” for occupancy-based screens and reports.
Example: If Unit A is assigned to Rahul as the current tenancy, Unit A is treated as active/occupied.
Use notes for internal operational context: meter caveats, access issues, renovation info, or tenant-specific handling. Multiple notes can exist for the same unit, and notes can be edited or deleted later.