Documentation

Learn how to organize your rentals with UnitDocs

What is a property?

A property is the thing on the deed. Your condo, house, townhouse, duplex, triplex—the actual street address you own. One property, one purchase. Everything else (units, leases, expenses) links back to it.

Why properties matter

Properties are the top-level container for all your rental info. You attach units to properties, track expenses per property, and organize documents by building. When tax season hits, you need to know which expenses belong to which property. That's why they exist.

How to add a property

  • Click "Add Property" on your dashboard
  • Enter the street address
  • Add city, state/province (optional but useful for grouping)
  • Save it

What is a unit?

A unit is the rentable space inside a property. "Main Floor" in your duplex. "Unit 2" in your triplex. "Entire House" if you rent the whole thing. Rooms in your student housing property. It's where a lease happens.

Why units matter

Units let you track who's renting what. Your duplex has two units, two different tenants, two different leases. You need to know which unit is vacant, which one needs maintenance, and who's been there the longest. Units make that possible.

How to add a unit

  • Click into a property
  • Click "Add Unit"
  • Give it a name (e.g., "Main Floor", "Unit 1", "Entire House")
  • Save it

What is a lease?

A lease is the rental agreement. Tenant names, monthly rent, start date, end date. That's it. One lease per unit at a time, but you keep the old ones for history.

Why leases matter

Leases tell you who's paying what and when. They power your occupancy stats, your monthly rent totals, and your tenant timeline. When a tenant asks "When did I move in again?", you pull up their lease and know instantly.

How to add a lease

  • Click on a property
  • Click into a unit
  • Click "Add Lease"
  • Enter tenant name(s), start date, monthly rent
  • Leave end date blank for month-to-month, or set it for fixed-term
  • Save it

What are transactions?

Transactions are your expenses and income. The furnace repair. The plumber invoice. Rent payment. Any money going in or out related to your properties.

Why transactions matter

Tax season. That's why. You need to prove you spent $2,400 on repairs for your rental. You need receipts, dates, and amounts. Transactions let you track every dollar, attach receipts, and filter by property. No more digging through Gmail.

How to add a transaction

  • Click "Transactions" in the nav
  • Click "Add Transaction"
  • Pick expense or income, enter amount and date
  • Select property (and unit/lease if relevant)
  • Upload receipt if you have one
  • Save it

What are events?

Events are important moments in your rental timeline. Move-ins, move-outs, inspections, maintenance visits, notes. Anything worth remembering about a property or unit.

Why events matter

When a tenant takes you to the landlord-tenant board or court, you need proof. Events give you a complete timeline of what happened and when—with photos and documents attached. That inspection you did? The maintenance request they filed? The damage you documented? It's all there, timestamped, with evidence. Memory fades. Events don't.

How to add an event

  • Click "Events" in the nav
  • Click "Add Event"
  • Pick event type (or leave as "Note"), enter date
  • Select property, unit, and lease (if relevant)
  • Add description and upload photos/docs if needed
  • Save it

What are documents?

Documents are your files. Signed leases, move-in photos, receipts, insurance papers, inspection reports. PDFs, images, videos—anything you need to keep. Organized by property, unit, or lease.

Why documents matter

Because "it's somewhere in my Google Drive" isn't good enough. When a tenant disputes damage, you need the move-in photos. When tax authorities audit you, you need that furnace receipt from 2022. Documents keep everything in one place, tagged to the right property.

How to upload a document

  • Click "Documents" in the nav
  • Click "Upload Document"
  • Select your file (PDFs, images, videos supported)
  • Pick property, unit, or lease to attach it to
  • Save it—now it's searchable and organized