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Management feature

Owner and tenant records: every unit, person and contract in one place

When the question who lives where, under which contract and with which contact details is spread over spreadsheets, e-mails and folders, every move-in carries a risk of error. One record links unit, person and contract.

  • German, French, Italian, English
  • QR-bill and CHF
  • Roles and audit log

Record structure

Each unit is defined as an object; the owner, the tenant or both are linked to it. Move-ins, move-outs and contract changes are recorded with a date stamp.

The same person can appear in several units.

Access and documents

The manager sees all records; an owner or tenant sees only their own unit. Contracts, letters and minutes are attached to the record, and who opened them is logged.

Role and permission scope are clarified in writing.

Your benefits

Unit

Apartment and sub-unit.

How we work

  1. 1

    Clarify the need

    By e-mail we discuss your processes, roles, existing systems and how data is moved, and set the scope in writing.

  2. 2

    Build and connect

    We build the solution around your workflow and connect it to e-mail, calendar, documents and payment.

  3. 3

    Test and launch

    We test every flow with realistic cases, train your team and go live only when it is right.

Swiss-specific points

Rented properties and condominium ownership (Stockwerkeigentum) need different records; which applies is clarified with your management. Personal data is protected with the nFADP in mind.

Frequently asked questions

Can one person be both owner and tenant?

Yes; a person can appear in several units with different roles.

Can old spreadsheet data be imported?

Usually yes; clarified in writing depending on scope and data quality.