Unit Editor

To access your Unit Editor, click Units in your AI Portal's left sidebar, then click Unit Editor (New) in the dropdown menu. (Do not click the old Unit Editor link. We are phasing this out.)

You can use your unit editor to: 

• View unit information such as pricing, availability, and lease history.
• Add unit or floor plan photography that your AI Assistant can use in conversations.
• Assign amenity information to specific floor plans or units.
• Mark units as hidden: this prevents your AI Assistant from mentioning the unit in conversations.
  • See Updating Unit Availability for more details. 

Navigate to each section of this article with the links below: 

• Unit Information
  • Unit Details
  • Add Units
• Floor Plans
  • Floor Plan Details
  • Add Floor Plan Media
  • Add Floor Plans
• Amenities
  • Add Amenities

Unit Information

Your Unit Settings Table displays information such as unit availability, occupied status, and monthly rent. This page opens by default in the unit editor.

Select a community in the Search for a community... dropdown menu to view its unit information. You can then search for individual units by number in the Search units box. 

Unit information syncs from your external PMS, if you use one. Synced information appears in greyed out columns, which you cannot edit directly in the AI Portal. You must update this information in your PMS. 

You can update the following information in your unit settings table, regardless of PMS: 

• Unit Number
• Hidden Status
  • See Updating Unit Availability for more details.
• Sub-Building and Floor
• Unit Type: Conventional or Affordable
• Affordable Program and AMI
  • See Affordable Settings Overview & Instructions for more details. 

Click on a unit's Rent cell to view its pricing matrix, if applicable.

Unit Details

Click on a unit in the page's left sidebar to view its details page. The sidebar lists units by floor plan. 

Each unit's details page displays the following information, if available: 

• Unit Number
• Monthly Rent
• Floor Plan Info and Image
• Fees: This information syncs from your Fees Page. See the Fee Transparency Suite article for detailed information.
• Current Resident(s)
• Lease History

Click the pencil icon at the top of the page to open an Edit Unit window and update unit information. If you use an external PMS, most fields appear greyed out. 

Add Units

You must add new units to your community in your external PMS, if you use one. 

If you do not use an external PMS, you can add new units directly in the Unit Editor. Follow these steps to add a new unit: 

1. Click Add Unit in the page's top right corner. This opens the Add New Unit window.
2. Fill in the required fields:
   • Unit Number
   • Floor Plan: You must select from your existing floor plans. See this article's Floor Plans section for details.
   • Occupied Status: Vacant or Occupied
   • Availability: Select from options like Available for Viewing, Renovating, and Application Approved.
3. Fill in optional fields, such as Sub Building, Floor Number, and Monthly Rent.
4. Click Create Unit at the bottom of the window to add the new unit.
5. Navigate to your Unit Settings Table. View the new unit listed on the table to confirm the update.

Floor Plans

Click the Floor Plans tab at the top of the page to view a community's Floor Plan Settings Table. 

Use this page to manage a community's floor plan information. Your AI Assistant uses this information in its conversations with prospects. Floor plan information also syncs to your AI Portal's Quoting Feature. 

Floor plan information syncs from your external PMS, if you use one. Synced information appears in greyed out columns, which you cannot edit directly in the AI Portal. You must update this information in your PMS.

Floor Plan Details

Click on a floor plan in the page's left sidebar to view its details page. 

Each floor plan's details page displays the following information, if available: 

• Floor Plan Name and Info
• Media: Floor Plan image or Unit Photography
• Units with this floor plan
• Amenities: See this article's Amenities section for more information. 

Click the pencil icon at the top of the page to open an Edit Floor Plan window and update floor plan information. If you use an external PMS, most fields appear greyed out. 

Add Floor Plan Media

Follow these steps to upload media for a floor plan: 

1. Navigate to a floor plan's details page, if you have not already done so.
2. Click the Plus icon (+) at the bottom right of the media window. This opens the Add Floor Plan Media window.
3. Use the top field to drag/drop or select your image.
4. Select a Media Type: Floor plan or Unit Photography
5. Type in an image name and description.
6. Select all Amenities pictured in the image, if applicable.
   • You can select amenities assigned to ALL floor plans, or to the specific floor plan you are configuring. Amenities NOT assigned to the floor plan do not appear in the dropdown. See this article's Amenities section for details.
7. Click Upload & Save to save your image.

Add Floor Plans

You must add new floor plans to your community in your external PMS, if you use one. 

If you do not use an external PMS, you can add new floor plans directly in the Unit Editor. Follow these steps to add a new floor plan: 

1. Click Add Floor Plan in the page's top right corner. This opens the Add New Floor Plan window. 

   

2. Fill in the required fields: Floor plan name and Max Occupants.
3. Fill in optional fields, such as Bedrooms, Bathrooms, and Default Square Footage.
4. Click Submit at the bottom of the window to add the floor plan to your unit editor.
5. Navigate to your Floor Plan Settings Table. View the new floor plan listed on the table to confirm the update.

Amenities

Click the Amenities tab at the top of the page to view a community's Amenities Table. 

Use this page to manage your community's amenity information. Your AI Assistant uses this information in its conversations with prospects. 

Amenity information syncs from your external PMS, if you use one. However, you can add and update amenities on this page, regardless of your PMS setup. Use the following columns to adjust amenity settings: 

• Applied to All Units: Select True to apply the amenity to ALL a community's units. Select False to apply the amenity to specific units only.
• Applied to Floorplans: Click this cell to assign the amenity to specific floor plans. You can assign as many floor plans as you would like.
  • Once you assign an amenity to a floor plan, it appears on the floor plan's details page.
• Applied to Units: Click this cell to assign the amenity to specific units. You can assign as many units as you would like. 

Add Amenities

Follow these steps to add a new amenity to a community. 

1. Click Add Amenity in the top right corner. This opens the Add Unit Amenity window.
2. Select an Amenity Type from the dropdown menu.
3. Fill in an amenity Name and Description.
4. Apply the amenity to specific floor plans and units. Or, check the box next to Apply to all units in the building to apply the amenity across the entire community.
5. Click Save to add the new amenity.
6. View the new amenity on your list to confirm the update.