Residences and units¶
A residence is a building of flats run under one set of rules. Its units are the flats it lets. Set up both before the first contract: a contract is always signed on a unit.
No unit yet?
On a new database, New on the Residents list opens the form of a new residence, with the message No unit yet: create the residence, then generate its units. A new contract shows the same advice for as long as no unit exists.
1. Create the residence¶
Open Serviced Living → Configuration → Residences and click New.
Field |
Purpose |
|---|---|
Regime |
The rules the residence runs under — see Regimes. Required. |
Manager |
The person in charge of the residence. |
Address |
Where the residence is, when it is not at the company’s address. |
Invoice journal |
Numbers this residence’s invoices apart. Empty: the company’s resident journal. |
Included in the price |
The services the price already covers: they are never billed on top. |
The right column counts the Free units and the Occupants. The smart buttons open the Units, the Contracts, the Open complaints and the Councils of the residence, and, when calls are installed, its Open calls and Open requests.
Care followed here
When the medical record is installed, the residence also shows Care followed here. Unticked by default: the residents live at home and their care providers are their own. Ticked, the residents join the care lists, the care plan and the care app like the residents of a nursing home.
2. Generate the units¶
On the residence, click Generate units.
Fill in the window:
Building — the name of the residence by default;
Number Prefix — proposed from the residence’s name (for example
LIN-for The Lindens), editable;Floors and First Floor (0 for the ground floor);
Units per Floor;
Unit Type — Studio by default.
Check the Numbering preview, then click Generate.
The units are created in the residence, numbered floor by floor (LIN-001,
LIN-101…). Numbers already taken are left alone, and the message says which.
Run the window again to add another wing or another unit type.
Three unit types ready to use
The application comes with Studio (one person), One-bedroom flat and Two-bedroom flat (two people each). Change or add types in Serviced Living → Configuration → Unit types. A unit type of the residence carries no daily rate: the price lives on the contract.
3. Complete each unit¶
Open Serviced Living → Units. The units show as a board grouped by status — Available, Occupied, Under maintenance, Reserved — like the rooms of a nursing home. Each card shows the unit, its residence and its surface.
On the unit’s record:
Unit type and Capacity;
Residence (required) and Surface (m²) — a warning shows when the surface is below what the regime asks for;
the Contract smart button, while a contract holds the unit;
the Contracts tab — every contract of the unit, with its occupants, its dates and its state. A unit’s history is its contracts.
The New contract button opens a contract on this unit. It hides while a contract already holds the unit, or while the unit is Under maintenance or Reserved.
One contract per unit
A unit has one contract at a time, whatever the number of occupants. Moving to another unit means releasing this one and signing a contract on the other — see Notice and release of a unit.
Warnings on the residence¶
The residence form says, without blocking anything:
when the number of units is outside what the regime allows (… asks for at least … units, … allows at most … units);
when the regime sets a rhythm for the residents’ council and none was held in time — see Complaints and council;
when the duty rota leaves nobody on duty right now — see Calls and duty rota.
In Belgium
The residence also carries its Operating title and its fire certificate, with a warning before they end, and an Application tab for the Katz asked at application. See Serviced residences in Belgium.