Managing Units
Units represent individual properties within a project - apartments, villas, offices, or any sellable/rentable unit.
What is a Unit?
A unit is a specific property within a project:
- Apartment 501 in Marina Towers
- Villa A-12 in Palm Gardens
- Office Suite 301 in Business Center
Units have their own details, pricing, and availability status.
Accessing Units
From Project
- Go to Projects
- Open a project
- Click the Units tab
Direct Access
Some plans include a dedicated Units page in the sidebar.
Unit List
The units list shows:
| Column | Description |
|---|---|
| Unit Number | Identifier (e.g., "501", "A-12") |
| Type | Bedroom configuration |
| Size | Square footage/meters |
| Price | Current price |
| Status | Available, Reserved, Sold |
| Floor | Floor number |
Filtering Units
Filter by:
- Status (Available, Reserved, Sold)
- Bedrooms
- Price range
- Floor
- Features
Sorting
Sort by:
- Unit number
- Price (low to high / high to low)
- Size
- Date added
Creating Units
Step 1: Navigate to Units
- Open the project
- Go to Units tab
- Click Add Unit
Step 2: Basic Information
| Field | Required | Description |
|---|---|---|
| Unit Number | Yes | Unique identifier |
| Unit Type | Yes | Studio, 1BR, 2BR, etc. |
| Status | Yes | Available, Reserved, Sold |
Step 3: Property Details
| Field | Description |
|---|---|
| Bedrooms | Number of bedrooms |
| Bathrooms | Number of bathrooms |
| Size | Total area (sq ft or sq m) |
| Floor | Floor level |
| Orientation | N, S, E, W, or combination |
| View | Sea view, City view, Garden, etc. |
Step 4: Pricing
| Field | Description |
|---|---|
| Price | Listed price |
| Price per sqft | Auto-calculated or manual |
| Service Charge | Annual fees |
| Payment Plan | Available payment options |
Step 5: Features
Select unit-specific features:
| Category | Examples |
|---|---|
| Interior | Furnished, Kitchen appliances, Built-in wardrobes |
| Outdoor | Balcony, Terrace, Private garden |
| Parking | Parking included, Multiple spots |
| Storage | Storage room, Maid's room |
| Smart Home | Smart locks, Automation |
Step 6: Media
| Media Type | Purpose |
|---|---|
| Photos | Unit-specific images |
| Floor Plan | Layout drawing |
| Video Tour | Virtual walkthrough |
| 360° Tour | Interactive view |
Step 7: Save
Click Save to create the unit.
Unit Statuses
Status Types
| Status | Meaning | AI Behavior |
|---|---|---|
| Available | Ready for sale/rent | Promoted to customers |
| Reserved | Temporarily held | Shown as limited availability |
| Sold | Transaction complete | Not offered to new customers |
| Off Market | Not currently listed | Hidden from inquiries |
Changing Status
- Open the unit
- Click the status dropdown or Edit
- Select new status
- Save changes
Status changes are reflected immediately in AI responses.
Unit Details Page
Overview
Shows all unit information at a glance:
- Key specs (beds, baths, size)
- Price and status
- Feature highlights
Price History
Track price changes over time:
- Original listing price
- Price adjustments with dates
- Current price
Reservations
If the unit has been reserved:
- Reservation date
- Customer contact
- Payment status
- Reservation details
Documents
Unit-specific documents:
- Individual floor plan
- Unit brochure
- Legal documents
Bulk Operations
Import Units
Import multiple units from a spreadsheet:
- Click Import in the Units tab
- Download the template CSV
- Fill in unit details
- Upload the completed file
- Review and confirm import
Template Format
| Column | Format | Example |
|---|---|---|
| unit_number | Text | "501" |
| bedrooms | Number | 2 |
| bathrooms | Number | 2 |
| size | Number | 1200 |
| price | Number | 500000 |
| status | Text | "available" |
| floor | Number | 5 |
Bulk Edit
Edit multiple units at once:
- Select units using checkboxes
- Click Bulk Edit
- Choose field to update
- Enter new value
- Apply to selected units
Common bulk edits:
- Price adjustments
- Status changes
- Feature additions
Unit Comparator
Help customers compare units:
Enabling Comparison
The unit comparator allows customers (via AI) to compare:
- Up to 4 units side-by-side
- Key specs comparison
- Price per sqft comparison
- Feature differences
AI Comparison
When customers ask to compare, the AI:
- Identifies relevant units
- Highlights key differences
- Provides recommendation based on preferences
Reservations
When a Unit is Reserved
- Customer expresses interest
- You change status to Reserved
- Link reservation to contact
- Track payment if required
Reservation Details
| Field | Description |
|---|---|
| Contact | Customer making reservation |
| Date | Reservation date |
| Expiry | When reservation expires |
| Deposit | Amount paid |
| Notes | Additional information |
From Reserved to Sold
- Complete transaction
- Change status to Sold
- Update reservation with final details
AI Agent and Units
How AI Uses Unit Data
Your AI agent can:
- List available units matching criteria
- Provide specific unit details
- Compare units for customers
- Check availability in real-time
- Quote accurate pricing
Optimizing for AI
- Complete all fields - Especially beds, baths, size, price
- Use consistent naming - "2BR" not "Two Bedroom" and "2 Bed"
- Add floor plans - Visual references improve responses
- Keep status current - AI reflects actual availability
Deleting Units
To delete a unit:
- Open the unit
- Click Delete
- Confirm deletion
warning
Deleting removes:
- All unit information
- Associated media
- Reservation history
Best Practices
Do's
- ✅ Keep unit status accurate
- ✅ Update prices when they change
- ✅ Add detailed descriptions
- ✅ Upload floor plans
- ✅ Log price history
Don'ts
- ❌ Leave sold units as "Available"
- ❌ Use inconsistent unit naming
- ❌ Forget to update prices
- ❌ Skip important features
What's Next?
Learn about proactive lead outreach: