Before you can run an inspection on a specific unit, track its income separately, or generate an accurate owner statement, that unit needs to exist in the platform with a lease attached to it. This is the setup step that makes every subsequent workflow accurate.
What you need
- A property already added to your portfolio (
PROPERTY_01in this example) - The unit's identifying details (unit number or name, type, size if applicable)
- Basic lease information: tenant name, start date, rent amount, and payment frequency
Steps
1. Open the property and navigate to its units.
From your portfolio view, open PROPERTY_01. Find the units section — this lists every unit in the property and lets you add new ones.
2. Add the unit.
Select the option to add a new unit. Enter:
- Unit identifier — the unit number, name, or code you use internally (for example, "Unit 3A" or "Apt 12")
- Type — the category that best describes the unit: residential, commercial, storage, or whichever applies
- Size or area — optional, but useful for properties where area is part of the pricing or reporting
- Description or notes — anything your team needs to know at a glance about this unit
Save the unit. It now appears in your unit list for PROPERTY_01.
3. Create a lease for the unit.
Open the newly added unit and select the option to create a lease. You will see a form for the lease details.
Enter:
- Tenant name — the person or entity renting the unit
- Lease start date and end date (or indicate it is month-to-month)
- Monthly rent — the agreed rent amount in the applicable currency
- Payment frequency — monthly, biweekly, or as agreed
- Security deposit amount — if applicable
4. Confirm and save the lease.
Review the details. Confirm. The lease is now linked to the unit and will be the basis for income entries, owner statements, and any lease-renewal reminders you set up later.
What you will see when it is done
- The unit appears in
PROPERTY_01's unit list with its details. - The unit shows an active lease with the tenant name, rent amount, and lease dates.
- Income entries you record against this unit will be attributed correctly to both the unit and the lease period.
Adding multiple units
For a property with many units, repeat steps 2–4 for each one. If you are migrating a large portfolio, the getting started guide describes the recommended setup sequence to do this efficiently.
If anything is unclear
The exact labels in your workspace may differ slightly from this guide. For the precise steps in your account, open BasePro Support from inside the app — it covers the unit and lease setup workflow in plain language.