Steps to setting up a building Part 1: Defaults, Location and Blocks
When you log in to a building for the 1st time you will need to confirm the following data screens.
Remember it takes 24hrs for the user and units to show.
This Guide covers
1) Confirming the defaults
2) Setting the location
3) Adding Blocks with units
Building Defaults
Organization Name - This will be the name displayed on your portal
External reference - This is generated by the accounting package - Do not edit
Default Request Handling group - Which group in your managing agent will receive the requests
Auditing company - Auditing Companies
Invitation enabled - this is triggered when you send your invites in a later step Sending Invites to all residents at once
Is vat Excluded - Tick this is VAT is not relevant to the invoicing on this building
Payments online type: leave this as default
Building Location
Adding Block Detail (MUST HAVE FOR BUILDING SAFETY ACT)
Name: How is the block known onsite?
Block Owner: Who owns the block?
Management Company or RMC: Add the name of Mgt Company or RMC
Type: Physically is it a real block) or Logical (is it used for admin purposes)
Block Height:
- Low = Under 11 meters
- Medium = Between 11 and 18m
- High = Over 18m with at least 2 flats
Relevant: Does the building safety Act Apply
Please make sure you check https://www.gov.uk/guidance/the-building-safety-act if you are unsure.
Adding Block Units
Adding your units to the blocks will help you message them using our posting tools.
Add your units
Now time for Part 2 - Click this guide