Editing a property

Most edits to a property are routine: an address typo, an extra assessment for a single unit, fixing a wrong lot number. This article covers the routine cases plus the few edits that have ripple effects you should know about before clicking Save.

How to edit a property

1. Go to Properties in the admin sidebar
2. Find the property in the list (use search if you have many)
3. Click the property to open its detail panel
4. Click Modify
5. Change what you need to change
6. Save

Changes are immediate. There’s no draft or staging step.

Edits that are completely safe

These have no side effects beyond the property itself:

• Street address - corrects the displayed address. Past records stay attached.
• Lot number - same.
• Residents & contacts - add, edit, or remove the people on file for the home (owner, tenant, billing contact). Adding a name here creates a roster record before anyone signs up; it is not an account and grants no access.
• Pre-approved emails and phones - kept in step with the emails and phones on those records automatically. Anyone on file who hasn’t claimed an account yet can sign up and join this home’s household with no approval step.
• Board notes - written from Notes & history on the property rather than in this form. Notes are board-only, dated and signed automatically, and cannot be edited or deleted. See Board notes on a resident or property.

Edits that affect future charges only

A property’s dues are the assessments assigned to it: the Community Assessments (set up in Settings, and either applied to all properties or checked per property here) plus any Property Assessments billed only to this home. Changing them changes what gets charged from the next billing date on. It does not retroactively change charges that have already posted.

Example:

• Lot 14 has been billed $200/month for the past year
• On May 1 you add a $50/month Property Assessment for a fence repair plan
• The May charges total $250
• April’s $200 charge (already posted) stays $200

If you want to adjust past charges, do it as a separate transaction - see How the ledger works.

The same rule applies to:

• Initial balance - the carry-over balance from your import. It isn’t in the Modify form; to change what the property owes, add a corrective transaction.
• Late fees - set on each assessment (its Late After (days) and Late Fee). Future late fees use the new amount; past ones don’t change.

Edits with ripple effects

These are the ones to think about before saving.

Changing the primary resident

Open Modify and use the Household section. Make primary on a co-resident promotes them; the previous primary becomes a co-resident. The property’s balance and history don’t change - they belong to the property, not the person - but:

• The new primary is the main contact for the home
• Notifications about this property go to the new primary (unless a billing contact is set - see Residents and contacts on a property)

If you’re handling a sale or move-in, use the move-ins and move-outs flow instead.

Removing someone from the household

In Modify > Household, Remove takes a co-resident off the home, and Move out takes the primary off it (if the home has co-residents, promote one first). Either way the person is unlinked from this property, but their account stays active in the community - they just aren’t tied to a home anymore. To end their access to the community, use Move Out User or Ban from Community on their member record - see Removing or banning a user.

Status

There’s no status field to edit. Occupied and Unclaimed follow whether a resident account has claimed the home. See Property statuses for what each means.

What you can’t edit

A few fields are intentionally read-only or computed:

• Current balance - computed from the ledger. To change it, add or void financial records (use Add Transaction on the property), don’t try to overwrite the balance.
• Property ID - the system’s internal identifier, never visible in the UI.
• Created date - never changes.

Changing many properties at once

There’s no multi-select editor. What exists:

• Batch at the top of Properties (admins only) opens Batch Update All Properties, which adds one charge or credit (a Special Assessment or a Dues Adjustment) to every property at once. Fines must be applied individually.
• A change to a Community Assessment in Settings applies to every property that carries it.

For massive restructures (renumbering 50+ lots, for example), email support@homeherald.ai.

Deleting a property

If a property was created in error (typo’d duplicate, accidental import line), open it, click Modify, and use Delete Property at the bottom. It’s permanent. Any unpaid charges on its ledger are voided (kept in the Audit Log), and a property with payment history cannot be deleted.

For real-world changes (lot consolidation, demolition), don’t delete - preserve the history instead. Update the address, move the resident out, and let the property persist as a record. If you genuinely need bulk cleanup, email support@homeherald.ai.

Where to go next

• Property statuses - Occupied / Unclaimed / Delinquent in detail
• Move-ins and move-outs - the right flow for ownership changes
• How the ledger works - for any change involving money