Managing Properties


Accessing Properties

  1. From the Home page, select Properties under My Company.

Pivott website Properties tab.


Adding a Single Property

  1. Click Add Properties.
  2. Select Form.
  3. Enter the details in the fields provided.
  4. Click Save Property.

Close view of the adding a property form.


Bulk Adding Multiple Properties

  1. Click Add Properties.
  2. Select Spreadsheet.
  3. Follow the steps in Pivott:
    • Click Download Template to get the spreadsheet.
    • Enter your data into the template.
    • Click Upload Spreadsheet.
    • Review your properties in the modal preview.
  4. Click Save Properties.

Close view of the add multiple properties by Spreadsheet function.


Editing a Property

  1. Locate the property you want to edit.
  2. Click the Edit icon.
  3. Make your changes and click Save Property.

Close view of the editing a property details function.


Viewing Property Details

  1. From the Properties page, select a Property from the list.
  2. Click the Property to open, and you'll be able to access the Property's associated Contracts, Vendors, Spends, and Reminders tabs.

When Contracts are added they are associated with properties. To learn more see Adding Contracts

Close view of the Property Details page.


Troubleshooting

Can I delete a property?

Properties cannot be deleted through the Pivott interface. To remove a property, please contact us at help@pivott.io or reach out to your Pivott account manager.