Application details holds your management company's own information: its name and time zone, the primary contact, the defaults used when you generate tenant invoices, and the web address shared by your public pages.
To open it, click Admin in the sidebar, then Application details (under Organization). The page has three tabs: Account details, Billing defaults and Company web address.
You need permission to view application details to open this page, and permission to modify them to change anything. Without it, the fields are read-only and the Save buttons are hidden.
Account details
- Under Account, set:
- Account name — your management company's name as it appears across UnitConnect.
- Time zone — the time zone your company works in.
- Under Primary contact, fill in the main contact for your company: First name, Last name, Address line 1, Address line 2, City, State, ZIP, Country, Contact type, Phone, Mobile, Fax and Email.
- Click Save account details.
Billing defaults
Tenant billing defaults are used when you generate tenant invoices.
Click the Billing defaults tab.
Set:
- Billing day — the day of the month invoices are billed.
- Payment due day — the day of the month payment is due.
Both can be any day from 1 to 28, or None.
Choose a Bill template — the layout used for invoices. Click Preview to see a sample of the selected template as a PDF.
Classic 1 and Classic 2 are the layouts from the classic app. Modern 1 is the newest: your logo, the amount due with the figures that make it up, the current charges, a code your tenants can scan to sign in to the tenant portal and pay, and a payment slip.
Under Invoice Content, choose what your tenants see on their invoices:
- Lease expiration date — the date the tenant's lease ends, under Account Information. On unless you turn it off.
- Available credit — any credit the tenant has on their account, shown under Credits Applied when they have some. Off unless you turn it on.
These apply to every bill template, on printed and emailed invoices and on the invoice link your tenants open.
Click Save billing defaults.
Modern 1 and the Invoice Content choices are part of the new UnitConnect app. Invoices printed from the classic app keep their classic layout; with Modern 1 chosen, the classic app prints Classic 1. The classic app lists the templates as Bill Template 1, 2 and 3.
Company web address
Your company web address is the single address shared by your public pages, such as your rentals site and tenant portal sign-in page, in the form your-slug.unitconnect.com.
UnitConnect gives your company a web address from its name, for example harbor-view-realty.unitconnect.com, so tenant links work from the start. You can change it at any time.
Click the Company web address tab.
Enter a URL slug. Use lowercase letters, numbers and hyphens only.
Under Suggestions, UnitConnect offers slugs based on your account name (From account name) and short phrases (Creative names; click Shuffle for more). Click a suggestion to put it in the field.
Check the links under Public URLs — they show where your Rentals page and Tenant portal sign-in will be.
Click Save web address.
After you save, Public URLs shows Setting up while the secure address is issued, which usually takes about a minute. The page updates on its own and shows Active when the address is ready.
A slug can't be saved if it is reserved for UnitConnect (such as help, login or tenants) or if another company uses it or has used it.
Changing the slug changes every public URL, but links you've already shared keep working: your earlier addresses forward to the new one. An earlier address stays yours, so no other company can take it, and you can switch back to it later.
Turning each public page on or off is done separately, in the Tenant portal and Rentals & vacancy catalog sections of Admin.