How do I add/ edit/ remove property insurance to/ from my property?

Financials section includes the information about property insurances: homeowners insurance, flood and earthquake insurance, property loans; amount, interest%, loan type, start/end loan date and bank, and property purchase information; purchase price, depreciable years and annual depreciation:

Please note!
Financials section is available starting with the Starter plan.

In order to add property insurance information, please go to the “Properties“ page on the left side menu and click “View“ on the desired property:

Select the “Financials“ tab and click “ + add“ on the Insurance section. Fill in all required fields and press the “Create“ button.

Please note!

You can add up to 10 insurance policies.

Insurance can be added just for a property, but not for a unit.

To edit previously added property insurance information, hover on the insurance record and click on the “Edit” option. Enter the necessary information and press the “Update“ button to save the changes:

If you would like to remove the current property insurance information, hover on the insurance record and click on the “Delete“ option and confirm this action:

This might be helpful:

How do I edit a property?

 

 

Last updated:
Sep 23, 2021