Units

Units are how you can use Edgewise's advanced inventory management system for your projects. These are individually addressable units in a project (community or building). A unit can also be assigned to a lot. Units support reservations and offers/online negotiations.

Adding a new unit

  1. Select the project in the left hand navigation column.
  2. Choose the “Project” tab and click “Units”
  3. Click “New Unit” and enter unit details. Supported detail fields are below:
FieldDescriptionRequired
Unit TitleUnit title that will be seen by potential buyersYes
PlanThe relevant floor plan (learn how to add a floor plan here)Yes
PriceList priceYes
LevelUnit’s levelNo
LotIf you have lots created, you can assign a unit to a lot here.No
StatusUNRELEASED - available to sell, but not public
AVAILABLE - open for reservations/offers
RESERVED - reserved by buyer
PENDING - sale is pending
SOLD - agreement of sale is signed
Yes
Construction PhasePreset list of options for different construction phasesNo
Estimated Delivery DateEstimated delivery dateNo
Listing DateDesired listing dateNo
Project PhaseCustom project phase if set up in project settingsNo
AddressA unit address is optional, but all fields are required if you do add an address (eg. no "partial" addresses) as it will ensure accurate geocode (lat/lng). Leave all fields blank to ensure no address is associated with the unit.No
DescriptionA marketing description for the unit visible to buyersNo
MLS IDMLS listing IDNo
  1. You can easily export your inventory list to perform analyses or create custom summaries (automatically generated summaries are available in the Reports tab).
  2. To change Status, Construction Phase, and Estimated Delivery Date for multiple units at once, you can use the Bulk Edit button to select the units requiring updates.