Full Guide PDF

Units

The Units module is the heart of Kooperacia. Every apartment, commercial space, or storage unit in the building is tracked here, along with its residents, fees, and associated documents.


Unit Grid View

The default view shows all units as a grid of cards, color-coded by status:

ColorStatus
GreenOccupied — at least one active resident assigned.
YellowPartially occupied — owner assigned, no tenant (or vice versa).
GreyVacant — no residents assigned.
RedHas outstanding balance (overlaid on any status).

Use the search bar at the top to filter units by number, resident name, or floor. Use the filter button to narrow results by entrance or floor.


Unit Details

Click any unit card to open its detail drawer with four tabs:

Overview Tab

Shows the unit's core information:

  • Unit number and floor.
  • Area (m²) and building type (apartment, studio, garage, etc.).
  • Entrance / Section assignment.
  • Current balance — the running total of unpaid fees and credits.
  • Quick links to Edit the unit or View Payment History.

Residents Tab

Lists all people currently assigned to this unit:

FieldDescription
NameFull name of the resident.
RoleOwner or Tenant.
ContactEmail and phone.
StatusActive, Invited (pending), or Inactive.

Assigning a Resident

  1. Click + Add Resident.
  2. Search for an existing contact or enter a new person's details.
  3. Assign the role (Owner / Tenant).
  4. Set the move-in date (used in fee proration calculations).
  5. Click Save.

The resident is notified by email. If they do not yet have an account, an invitation link is sent automatically.

Removing a Resident

Click the three-dot menu next to a resident and select Remove. A confirmation dialog appears. The resident's account remains intact — they simply lose access to this unit.

Transferring Ownership

When a unit changes hands:

  1. Remove the old owner (mark as Moved out with an end date).
  2. Add the new owner.
  3. Any outstanding balance remains linked to the unit — you can choose to transfer it to the new owner or write it off.

Fees Tab

Shows the monthly charges configured for this unit:

  • Base fee — fixed amount charged every month.
  • Per-m² fee — calculated from the unit's area × rate.
  • Custom charges — one-off or recurring special charges.
  • Fee template — if the unit uses an entrance-level template, this is shown here.

To override a unit's fee independently of the template, click Set Custom Fee and enter the amount.

Pets Tab

Track registered pets for the unit:

  • Add pets with type (dog, cat, other), name, and breed.
  • Some buildings charge a pet fee — if configured, the pet registration automatically adds the charge to the unit.
  • Useful for compliance with HOA pet policies.

Editing a Unit

Click Edit in the unit header to open the edit modal:

  • Change the unit number, floor, or area.
  • Reassign to a different entrance.
  • Change the unit type (apartment, garage, commercial).
  • Add or update notes (visible to managers only).

Unit Documents

Each unit has its own document area. Attach:

  • Ownership deeds
  • Rental agreements
  • Renovation permits

Residents can download documents marked as Resident-visible. All other documents are manager-only.


Bulk Operations

From the unit grid, select multiple units using the checkbox in the top-left corner of each card to:

  • Assign a fee template to all selected units at once.
  • Export unit data to CSV.
  • Send a notification to all selected residents.

Vacant Units

Units without residents still accumulate fees if they are assigned to an entrance with a fee template. A manager or treasurer can:

  • Mark a vacant unit as Fee-exempt (zero charges).
  • Assign the owner as the responsible party for fees even without an active resident.