Create Rental Unit
Create a new rental unit in 6 steps and make it immediately available for the rental process.
You create a new rental unit using the wizard — from property assignment to energy data. The required fields are limited to property, unit type, and name; all other details can be added later.
Prerequisite: Before creating a rental unit, the corresponding property must already exist in the system. If not, create it first under Properties.
Common Tasks
- Create a new rental unit
- Auto-read energy certificate data
- Edit a rental unit after creation
- Create a listing for the new unit
- Delete a unit
How to
Create a new rental unit
- Open the property under Properties and switch to the Rental Units tab.
- Click Create Rental Unit.
- Follow the 6-step wizard.
Step 1 — Property and unit type
Select:
- Property: which property this unit belongs to — e.g., "5 Sample Street, Berlin"
- Unit type: apartment, house, studio, room, shared room, furnished/temporary, or parking
Step 2 — Basic data and size
- Unit name (required): e.g., "Apartment 2A" or "Ground floor left"
- Unit number (optional): e.g., "2A"
- Living space (m²): total area including all rooms — e.g., 78.50 m²
- Usable area (m², optional): excluding balconies and cellar — e.g., 72.00 m²
Step 3 — Rooms and floor plan
- Number of rooms: total room count — e.g., 3.5
- Bedrooms: count — e.g., 2
- Bathrooms: count — e.g., 1
- Floor level (optional): basement, ground floor, 1st floor up to 5th floor or higher
Step 4 — Amenities (optional)
Select all that apply:
- Balcony, terrace, garden
- Elevator, cellar, fitted kitchen
- Parking, garage, wheelchair accessible
- Guest toilet, internet, alarm system, sauna, pool, air conditioning and more
Flooring: parquet, tiles, laminate, carpet, vinyl, stone, concrete
Step 5 — Energy and heating (optional)
- Heating type: stove, central heating, floor heating, district heating
- Energy certificate type: demand or consumption certificate
- Energy efficiency class: A++ to H
- Primary energy source: gas, oil, geothermal, district heating, solar, wood pellets, electricity, coal
- Valid until (date)
Step 6 — Parking (optional)
- Garages
- Outdoor parking spots
- Underground parking spots
- Carports
Auto-read energy data
In the edit mode of an already created unit, you can upload an energy certificate document in the Energy and Heating section.
What Locari automatically does: The document is analysed and values such as energy efficiency class, heating type, primary energy source, issue date, and valid-until date are automatically filled into the form. What you decide: Review the extracted values and correct them if needed before saving.
Edit rental unit
- Open the rental unit.
- Click the pencil icon (top right) to enter Edit mode.
- Change the desired fields.
- Click Save — the change appears immediately in the history.
All fields are editable at any time, except the property assignment after creation.
Views and Fields
Reference: unit types
The following types are available when creating a unit:
- Apartment (apartment)
- House (house)
- Studio (studio)
- Room (room)
- Shared room (shared_room)
- Furnished / temporary (furnished_temporary)
- Parking (parking)
Reference: required vs. optional fields
Required fields (must be filled in when creating):
- Property
- Unit type
- Unit name
Optional fields (can be added later):
- Living space, usable area
- Rooms, bedrooms, bathrooms, floor level
- Amenities and flooring
- Energy data
- Parking
- Notes
History and Changes
Every change to the rental unit is recorded under the History tab — with actor, timestamp, and the field that changed. Recording starts with creation ("Rental unit created") and is retained as long as the unit exists in the system.
Deleting a rental unit permanently removes master data, history, and linked documents. Create an export or note before deleting if you need to retain any information.
Permissions and Multi-select
- Visible to: all team members of the owner account.
- Create and edit: all team members.
- Delete: only administrators — the action is irreversible.
- Manage multiple units: Rental Units overview — all units for a property, filter by type, direct access to individual units.
After Creation
The rental unit is created and ready for the rental process:
- Create a Listing (Create listing) — where you set rent amount, deposit, and lease terms.
- Define Criteria for applicants (Criteria).
- Activate AI Communication (AI Communication).