Under Properties you manage your buildings and real estate. Each property is the container for one or more rental units — only once a rental unit exists can you publish a listing.
What Locari does automatically: Validate the address via geocoding, read energy certificate PDFs and transfer key values (efficiency class, primary energy demand) directly into the fields. What you decide: Review the data, make corrections, and manually enter monument protection status and acquisition date.
Common Tasks
- Create a new property
- Change address and property type
- Upload and extract energy certificate
- Add a rental unit to the property
- View a property's history
- Delete a property
How to
Edit a property
- Open the property via Properties in the left navigation.
- Click Edit in the top right (desktop) or open the three-dot menu (mobile).
- Change the name, type, address, or building details — e.g. update the construction year from "1978" to "1979" for Müller GbR.
- Click Save. Locari logs the change in the history.
Upload an energy certificate
- Open the Overview tab of the property.
- In edit mode, expand the Energy & Heating section.
- Drag the energy certificate PDF into the upload zone — Locari reads the efficiency class, primary energy demand, and expiry date automatically.
- Review the values and save.
What the AI does: Analyse the energy certificate PDF and populate fields such as efficiency class (e.g. "C"), primary energy demand (e.g. 142 kWh/m²a), and issue date. What you do: Review the extracted values and correct any discrepancies — particularly for older or poorly scanned certificates.
Views and Fields
Overview tab
The property detail page shows:
- Name — internal identifier, e.g. "Sample Street 12, Berlin"
- Property type — apartment building, single-family home, office building, mixed-use, and more
- Address — street, house number, postal code, city, country (DE / AT / CH / FR / GB), region
- Construction year and number of floors
- Acquisition date — when you acquired the building
- Monument protected — checkbox
- Description and internal notes
- Energy values — heating type, certificate type, primary energy demand (kWh/m²a), efficiency class, expiry date
- Linked contacts — property managers, caretakers, etc.
Rental Units tab
List of all units in this building with floor area, type, and occupancy status.
Documents tab
Files (e.g. land registry extracts, site plans) attached directly to the property — with a badge showing the total count.
Tasks tab
Open to-dos for the property (e.g. "Schedule heating maintenance") — badge shows open tasks.
Notes tab
Internal comments for the team — not visible to applicants or external parties.
Audit and History
The History tab records every field change chronologically: which field, old value, new value, timestamp, and who made the change. The property_data_changes table is immutable — retroactive edits to the history are not possible.
Retention: History data is retained for the lifetime of the property. When you delete the property, the history and all rental units are permanently removed.
Deleting a property also removes all linked rental units and history data — this action cannot be undone.
Good to Know
Editing multiple properties at once is not supported — each property is managed individually.