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How to Use Property Management to Track Facilities and Real Estate

Property Management tracks the real estate and facilities your organization owns or uses: buildings, land, rental units, campuses. Each property carries its own appraisals, financials, leases, offers, and permits.

It has its own Property Management section in the left menu, holding Properties, Renters, Leases, Appraisals, Permits, and Property Maintenance. If you do not see it, it is switched off in your team's menu settings.

Adding a Property

  1. Go to Property Management > Properties.
  2. Click Add New. Argenta creates the property and opens the Property Workspace.
  3. Fill in Property Details. Only Property Name is required, so you can create the record now and fill in the rest as you gather it.
  4. Save.

What Property Details Holds

  • Property Name (required), Property Description, and Builder
  • Property Address, City, County, State, and Zip Code
  • Status, Property Type, and Property Category, all your own lists
  • Date Purchased and Year Built
  • Lender, Insured By, Warranty Available, and Warranty Provider
  • Assigned To Team Member, whoever looks after this property

The Property Workspace

  • Property Details - the record itself
  • Connections - links to related records
  • Appraisals - valuations over time, rather than a single value field
  • Financials - the money side of the property
  • Leases - agreements on this property
  • Offers - offers made or received, for property you are buying or selling
  • Permits - permits tied to the property
  • Property Files - deeds, titles, insurance policies, inspection reports, floor plans
  • Property Notes - internal notes
  • Record Permissions - who can view or edit

Valuation Is a History, Not a Field

There is no single current-value box on Property Details. Value lives on the Appraisals page, where each appraisal is its own record. That is deliberate: it keeps the history of what the property was worth and when, which is what an auditor or a board asks for.

Maintenance and Renters

Maintenance is its own list at Property Management > Property Maintenance rather than a tab inside the property, so you can see all outstanding work across every property at once. Renters and Leases work the same way, as their own lists, which is what you want when a lease is coming up for renewal and you are looking across the portfolio rather than at one building.

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