Create your management company:
Go to companies and click Add new.
Add your company data:
Add properties to your company:
2. Create your owners and contracts
2.1 Contract template:
In Hostify you can create a template for a group of contracts, if you have the same calculation rules.
Go to Owners → Contract template and create the template that you need:
Basic explanation how the contracts works, and you could adjust in them pls see this article—Owner statments
If you want to import your owners in our system, and automatically create a contract you need to have templates set up.
2.2 Import owners
2.2.1 File extension requirements
You already set up the templates, now you can easily import your owners, create contracts on bulk, and assign properties to the owners you need to.
Import file requirements:
The file should be .csv with UTF 8 encoding. If you have Excel file, you need to Save it as CSV file:
To save an Excel file as a CSV UTF-8 file with comma separation, follow these steps:
Open the Excel file you want to save.
Click on File in the top-left corner of the Excel window.
Select Save As from the menu.
Choose the location where you want to save the file.
In the Save as type dropdown menu, select CSV UTF-8 (Comma delimited) (.csv)*.
Enter a name for your file.
Click on Save.
This will save your Excel file as a CSV file encoded in UTF-8, with values separated by commas.
To save a Google Sheet as a CSV UTF-8 file with comma separation, follow these steps:
Open the Google Sheet you want to save.
Click on File in the top-left corner.
Select Download.
Choose Comma-separated values (.csv, current sheet).
2.2.2 File data requirements:
If you have one and the same owner, but with different contract templates, our system will create one owner and multiple contracts, but your owner name, phone, and email should match.
IMPORTANT: If one owner has more than one property, add property nicknames separated with ";"
When your file is filled up, you need to import it into Hostify system:
‼️After the upload is finished you will receive email with the report of the imported data and errors that could appear—no listing, no template etc—that you can check and handle.
2.3 Create your owner's and contracts form Hostify
2.3.1 Create owner
Go to Owners → Add new
Fill the data that you need for your owner (not all fields are mandatory, just those that you need).
Emails → Email → if your owner has access to his statements via Hostify, email should be the same as the user email. If your owner does not have access via the Owners' portal, but you require him to have, contact our team.
Email and Additional emails are emails that will receive statements when you send them to owners.
2.3.2 Create your contract
GO to contracts Add New
After your owner is created, you need to create a contract and assign properties. You could use contract templates, or create your own contract.
‼️Creating a proper contract is needed so your management commission and owner revenue feet your needs, please read the article Owner statements ‼️