Six steps from address to first statement

Guided building onboarding

Set up a building in six steps: basics, manager, address, share calculation, expense categories and access details.

https://domera.cy/dashboard/buildings
Buildings grid with an 'Add building' button and four building cards with health scores, one flagged '1 unit missing'

Outcome

Each step validates before the next opens, so a building cannot reach its first expense without an allocation method and categories.

In practice

Why teams use this feature

What managers and committees tell us it changes in the monthly routine.

  • Six steps: basics, manager, address, share calculation, categories, access

  • Validation per step

  • Company-level categories and allocation rules applied to the new building

  • Steps: basics, manager, address, share calculation, categories, access

  • Address autocomplete and map location picker

  • Opening balances per unit imported from CSV

  • Default expense categories proposed, editable later

How it works

What this feature does

Add a building through a six-step wizard: basics (name, type, units), manager, address with autocomplete and map location, share calculation (allocation methods), expense categories, and access (door and key codes). Each step validates before the next. What comes out is a building whose units carry their shares and whose categories carry their rules, so the first expense allocates correctly.

01

What has to be true before the first expense?

Every unit exists with its ownership share (and square metres, floor and elevator share where a rule needs them); every expense category has an allocation rule; the building has a manager. The wizard asks for exactly these, in order, and does not move on with a required field empty. A card flagged '1 unit missing' is a building whose declared unit count has not yet been reached.

02

The six steps

Basics: name, type (apartment block, house and others), unit count. Manager: the person in charge. Address: street, town, country, with autocomplete and a map pin. Share calculation: the allocation method per category — ownership share, square metres, equal, per floor, elevator share, custom. Categories: the company's list, applied to the building. Access: door and key codes for contractors.

03

Where do the shares come from?

From the document your country uses. In Cyprus, typically the shares in the title deed (often in thousandths); in Germany the Miteigentumsanteile in the Teilungserklärung; in Greece the χιλιοστά in the σύσταση οριζόντιας ιδιοκτησίας. Enter them per unit and check that they total 100 % before continuing. Confirm the shares against the registered document; the engine allocates what you record.

04

What a manager sees after the last step

The building's overview with empty common and reserve fund cards, and a settings area with the tabs the wizard filled — basics, address, banking, team, committee, categories, share calculation, reserve fund, recurring expenses, opening balances. Next: add the bank account by uploading the IBAN certificate, enter opening balances per unit, create the recurring templates. Everything set in the wizard is editable there later.

In the product

See it on the screen

https://domera.cy/dashboard/buildings

The address becomes a pin

Map view of the buildings list with four pins around Nicosia, a health legend (excellent, good, fair, attention) and filters for city, unit count and insurance

Related

Keep exploring

  • AI building assistant

    Ask about any building, owner or balance in plain language; the Domera assistant answers from your company's own records.

    Learn more
  • Smart allocation engine

    Allocate every common expense by ownership share, floor area, equal parts, floor level, lift share or a custom rule.

    Learn more
  • Owner portal transparency

    Owners sign in and read their own units' statements, balances, payments, documents, compliance status and meetings.

    Learn more

FAQ

Frequently asked questions

More answers on the full FAQ page.

Can we onboard buildings without custom training?
The wizard asks for each field in order and validates per step, so a colleague adding their first building is led through the same six steps as an experienced manager.
Does onboarding include allocation and category setup?
Yes. Share calculation (the allocation method per category) and expense categories are steps four and five, so the first expense allocates correctly.
Is location capture included?
Yes. The address step offers autocomplete and a map pin; the building then appears on the portfolio map.

Start with one building

Ready to put the building's books in order?

Start the 14-day trial, add the first building and run one month through it. Import the owners, post the invoices, issue the statements.

  • 14-day free trial
  • No credit card required
  • Cancel any time