🏢 Keep each property's name, address, description and data fields current, star the ones you look after, and keep the energy certificates with the buildings.
You need the Editor role or higher to edit a site. Deleting one needs Admin or Owner.
Edit the site card
Open the site and its full card from the floor selector's menu, Open site detail card, or from the Sites list under Organization settings.
Click the name at the top to change it. Under Address, type the address and pick a suggestion, or choose Switch to GPS coordinates input and paste coordinates. Write a Description.
Fill in the site's data fields. Edit data fields in the three-dot menu, for Admins, sets which fields every site carries. See Create data fields.
The card also lists the site's Buildings, areas, assets, work orders, inspections, members and attachments.
Star the sites you look after
Click the star in the site's header, or in the Sites list, Add to my sites. Starred sites come first in the site and building selector, are a filter in every list, and can limit your email notifications. The star is yours; it does not change what others see.
Fetch energy certificates in Sweden
Energy certificates are kept on each building, from Boverket, the Swedish housing authority.
Open the building card and, under Boverket data, click Add energy certificates.
Enter the Municipality and the Property identifier, the property designation, and click Get latest energy certificates.
For each building, pick the right Certificate from the list. The card then shows the certificate id, energy class, energy performance and primary energy number, with the issue date.
Update information in the section's menu fetches the latest figures again. The Sites list has a column for each of these values.
Delete a site
In the three-dot menu on the site card, choose Delete site. Every building, floor, asset, work order and file on the site goes with it.
If it doesn't work
No energy certificates found
Check the municipality and the property designation against the deed. Certificates exist for buildings in Sweden only.
The address search finds nothing
Switch to GPS coordinates and paste the position from a map service.
