Know the property
Keep clients, Properties and Units connected. See recorded use, floor areas and the Cases associated with each location.

PROPERTY & BUSINESS RATES WORKSPACE
Connect your Properties, Units, inventory and casework in one place. See what is recorded, what supports it and what needs attention.

Keep clients, Properties and Units connected. See recorded use, floor areas and the Cases associated with each location.
Track goods, ownership and stock movements alongside photographs, purchase records and delivery documents.
Bring evidence, actions and dates together. Prepare a saved report version for review, approval and export.
VISUAL INVENTORY
Keep a visual record of the goods in a Unit, from crates of cleaning materials to office equipment. Connect items with their owner, location and movement history.
FROM PROPERTY TO REPORT
Keep the people, places and supporting documents together as the work progresses.
Connect clients to Properties and Units. Keep physical spaces distinct from rating assessments.
Add inventory movements, photographs and source documents. Track actions and important dates in the Case.
Review the supporting material and prepare a saved report version. Approval and issue remain separate steps.
Property teams and rating advisers who need to organise commercial property records, inventory and evidence-led casework. The initial workspace is focused on England.
A Property is the physical building. Units describe the spaces within it. Cases bring together the relevant work, evidence and reports; rating assessments remain distinct records.
Occupied describes recorded inventory presence, Tenanted describes company occupation, and Vacant describes a recorded empty Unit. Relief information is separate. These operational labels are not a legal determination of rateable occupation or entitlement.
SEE IT IN CONTEXT