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Cleaning up properties

Merge properties stored twice, undo a merge, and archive or restore properties that look inactive.

When you connect both Breezeway and a PMS, the same place can end up stored twice: once as a Breezeway property and once as a PMS listing. The Cleanup tab helps you merge them and tidy up properties nobody uses.

Open the Cleanup tab

Go to Properties and click Cleanup. The tab shows a count of what needs a look. It shows only to people who can edit properties, and only when there's something to review.

The tab has two sections: Properties stored twice and Properties not in use.

Properties stored twice

Ready to merge

These are pairs Accountable is confident about, such as a matching listing code or the same address. Each pair says why, and they're ticked by default.

  • Click Merge on one pair.
  • Or click Merge all to merge every ticked pair at once.

Each Breezeway property gets its PMS listing, and the other copy is archived. If the addresses don't agree, for example different zip codes or street numbers, you're asked Are these the same place? first.

A merge moves the work orders, charges and costs onto the property you keep. Rules stay on the kept property.

Pick by hand

These are PMS listings Accountable couldn't pair on its own. Each has a searchable picker of Breezeway properties, with the likeliest one first and already picked.

  • Click Merge to merge the picked pair.
  • Click Not in Breezeway to take the listing off the list. Click Undo to bring it back.

Listings that look inactive are listed apart. Click Review them to archive them or mark them active.

Merged

Every merge is listed with who did it and when. Click Undo to split a merge back into two properties.

Properties not in use

Looks inactive

Properties with no recent activity are listed with the reason. For each one:

  • It's active: keep it as it is.
  • Archive: after you confirm, it leaves Properties and every picker. Its charges, work orders and history stay as they are.

Archived

Archived properties are listed with the date. Click Restore to bring one back. A property that was merged into another says so; undo the merge under Merged to bring it back.

Merges, undos, archives and restores are all recorded in the Activity log. See Activity log.

Need a hand? Email support@accountablevr.com