Skip to Content
PortfolioUnits & Lease Types

Units & Lease Types

Each unit has a lease type that controls which features appear. Set it when you create the unit — you can change it later without affecting historical data.

Adding a unit

From the property detail page, click Add unit.

FieldNotes
Unit nameA useful label: “Unit 1”, “Front apt”, “Ocean View Suite”, “Apt 2B”
Lease typeShort-term or Long-term
BedroomsOptional — for your records
BathroomsOptional — for your records
Square footageOptional — appears in reports
NotesInternal notes about the unit

Lease types

Short-term is for vacation rentals, Airbnb, VRBO, and any property rented by the night or week.

Features enabled for short-term units:

FeatureDescription
Booking platformRecord which platform the booking came from (Airbnb, VRBO, Direct, Booking.com, HomeAway, Other)
Check-in dateWhen the guest arrives
Check-out dateWhen the guest departs
Guest nameFor your records and the Today check-in list
Guest Welcome packetAuto-generated with WiFi, door code, house rules, and local info
Platform income filterFilter Money view by booking source

Short-term check-ins appear in the Today view on the day of arrival.

Changing lease type

You can change a unit’s lease type at any time from the unit detail page.

What changes: The features shown for that unit going forward.

What doesn’t change: Existing transactions. Historical credits with check-in/out dates remain as-is. Historical credits without booking fields remain as-is. Nothing is recategorized.

Deactivating a unit

You cannot delete a unit that has transactions — the financial history must stay intact.

To stop a unit from counting toward your billing plan without losing its history:

  1. Mark the property as Off Market or Sold
  2. This deactivates all units on that property
  3. They no longer count toward your plan’s unit limit

You can reactivate at any time by changing the property status back to Active.

Guest Welcome packet

For short-term units, Estavo generates a Guest Welcome packet you can share with arriving guests.

The packet includes:

  • Property address and directions
  • WiFi network name and password
  • Door code or lockbox combination
  • Check-in and check-out instructions
  • House rules
  • Emergency contact
  • Local recommendations (optional — you add these)

Access the packet from the unit detail page → Guest Welcome → Preview / Share link.

The share link is time-limited and doesn’t require the guest to have an Estavo account.

See Access Credentials for how WiFi passwords and door codes are stored and revealed.