{"id":7690,"date":"2025-08-14T08:35:57","date_gmt":"2025-08-14T00:35:57","guid":{"rendered":"https:\/\/blog.facilitybot.co\/blog\/?post_type=knowledgebase&#038;p=7690"},"modified":"2025-08-14T08:35:57","modified_gmt":"2025-08-14T00:35:57","slug":"leases","status":"publish","type":"knowledgebase","link":"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/leases\/","title":{"rendered":"Leases"},"content":{"rendered":"\n<h3 class=\"wp-block-heading\"><strong>Introduction<\/strong><\/h3>\n\n\n\n<p>FacilityBot now includes a <strong>Leases<\/strong> module that allows facility managers to track and manage tenancy-related agreements. This feature is especially useful for managing lease contracts with tenants, owners, or other stakeholders.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Leases\" width=\"1170\" height=\"658\" src=\"https:\/\/www.youtube.com\/embed\/sTqANZYwwbQ?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>With the Leases feature, users can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Track lease details (such as lease numbers and associated assets)<\/li>\n\n\n\n<li>Attach supporting documents (e.g., PDFs of lease agreements)<\/li>\n\n\n\n<li>Set up automated renewal reminders<\/li>\n\n\n\n<li>Customize lease fields to suit their operational needs<\/li>\n\n\n\n<li>Import lease data via CSV\/Excel<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>To use the Leases feature:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Log in to the <strong>FacilityBot Web Portal<\/strong>. Navigate to <strong>Features \u2192 Leases<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXduGdyHKHE3nDoIJG2bMQftHSZYH0T7tkfChHHb0WZcVwUjx2r3NGe5J3yJzJUU9PDHaz9IanqPeJQVtTHTCFkeqvZ5akc9kWXjdY_xY0WZ48DxZtAaf9kLslEVJFgS2sdcIbSD?key=V6iVLIaT9NFmLuW3bsd5Fw\" alt=\"\"\/><\/figure>\n\n\n\n<p>From here, you can view all existing leases or begin configuring and creating new ones.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Customizing Lease Fields<\/strong><\/h2>\n\n\n\n<p>You can add custom fields to track additional lease-related data. These can be text fields or date fields.<\/p>\n\n\n\n<p>To customize fields:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>Features \u2192 Leases<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXdeK69HuHiD1wOv9TD3l-RpLd-4115qAGQK9yC_Qc_jRlzc1O7Ez4Wl0XulYY75MLRW51RMIpS9X1xRfa7dNCsnlSa3IHAYR7pRlnR0_e8JDnCmD7Iov8hpqzEK9KOONULLWUVmhw?key=V6iVLIaT9NFmLuW3bsd5Fw\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on the <strong>three-dot menu<\/strong> at the top right. Select <strong>Manage Leases<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXcufLJgwrXLEbHoqyJKNnTM39l-xlc039pFfQc7cO-wTW7_lJGNy9rrhQf1ruJ8qW5sro1HpzIRdZj9RRlKVGGQErLKjhbayl_Rs5chPO0dSqFM7Z8QLNHdaIk1q4ezezfhFL7Y?key=V6iVLIaT9NFmLuW3bsd5Fw\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In the configuration page, click <strong>+ Add Field<\/strong>. Choose the field type (Text or Date), and name it accordingly.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXeLwBwkgdIbSg7eG9X5DrzK6jIFHAchjvu53VhxqP5IYV7fdnbN79qKoJAzPSCm1D1VZX1xbi-Ig3bL0hV2eRf2vKyDvK5HBi7g_H1xvD05L0yXUQDdRMsjKa-JPvr4qPNpSJrNnw?key=V6iVLIaT9NFmLuW3bsd5Fw\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use the pencil icon to edit the field name or the bin icon to delete it. Click <strong>Save<\/strong> once done.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXeUjdlIEy8MB8oRBiyNy-uT7IJkHuyNDShrxTregUW9CB2e2Su07NppuK5StQmxXzrtfACWggPejkqeR1IS8iXE39FKgk88oL74DN0Ypo5gZIWEA9uqpWLmuUC3wngdFNnBTedQrA?key=V6iVLIaT9NFmLuW3bsd5Fw\" alt=\"\"\/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Creating a New Lease<\/strong><\/h2>\n\n\n\n<p>To manually add a lease entry:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>Features \u2192 Leases<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXdeK69HuHiD1wOv9TD3l-RpLd-4115qAGQK9yC_Qc_jRlzc1O7Ez4Wl0XulYY75MLRW51RMIpS9X1xRfa7dNCsnlSa3IHAYR7pRlnR0_e8JDnCmD7Iov8hpqzEK9KOONULLWUVmhw?key=V6iVLIaT9NFmLuW3bsd5Fw\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click <strong>+New<\/strong> on the far right.<br><\/li>\n\n\n\n<li>Fill in the lease details:<br>\n<ul class=\"wp-block-list\">\n<li><strong>Lease description<\/strong>, <strong>lease number, lease rate<\/strong><\/li>\n\n\n\n<li><strong>Upload the lease document (PDF)<\/strong><\/li>\n\n\n\n<li><strong>Link to an asset, customer, or add a location tag and lease labels<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXfRt4Vu2BkQvcoD0AaSCq6RhYDHm9sXAy_AWa_J3Aqnh3aD3XrHuuizPueIqUxNoP5xnsiVzm3l_1If9uHEs3pU_4OZoiLlMVqoWFgfh6jh2Rx6v0kakyCSI2o1u5K0jn11RSRx?key=V6iVLIaT9NFmLuW3bsd5Fw\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>To receive automated renewal alerts:<br>\n<ul class=\"wp-block-list\">\n<li>Toggle <strong>Enable Renewal Reminders<\/strong><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXe8Yu-uLnExS4n8Z7Hy-akROEcHKnQc4LvJLQDBXqNrOpf9QmfZG08AgrFdRdr-YGa6FRK2XYYjWRNOF--z7vlSXFU3l2K3pgof_-5s1VxV9qAHWbaTP7MtMHEwWGbmYkC568kjiA?key=V6iVLIaT9NFmLuW3bsd5Fw\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enter the <strong>renewal date. <\/strong>Add <strong>email addresses<\/strong> for recipients of the reminder. Select one or more <strong>days before the renewal date<\/strong> to trigger the alert.Once all fields are completed, click <strong>Submit<\/strong> to save the lease.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXcfaEe2zXq6KAmIsvCIlvHMPVpLCo_L3Wrm0ROz0Fh7XXqzohj8vUeCwU24RstMJXL_NVLwBbTf06Kr0CKIxaiqeHqe7Id5i8C6lb949Ut3qwy23-srFf6dYwgqlKWnA0fMR80N?key=V6iVLIaT9NFmLuW3bsd5Fw\" alt=\"\"\/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Importing Leases via CSV\/Excel<\/strong><\/h2>\n\n\n\n<p>Facility managers can import lease records in bulk through a CSV or Excel file.<\/p>\n\n\n\n<p>To import:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click the <strong>three-dot menu<\/strong> in the Leases module. Select <strong>Import CSV<\/strong>.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXcufLJgwrXLEbHoqyJKNnTM39l-xlc039pFfQc7cO-wTW7_lJGNy9rrhQf1ruJ8qW5sro1HpzIRdZj9RRlKVGGQErLKjhbayl_Rs5chPO0dSqFM7Z8QLNHdaIk1q4ezezfhFL7Y?key=V6iVLIaT9NFmLuW3bsd5Fw\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Download the <strong>template file<\/strong> and follow the provided formatting tips.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXfK9dxDCk6q8ZBce7L1E-q6KFTl81P7BuP-cwbQb_ZymgwJWY_UZSlyTA62P8JW-3Ra_p_9BcNjcfEr5JVWQNcP9lVoAI7fKQHAWJFXP3z2PjJRcVNq6b6HOPjmlng3dziS2Dm2Sg?key=V6iVLIaT9NFmLuW3bsd5Fw\" alt=\"\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXeFXul7mP1ZCweYWLBKT9XECVFof5jw2ASByvI2Ckhrc-Y-r4t43bwm4v-fDEgNwPaebXTdXwzPANFjso7lhjiSl1CQ7g3BWJPK1LQiD8g5XrR4x7EH8QbMDQJ_Dzv9ZCI5JSoeDQ?key=V6iVLIaT9NFmLuW3bsd5Fw\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Once your file is ready, upload it using the provided file upload button. FacilityBot will automatically process and populate the lease records.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXelA2ZNBE0TZtmloCP3X9KMnWK55HqhwCIRIJPEOS-yxpXIvkT98nq248Xbfe5slug45BjsorfUokFUDNkorCrIIyNRuSPEv_PY752jsgJbIVM_st4USaaS4jylIcqqK-X4tpuCAQ?key=V6iVLIaT9NFmLuW3bsd5Fw\" alt=\"\"\/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Viewing Lease Data<\/strong><\/h2>\n\n\n\n<p>The Lease Statistics aggregate the lease information.<\/p>\n\n\n\n<p>To view lease data:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>Features \u2192 Leases<\/strong>. Click View Lease Data.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXdeK69HuHiD1wOv9TD3l-RpLd-4115qAGQK9yC_Qc_jRlzc1O7Ez4Wl0XulYY75MLRW51RMIpS9X1xRfa7dNCsnlSa3IHAYR7pRlnR0_e8JDnCmD7Iov8hpqzEK9KOONULLWUVmhw?key=V6iVLIaT9NFmLuW3bsd5Fw\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>This data can be filtered by <strong>Date Range<\/strong> and who it is assigned to.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/lh7-rt.googleusercontent.com\/docsz\/AD_4nXeti6kNw5A8IkmxJBch-8wrJ06-J0u4n67jA8NHWf3qqKqjnFaNq9iwhy3N1FQTF7NYhLsANDToNMRV1JkbulfPBeDCtDSI9UggH8q3lUh8KdcOX06nRBk9C2Ih_MLuAUPFQWarzg?key=V6iVLIaT9NFmLuW3bsd5Fw\" alt=\"\"\/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>The Leases feature empowers facility managers to streamline the tracking and administration of lease agreements across multiple locations or tenants. Custom fields, document uploads, and automated reminders help ensure nothing is overlooked\u2014making lease management more efficient, transparent, and reliable.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction FacilityBot now includes a Leases module that allows facility managers to track and manage tenancy-related agreements. 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