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Estate overview

Opening an estate lands you here: the dashboard for one estate. It shows the estate’s key metrics and its list of sites, and it’s the junction from which every other estate page is reached.

  • Open a site — the heart of daily work. Pick a site to see its details and floor plans.
  • See the map — Estate map shows every site placed geographically.
  • Manage people — Users & Access controls who can see and change this estate.
  • Files — documents that belong to the estate as a whole (leases, policies, surveys) live in Estate files.
  • Settings — rename the estate, adjust its details, and configure estate-wide options in Estate settings.

A site is a place with an address — a school, a depot, an office building. If you’re deciding how to split an estate up: things that get visited together belong in the same site.