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- Property Valuation System
- Data model
The tables behind Property Valuation System
Property Valuation System ships with 11 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 11
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Property context
Units and Parties identify the spaces and people behind operating records.
Valuation evidence
Comparable sales links to Leases; valuation adjustments links a comparable to a Units record and reviewer in People.
Agreements and billing
Leases connects a unit and tenant; Charges records period amounts for that agreement.
Collections
Receipts identifies the tenant and payment; receipt allocations connects it to Charges.
Service and access
Service requests links a unit, requester and assigned People record. People links to Users.
Every table, by feature
- Comparable sales3
- Valuation adjustments4
- Units and parties4
- Leases and charges4
- Receipts and allocations5
- Service requests4
- Shared and settings1
- Comparable sales
Comparable market sale evidence supporting a valuation.
Linked to Leases - Leases
Lease agreements between a unit and a tenant.
Linked to Units, Parties - Units
Rentable units and their occupancy status.
- Valuation adjustments
Reviewed adjustments applied to a comparable for a unit.
Linked to Units, Comparable sales, People - Comparable sales
Comparable market sale evidence supporting a valuation.
Linked to Leases - Units
Rentable units and their occupancy status.
- People
Staff and reviewers who own property operations and valuation work.
Linked to Users
- Units
Rentable units and their occupancy status.
- Parties
Owners, tenants, applicants and buyers connected to units and leases.
- Leases
Lease agreements between a unit and a tenant.
Linked to Units, Parties - Service requests
Maintenance and service work raised against a unit.
Linked to Units, Parties, People
- Leases
Lease agreements between a unit and a tenant.
Linked to Units, Parties - Charges
Period charges billed against a lease.
Linked to Leases - Units
Rentable units and their occupancy status.
- Parties
Owners, tenants, applicants and buyers connected to units and leases.
- Receipts
Tenant payments received and confirmed.
Linked to Parties - Receipt allocations
Allocation of a confirmed receipt against specific charges.
Linked to Receipts, Charges - Charges
Period charges billed against a lease.
Linked to Leases - Leases
Lease agreements between a unit and a tenant.
Linked to Units, Parties - Parties
Owners, tenants, applicants and buyers connected to units and leases.
- Service requests
Maintenance and service work raised against a unit.
Linked to Units, Parties, People - Units
Rentable units and their occupancy status.
- Parties
Owners, tenants, applicants and buyers connected to units and leases.
- People
Staff and reviewers who own property operations and valuation work.
Linked to Users
Keys and references
Use the record references as the source of identity. A comparable’s operational record points to Leases, while its comparable number identifies the sale evidence. An adjustment’s adjustment number identifies the separate judgment in valuation adjustments. The adjustment’s Unit and Comparable must refer to the intended pair. A receipt allocation’s Receipt and Charge connect an amount to a specific bill. Keep existing source numbers in their named number fields during migration and check duplicates before creating new records.
Migration order
- Load Users and People, then Parties and Units with stable property identifiers.
- Load Leases with Unit and Tenant references, then Charges for each lease.
- Load Receipts and receipt allocations after tenant and charge links are checked.
- Load service requests with unit, requester and assignee links.
- Load comparable sales against the intended lease, then valuation adjustments against the intended unit, comparable and reviewer.
- Compare calculated balances and values with the source records before staff use the new views.
Set up Property Valuation System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.