Home / Guides / Property management / Unit-based billing rule setup / Checklist Process guide Readiness checklist Troubleshooting Unit-based franchise billing rule checklist for property management companies Use this checklist when setting up a recurring unit-based billing rule. It checks labels, price, cadence, quantity behavior, assignments, reminders, destination, and next-cycle readiness so the rule explains how future quantities enter billing before activation.
Start the checklist ↓ Prepare before reviewing Confirm the unit rule family, assigned franchises, billing cadence, and first eligible cycle. Write the unit label and quantity source that operators will recognize during recurring entry. Have the payment destination and readiness view available for the final configuration check. Industry context Property management groups coordinate portfolios, offices, service programs, and recurring work across many properties. Corporate operators need to distinguish a property assignment from the operating work reported for a period. Organize the review around property or branch ownership, configured units, effective price, open exceptions, and document requests so a manager can identify what is missing without browsing unrelated lease or resident details.
Continue in Granite Granite's unit-based billing rules connect quantity settings and assignments to future billing cycles.
Process guide Readiness checklist Troubleshooting