The Property Management feature helps you see and manage your property. You can find your parcels, lots, buildings, and suites all in one place. This feature comes with the Elevate version. If you would like to get this new feature, you can contact your CivicPlus Customer Success Manager.
Filter and Search for a Parcel
Sign in to your site
Go to Asset Management, expand Property Management, and select Search:
Use the Search field. Type what you are looking for. The system will then show you properties that match your search in the fields listed below:
Street Address
City or Town
Building ID
Suite ID
Parcel ID
Owner Name
Occupant Name
Note
Use the checkboxes to the right of the Search field to filter the list of properties below. You may select one checkbox or any combination of the three. These options are Parcels, Buildings, or Suites:
The column headers on the Search Results data table allow you to sort the list of properties. Click a header to sort by ascending or descending:
The Search Results table shows the total number of records in the top right corner. Near this, you'll find Results Per Page. Use this setting to control how many results appear on one page.
This tool is also available below the Search Results data table. You can filter how many results you see by changing the drop-down option for Rows per page.
View and Edit a Parcel
Note
You can always go back to the Property Management view. To do this, click Property Management in the breadcrumbs. Look for it right below the Individual Property Management title.
Sign in to your site
Go to Asset Management, expand Property Management, and select Search:
In the Search field, type the details of the property you want to edit, and search:
In the search results, find the property you are looking for. Then click the Edit Record icon under Action:
Note
Read-only fields appear in grey. The fields at the top are also read-only, but may be edited using the fields below
Add List Contacts, if needed:
Search: Search for contacts already in your system. This lets you add them to your contact list. If you search by name, email, phone number, or mailing address and no results appear, you will need to add a new contact. Click Add Contact to do this.
Contact Type: From the dropdown, you can select a Contact Type. For example, you might choose Security, Site Manager, Payer, or Occupant. If the contact has more than one role, you can select multiple options.
Add Contact: If you need to add a new contact, click the Add Contact button.
The Additional Information section lets you update your parcel in more ways. It has sections like Occupancy Information, Property Details, Fire/Safety Information, Space Utilization, and Additional Details. You can expand each section. This lets you add or change the information inside:
Click to open the Occupancy Information section. Edit the details as needed:
Occupancy Class: Choose the type of use for the building or space.
Floor Finish: Select the type of material that covers the floor.
Fuel Type: Select the kind of fuel the building uses.
Construction Class: Select the type of construction used.
Wall Finish: Select the material or style of the interior walls.
Census BCC: Select the building classification code. This code is used for census or reporting purposes.
Basement Types: Select if the building has a basement, and what kind it is.
Floor Types: Choose the type of floor structure.
Capacity Empty Room/Main: Enter how many people the room can safely hold when it's empty.
Capacity with Table and Chair: Enter how many people the room can safely hold when tables and chairs are set up.
Capacity with Chair Only: Enter how many people the room can safely hold when only chairs are used.
Click to open the Property Details section. Edit the details as needed:
Tax Parcel Group Code: A unique code used to group properties for tax or record purposes.
Improvement Value: The dollar value of buildings or other upgrades on the property, not including land.
Zoning District: The zoning rules apply to the property, such as Agricultural, Central Business, Highway Business, or Gardening.
Acreage: The size of land, measured in acres.
Number of stories: How many floors or levels the building has.
Neighborhood Code: A code that identifies the area or neighborhood the property belongs to.
Load Per Floor: The amount of weight, in pounds, a floor can safely hold.
Land Value: The dollar value of the land without any buildings or improvements.
Neighborhood Name: The name of the neighborhood where the property is located.
Parcel Area Square Footage: The size of the property, measured in square feet.
Total Value: The full value of the land and improvements combined.
Assessed Value: The value of the property is given by the local government for tax purposes.
Waterfront: Shows if the property touches a body of water like a lake, river, or ocean.
Floodplain: Shows if the property is in a flood zone or area at risk of flooding.
Sprinkler: Shows if the building has a sprinkler system for fire safety.
Fire Alarm: Shows if the building has a fire alarm system.
Commercial: Shows if the property is used for business or commercial purposes.
Year Built: The year the building was originally built.
Property Type Description: A short description of the type of property, like house, office, or apartment complex.
Notes (Historical): Any extra notes about the property's history or past details.
Property Details: Parcel Flags can be toggled on or off. They are used to show if there is something important to note about the parcel:
Complaints: Turn this on if there are public or internal complaints related to the property. This could include noise, an overgrown lawn, or illegal activity.
Violations: Use this to flag the parcel if it has any code violations, like zoning or building code issues.
Notes: Enable this when there are extra notes or comments about the parcel that need to be reviewed.
Historical: Turn this on if the property is part of a recognized historic site or district. This may mean special rules apply for changes or repairs.
Waterways: Use this if the property is near a river, stream, or other natural water body.
Wetlands: Enable this if the property contains wetlands. These would be areas with water-saturated land that may be protected or restricted by law.
Condemned: Turn this on if the building is unsafe to live in or use, and has been officially condemned by authorities.
Failed Inspections: Use this flag if the property has failed a safety, building, or code inspection.
Tax Delinquent: Mark this if the property owner has missed one or more property tax payments.
Lead Paint: Flag this if you know or suspect lead-based paint is on the property. This often happens in older buildings. Or, flag it if harmful substances, such as chemicals or pollution, are known to be in the soil or land.
Land Contaminants: Flag this if there are harmful substances known to be in the soil or land, such as chemicals or pollution.
Conservation Commission: Use this if a local conservation group or agency oversees the property. These groups protect natural resources.
Retire Parcel: Use this when a parcel is no longer active. This could be because it merged with another parcel. Or, it might be permanently removed from use.
Stop All Record Processing: Mark this if any automated actions or updates for the parcel need to be stopped. This usually happens if there needs to be a review, correction, or investigation.
Property Details: Utility Information is used to record how basic services are provided to the property:
Water System: Choose whether the property uses a public water supply or a private source
Water System Details: Add any extra details about the water system, such as the name of the water provider or notes about the system type.
Sewer System: Select if the property connects to a public sewer system or has a private system like a septic tank.
Sewer System Details: Enter details about the sewer service, such as the provider name or system type.
Electric: Choose the source of the property's electricity. It can come from a public utility company. Or, it can be made privately, such as with solar panels or a generator.
Electric Details: Add more information about the electric system, including provider or special setup notes.
Gas System: Choose if the gas comes from a public utility or a private source, like a propane tank.
Gas System Details: Record more information about the gas supply. You can include the gas provider or how it gets to the property.
Property Details: Miscellaneous Information is used for extra details about the property:
Driveway Width: Enter the width of the driveway in feet.
Street Parking Spaces: Enter the number of parking spaces available on the street in front of or near the property.
Off-Street Loading Spaces: Enter the number of loading spaces available on the property but not on the street. These are typically used for deliveries or service vehicles.
Click to open the Fire/Safety Information section. Edit the details as needed:
Other Classification: Select any special or safety category the property falls under.
Use Classification: Choose how the building is used in terms of fire code. Examples include commercial, residential, or industrial.
Status: Select the current safety status of the property.
Fire and Safety Notes: Add more details about fire or safety. You can include recent inspections, any known risks, or information about equipment.
Click to open the Space Utilization section. Edit the details as needed:
Basement Unfinished and Finished
Basement Unfinished Square Feet: Enter the amount of basement space that is unfinished, such as storage or utility areas.
Basement Finished Square Feet: Enter the size of the finished basement space. This means rooms with flooring, walls, and areas where people can live.
Basement Total Square Feet: This is the total of both finished and unfinished basement space.
Floors
Floor Name: Enter a name for the floor, like "First Floor" or "Attic".
Floor Load Limit: Enter the weight limit that the floor can safely hold.
Floor Square Footage: Enter the size of the floor in square feet.
Add an Additional Floor: Click this to enter information about another floor in the building.
Total Living/Usable Square Feet: Enter the total amount of living or usable space in the building, including all floors.
Accessory Structures
Accessory Structure Type: Enter the type of structure, such as detached garage, shed, or greenhouse.
Accessory Structure Square Feet: Enter the size of the structure in square feet.
Add an Additional Structure: Click this to enter information about additional accessory structures.
Total Accessory Structure Square Feet: Enter the total square feet of all accessory structures on the property.
Click to open the Additional Details section. Edit the details as needed:
Lot: Enter the lot name or number as listed in property records.
Block: Enter the block name or number the lot is part of, if applicable.
Section: Enter the section name or number, often used in subdivisions or plats.
Building Number: List the number of the main building on the property, if assigned separately from the address.
Front Setback: This is the distance from the front of the property to the building. Zoning rules usually require this.
Rear Setback: Distance from the back of the property to the building.
Left Setback: Distance from the left side of the property to the building.
Right Setback: Distance from the right side of the property to the building.
Inspection District: Select the district or zone that handles property inspections in the area.
Subdivision: Enter the name of the subdivision the property is part of, if any.
Land Use Code: This is a code for how land can be used by law. Examples are residential, commercial, or industrial.
Exemptions: List any tax or use exemptions, such as non-profits or disabled veterans.
House Structure: Describe the basic structure of the home. Examples include single-family, duplex, or manufactured.
Bedrooms: Enter the number of bedrooms in the home.
Bathrooms: Enter the number of bathrooms.
Closed: Indicates if the property is closed, under review, or inactive in the system.
House Style: Describe the design or style of the house. Examples include ranch, colonial, or modern.
Sheet: Enter the reference sheet from a map or zoning sheet, if applicable.
Elderly Exemptions: List any exemptions the property qualifies for based on elderly ownership or residency.
Number of Buildings: Enter how many buildings are located on the property, including accessory structures.
Total Square Feet: Enter the full size of the property's structures in square feet.
Total Rooms: Enter the total number of rooms in the building, including all types, not just bedrooms.
Outstanding Issue: List any known issues with the property that need attention or resolution.
Heritage Number: A tracking number used for historical or heritage records, if applicable.
River Frontage: Enter the length of the property that touches a river, measured in feet.
Spec Info Entered By: Enter the name of the person who entered information on the record.
Special Info: Include any extra notes or information that may not fit in other fields.
House Number: Enter the house number assigned to the property.
NAS_SWO Date: Select a date a SWO (Stop Work Order) was issued for the property.
NAS_SWO Reason: Enter the reason why the SWO was issued.
NAS_SWO By: Enter the name of the official or department that issued the SWO.
NAS_EHSep Issued: Select a date when an EHSep (Environmental Health Septic Permit) was issued.
NAS_EHSep Expire: Select the date the EHSep expires.
Building Date: Enter the date the current building was constructed or officially recorded.
Sewer Permit Application Date: Select the date the sewer connection permit was applied for.
Qualify: State if the property qualifies for a specific program or exemption.
Connect: Describe the utility connection status or setup, such as water, sewer, or gas.
Psewer: Usually refers to the provider or type of private sewer setup.
Plan Number: Enter the project or development plan number associated with this parcel.
Account Number: The utility or permit account number tied to this property.
Tax Map Number: A unique number used to locate the property on the county or municipal tax map.
Book Page: This is the page where property information is recorded. You can find it in official land records or deed books.
Direction to Site: Use this space to write clear driving or walking directions to the property. It is helpful for staff, inspectors, or anyone visiting the site.
Click to expand Display Detailed Parcel Records to view records for the Parcel:
Under Permits, click Add Permit to add a permit:
Under Projects, click Add Project to add a project:
Enter the number of additional lots to be created, and then click on Add Lot to add them. Enter the number of additional buildings to be created, and then click on Add Building to add them:
Click on Buildings or on Lots to expand them. Here you can view how many buildings or lots you have:
Display retired buildings and suites: This option can be toggled on or off to view your retired buildings and suites.
Click on Update Record to save your changes: