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Residents

Plan availability: Residents is available on every plan but is opt-in. Flip Track Residents on in Settings → Features to enable. Existing records are preserved when toggled off.

A Resident is anyone living in the community without legal ownership — typically renters or family members of an owner. Tracking residents is useful when you want to credit volunteer hours and event attendance to non-owner participants.

The Residents data lives alongside Property Owners — flipping the Residents toggle on adds resident-specific create and import flows.

Adding a resident

The New Resident form captures basic identity plus an optional parcel link (e.g., “lives at 123 Main”).

New resident form

Bulk import

Same wizard pattern as property-owner import: upload a CSV, map the columns, preview, commit.

Resident import wizard

When to use Residents vs Property Owners

Use caseTrack as
Owner of one or more parcelsProperty Owner
Renter living at a parcelResident
Adult child living with the owner who logs volunteer hoursResident
Vacant-property contact (out-of-state owner)Property Owner

You can also leave both off and capture event attendees and volunteer hours with just a name — the simplest setup for many small communities.

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