Core
Houses
Manage staging projects from intake through destage, with a complete record of every house you stage.
Overview
A house is one staging project — a property you're working on from intake through destage. Each house collects its address, client and agent contacts, stage and destage dates, financial terms, and the items currently on hold or checked out for it.
Houses are where staging work actually happens. The inventory page tells you what you own; the houses page tells you where it's going, when, and for whom. Holds, checkouts, room layouts, and reports all trace back to a house.
Creating a house
A house only needs an address to save — every other field can be filled in later as the project takes shape.
Click New from the houses page
The create form opens with a single required field: the property address. Start typing and pick a result from the autocomplete to populate the full address in one click.Link the client and agent
Client and Agent are person contacts. Search for an existing contact, or type a new name and choose Create to add them inline without leaving the form. Their name, email, and phone follow the link automatically.Fill in what you know
Stage date, destage date, fee, rent, square footage, listing price — fill in whatever you have today. The rest can be added as the project moves through the pipeline.
The house detail page
Every house gets its own detail page, organized into three columns on desktop so the most-referenced information stays one glance away.
The left column anchors the house: address, client and agent links, stage status, key dates, market status, notes, and a link to photos. The middle column collects financial and market data — fee, rent, listing price, square footage, sale price, and the pending-offer timeline. The right column shows live inventory: what's on hold for this house and what's currently checked out, both grouped by room.
Stage status and the staging pipeline
Every house carries a stage status that walks it from a fresh inquiry to a destaged project. The status is set by hand — there's no automatic progression — so it always reflects what your team has actually done.
The pipeline runs New → Assigned → Proposal Sent → Accepted → Scheduled → Staged → Destaged, with Rejected as the alternate path when the proposal does not move forward. The sidebar's Upcoming Stages shortcut shows every house in Scheduled, and Upcoming Destages shows every Staged house with a destage date set, so the calendar of what's next is always one click away.
Finding the right house
The houses list opens with the most useful filters already at hand. Combine them to slice the list down to the projects you care about right now.
Search by address, then narrow with Stage Status and Market Status multi-selects, or scope to a date window with Staged, Destaged, or Listed. The advanced filter builder reaches every field on the house, including client and agent — useful for questions like every house this agent has listed this year. See Search, Filters & Sorting for how the filter bar and the advanced builder work everywhere.
For a stage-date-ordered view, the sidebar's Upcoming Stages and Upcoming Destages pages sort by stage date so the next thing on the calendar is always at the top. They're built-in views, not locked pages — adjust their chips freely and Reset restores the original. Your own combinations can be saved the same way; see saved views.
Rooms and photos
Rooms break a house down to the level the movers work at. Each room can hold its own list of items and its own photo set, so when the truck unloads, the right couch goes in the right room.
Open a house and choose the On Hold or Checked Out tab to see every room laid out side by side (on mobile, the Rooms card on the detail page opens the same view). Add Items within a room scopes the assignment so anything you add lands in that room directly. Photos can be grouped by room as well, so even a large gallery stays easy to navigate.
Items on hold and checked out
The inventory side of the house lives in two states: on hold (reserved for this house but still in the warehouse) and checked out (physically delivered to the property).
From the house items page, switch between On Hold and Checked Out with the toggle at the top. The detail page shows running totals of each — they're clickable links straight to the matching list. When the truck loads, select the items going out and click Checkout; when the stage is done, select what's coming back and choose Change to Holds to return them to the warehouse.
Editing, deleting, and restoring
Anyone with stager or admin access can edit any field on a house. Movers can view houses but not edit them, and the fee and rent fields are hidden from movers so financial terms stay scoped to the office.
On desktop, the Edit tab on the detail page opens the same form used for creation; on mobile, it's an Edit button at the top of the page. Delete lives in the form's overflow menu. A house that's currently staged — with items checked out — can't be deleted: return the items first (Return All on the house's items page does it in one step). If the house only has holds, a confirmation explains that deleting releases them.
Deleting a house is recoverable — a toast appears with an Undo action, and deleted houses can also be restored from the Activity feed in the list's sidebar or from the notification bell. A restored house keeps its details, photos, and rooms; holds are the one thing that doesn't come back — see Activity & Restore for what restore covers.
What's next
Once a house is set up, these are the natural next steps:
- Place items on hold for the stage, then check them out when the truck loads.
- Lay out the house's rooms and assign items to each one so the right couch goes in the right room.
- Link the client and agent as contacts so their names, emails, and phone numbers stay attached to the project.
- Record the listing price, sale price, and dates as the project closes out — the reports page builds revenue and time-to-sale numbers from them.