Property passport and documents: how to store files and export the property passport
The property's documents are on the “Documents” tab, in the “Photo records”, “Contracts”, “Meters” and “Spec sheets” folders. Open a folder and tap “Add to folder”. To get the property passport, tap “Property passport export” on the same tab: the property's details, finishes, stages and documents are collected into a table you can export to Excel (and to PDF where available).
How to add a document
- The “Documents” tab → open the folder you need, for example “Contracts”.
- Tap “Add to folder”.
- Choose the source: “Take a photo”, “Choose from gallery” or “Files from device”. You can pick several files at once.
Files go to the property's storage when there's a connection and stay on the phone as a copy.
How to open, find and remove a file
- Tapping a file opens it.
- Pressing and holding gives you “Add to favorites” or “Delete”. Favorites are collected on the “Favorites” tab above the file list.
- “Find a file” searches by name.
- The “Storage” block at the bottom of the screen shows how many files there are and how much space they take.
How to keep track of a material: brand, paint colour, product code
You don't need to write anything down: photograph the label, the can, the packaging or the nameplate, either for an item in “Photo records” or as a file in “Documents”. Then open “Documents” → “Property passport export”: Doma's model reads the brand, name, colour or tint code, product code, batch and serial number from the photos and adds rows to the property passport. The photos themselves are not sent to third-party services.
How to export the property passport
- “Documents” → “Property passport export”.
- Wait while the app recognizes the photos and documents: the status line shows the progress.
- Remove an unwanted row by pressing and holding it, and it won't be in the export. “Restore all” brings removed rows back.
- Tap “Export to Excel”. If there's a “PDF” button next to it, you can export a PDF too: it also includes photos of receipts.
All members of the property see the property passport. PDF is available in the browser and in app builds that have the printing module; otherwise, Excel only.
How many recognitions a plan gives
Recognitions count against the property's payer: 30 in total on the free plan, 500 per month on “Team”, 3,000 per month on “Team PRO”. Till receipts for the budget don't count and are recognized without limits. All plans and limits are in the article Plans and their limits.
What to do if
- “Recognition stopped” or “The model is unavailable right now”. There's no connection or the model is unavailable. What's been recognized is saved: open the property passport again or tap “Retry”.
- “Recognitions on the ... plan have run out”. What's been recognized is saved; the remaining photos are recognized when the limit resets or on a bigger plan.
- “File didn't open: it isn't in storage yet”. The file may still be uploading from a member's phone. Wait and check your connection.
- “No data yet”. Add photos of product codes, labels and documents: rows appear after recognition.
- A row has a wrong value. Remove the row by pressing and holding it, and it won't be in the export.
After the renovation, documents, the property passport, warranties, receipts and tasks stay at hand: how a property moves to lived in and to the archive.