Managing Properties

What are Properties? #

Properties are service /job locations associated with customers. Each customer can have multiple properties where you provide service.

Adding Properties to a Customer #

1. Open the customer detail view on the navigation menu on the left
2. Pick a customer
3. Navigate to the Properties tab
4. Click Add Property
5. Fill in property details
6. Click Save

Property Details #

Each property can include:

• Property Name: Identifier for the location
• Street Address: Complete service address
• City, State, ZIP: Full address information
• Access Instructions: How to enter the property
• Service Notes: Important information for technicians
• Billing Address: If different from service address
• Property Type: House, apartment, office, warehouse, etc.

Editing a Property #

1. Find the property in the customer’s property list
2. Click Edit (pencil icon)
3. Update the information
4. Click Save

Property Equipment #

Track HVAC equipment at each customer property. Navigate to property detail and click Equipment tab.

Property Service History #

View all work orders for a specific property by opening property detail and clicking Service History.