Customers & Properties
How to Add a Property
properties customer properties locations
How to Add a Property
When to use this guide
Use this guide when a customer has one or more properties where services will take place.
Prerequisites
- Customer must exist in the system.
Step-by-step
Step 1 — Open the Customer Profile
- Go to Customers.
- Click the customer’s name.
- Open the Properties tab.
Step 2 — Click “Add Property”
A form will appear to enter property details.
Step 3 — Enter Property Information
You can add:
- Street address
- City, state, country
- Access notes (gate code, parking, pets)
- Alarm details
- Bedrooms/Bathrooms
- Custom pricing (optional)
- Preferred employees (optional)
Step 4 — Save the Property
Click Save Property.
The property will now appear in:
- Job creation screen
- Customer profile
- Dispatching view
- Batch invoice module
Common mistakes
❌ “Property not showing when creating a job”
- Property belongs to a different customer.
- Page needs a refresh after creating the property.
❌ Address error
- Some browsers auto-fill with invalid data—verify manually.