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Add a property

1

Go to the customer page

Go to Customers and click on the customer’s name.
2

Click Add Property

Find the Properties section and click the Add property button in the section header.Properties section with Add property button
3

Enter the address

Fill in the property address:
  • Address line 1 — Start typing the street address and suggestions will appear. Select one to auto-fill the city, state, and ZIP code fields automatically.
  • Address line 2 (optional — apartment, suite, etc.)
  • City, State, ZIP code — Filled in automatically when you select an address suggestion, or enter manually Add property form
4

Optionally set as billing address

Check the Set as billing address box if you want this property address to appear as the billing address on the customer’s invoices. This is useful when the service address and billing address are the same.
The billing address can also be added or changed any time by editing the customer directly. See Adding new customers for how to update billing address through the customer edit form.
5

Save

Click Save Property. The system will automatically geocode the address for mapping and routing.

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View property location on map

Properties are automatically geocoded when created or updated. The property page shows a map with the property location pinned. To verify the location is correct:
  1. Click on the property from the customer’s page
  2. View the map on the property details page
  3. If the location is wrong, edit the address and save again
Property page with map

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View property service records

The property page shows all service records for that property across all services:
  • Observations, measurements, materials, and service records
  • Searchable by content, service name, or entry details
  • Ordered by most recent first
  • Click any entry to view the associated service
This provides a complete service history for the property in one place. See Service records for details.

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Add property notes

To add notes about a property (gate codes, access instructions, hazards): Adding the first note:
  1. Go to the property page
  2. Click the Edit button
  3. In the edit modal, click Add Property Note
  4. Enter your notes in the rich text editor
  5. Optionally attach photos or documents
  6. Click Save
Adding more notes (when notes already exist): Once a property has at least one note, a Notes section is visible directly on the property page. Click the + button in the Notes section header to add another note. See Adding notes for more details on the notes system.

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Add multiple properties

  1. On the customer’s page, click Add property again
  2. Enter the second property address
  3. Repeat for each additional property

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Edit property information

1

Go to the property

Navigate to Customers > click the customer name > click the property address.
2

Click Edit

Click the Edit button on the property details page.
3

Update the address

Make your changes to the address fields. You can also check Set as billing address to use this property address as the billing address on the customer’s invoices.
4

Save

Click Save. The property will be re-geocoded with the updated address.

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Delete a property

You can only delete properties that have no services. If a property has services, you must delete or move the services first.
  1. Go to the property page
  2. Click Delete Property
  3. Confirm the deletion