Add a property
1
Go to the customer page
Go to Customers and click on the customer’s name.
2
Open the Add a new Property form
Find the Properties section and click the + button in the section header.
No + in the header? Either your role isn’t allowed to add properties, the customer is archived, or the customer came from a connected marketplace — marketplace customers get their properties from the sync, so they can’t be added by hand. See Marketplace customers.
3
Enter the address
Fill in the property address:
- Address line 1 — Start typing the street address and suggestions will appear. Select one to fill in the rest of the address for you — see Address suggestions as you type.
- Address line 2 (optional — apartment, suite, etc.)
-
City, State, Postcode, Country — Filled in automatically when you select an address suggestion, or enter manually
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.
Address suggestions as you type
Every address field in ProBase suggests real addresses while you type, so you can fill a full address in a couple of taps instead of typing it all out. You’ll find it on the property form, the customer’s billing address, a crew’s starting and ending address, the address on an Add stop form, your home address, and your business address in Settings.1
Start typing the street address
Type at least two characters. A small spinner appears at the right-hand end of the field while ProBase looks up matches, then a list of up to five matching addresses drops down under the field. Keep typing to narrow the list — it refreshes as you go.
2
Pick the right one
Tap the address you want. On a computer you can also use the ↑ / ↓ arrow keys to move through the list and press Enter to choose. Press Esc, or tap anywhere outside the list, to close it and carry on typing by hand.
3
Check what got filled in
On a form with separate address fields, Address Line 1 keeps just the street part — “123 Main St” — and the City, State, Postcode, and Country fields below it are filled in for you.
4
Save
Save the form as usual. The address lands on the record exactly as it was filled in, ready for mapping and routing.
Inside a pop-up window
Some address fields sit inside a pop-up window rather than a full page — the Add stop form on the schedule, for example. There the list of suggestions floats on top of the window instead of pushing it around, so the form doesn’t jump or start scrolling while you pick an address, and the buttons at the bottom stay where you left them.
Suggestions are ranked around your business address from Business Profile settings, so addresses in your own service area come up first. Only US addresses are suggested.
Suggestions are a shortcut, never a requirement. If nothing matching comes up — a brand-new build, a rural address, a patchy connection — keep typing the address by hand and fill in the city, state, postcode, and country yourself. What you type is saved exactly as entered.A momentary hiccup in the address lookup is retried for you automatically, so most blips sort themselves out before you notice. When one doesn’t, the list simply doesn’t drop down — the field never blocks you or clears what you’ve typed. See Address issues if it keeps happening.
View property location on map
Properties are automatically geocoded when created or updated. The property page shows a map with the property location marked by a single pin. The map opens zoomed all the way in on the property, in satellite view so you can see the rooftop and lot.
- Click on the property from the customer’s page
- View the map on the property details page
- If the location is wrong, edit the address and save again
View property service records
Tap the Service Records button in the map section of the property page to open that property’s full service history 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
Add property notes
To add notes about a property (gate codes, access instructions, hazards):- Go to the property page
- Scroll to the Notes card and choose the Property tab — it’s labelled with the property’s street address
- Tap Add note at the bottom of the list
- Enter your notes in the editor
- Optionally attach photos or documents
- Tap Save
If the customer has only one property, the same Notes card appears on their customer page too, so you don’t have to click through.
On a property that came from a connected marketplace, the Notes panel is read-only: it shows a Read-only badge where the + normally sits, and there’s no Edit on the property either. Those access details belong to the marketplace. See Marketplace customers.
Add multiple properties
- On the customer’s page, click Add property again
- Enter the second property address
- Repeat for each additional property
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.