On the Properties screen, you can edit existing properties or add new properties. All properties must be associated with a customer. You can add single properties manually or bulk upload many at once. There is a Map View that allows you to see all properties on a map, or you can switch to table view to view all property details.
How to add a single property:
Click the “Add Property” button at the top left
Enter a Property Name. The Property Name field is intended to provide you with an easy way to name properties with a “nickname” that helps you identify it in a list or differentiate between multiple properties owned by a single customer. Be sure to name it something that can be differentiated from other properties in a long list.
Complete the property address details and define a Service Area (you can select an existing Service Area or you can create a new one directly from this screen by clicking the green + symbol).
You will need to assign a Program to the property in order to be able to assign services to this property. Once you assign the property to a Program and save the new property, the system will automatically create individual services for that property that are ready to be assigned out and scheduled with a technician (the services are determined by the services that are included with that specific Program).
You will also need to associate a customer with all Properties for billing purposes.
Optionally you can add any notes about this property that will be viewable by the Technician when they are at the property, such as a gate or garage code.
You can also add the price per visit for the service being performed in the Price Override section.
How to bulk upload multiple properties:
Please note, it is NOT recommended to utilize this feature unless you have a specific reason why you need to upload multiple properties that are not associated with customers. Instead, we highly recommend using the bulk upload feature on the Customers screen where you can upload all properties with the associated customer data simultaneously.