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Link Contacts to Properties and Jobs

How contacts connect to properties (as owner or on-site contact) and to jobs (as the customer), and what each link means for billing.

Ava Martinez
Written by Ava MartinezUpdated 6 days ago3 min readBeginner

What this guide covers

How contacts are connected to properties and jobs, and which connection decides who your quotes and invoices go to.

How the pieces fit

The job's customer and the property's owner are often the same person, but they don't have to be. A landlord can own a property while a tenant is the customer on a job there.

Make a contact a property's owner

From the contact page

  1. Open the contact.
  2. On the Properties card, click Add Property.
  3. New Property opens with this contact chosen as the owner. Fill in the address and click Create Property.

From the property page

  1. Open the property.
  2. On the Owner card, click Change owner (or Set owner).
  3. Pick the contact.

The property's company changes to the new owner's company.

Add an on-site contact to a property

  1. Open the property.
  2. On the Contacts card, click Add Contact.
  3. Enter the person's details and their Role.

Set a job's customer

  1. Open New Job.
  2. In Contact, pick the customer, or choose Create new contact.
  3. Pick the property, or create one. A property you create here gets the job's customer as its owner.

Quotes and invoices on the job are addressed to this customer: on screen, on PDFs, on the customer's quote and invoice pages, and in emails, texts, reminders and receipts. If a job has no customer of its own, the property's owner is used.

Many to many

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