Link Jobs to Properties

How every job gets its property, how a new property takes the job's customer as its owner, and how the job's site address and map pin follow the property.

Written by Liam ChenUpdated 6 days ago3 min readBeginner

What this guide covers

Every new job needs a property: the place where the work happens. This guide covers picking or creating the property on New Job, and what the job takes from it.

Why the property matters

Where the work is: the job's site address and map pin come from the property, suite or unit included. The schedule, dispatch and Live Maps use them.
Location history: the property page lists every job there.
Service location on documents: quotes and invoices show the property's address as the service location.

Pick or create the property on New Job

Open New Job.
Fill in the title, job type and job lead.
In Contact, pick the customer or choose Create new contact.
In Property, search for the property by address and pick it.
If the property doesn't exist yet, choose Create new property and enter its street, city, state and ZIP. Pick an address suggestion to place it on the map straight away.
Click Create Job to save the job.

A property you create here is saved with the job's customer as its owner, so the owner's company becomes the property's company. If the address already belongs to another property, you see A property with this address already exists with an Open property link, and that existing property is selected for the job instead. Click Create Job to use it. If the existing property is archived, restore it first.

Archived properties don't appear in the property search. Restore one first if you need it.

Screenshot: The Property field on New Job with search results and the Create new property option.

You can also start from the property: click New Job on the property page and the property is already selected.

The job's site address and pin

The job copies the property's address, including the suite or unit.
The job uses the property's map pin. If the property is still being placed on the map, the job shows up on maps as soon as the property's pin is found.
If you later change the property's street, city, state, ZIP or suite, open jobs at that property move with it. Completed and cancelled jobs keep the address the work was done at.

Viewing all jobs at a property

Open the property.
Scroll to the Jobs card. Its count is the property's total.
Click View all to open the full Jobs list for the property.

Best practices

Pick an address suggestion when you create a property, so the job is on the map right away.
Use a separate property for each suite or unit you serve in the same building.
Use the property page to spot repeat issues at a location.

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