Add Property Details and Service Address
How to enter a property's address with its suite or unit, and edit its type, size, year built, floors, access notes and tags.
How to enter a property's address with its suite or unit, and edit its type, size, year built, floors, access notes and tags.
Which details a property holds, where you enter them, and where they show up.
A property's address has:
The suite or unit is part of the address. Two properties can share a street address when their suites differ, and the suite prints on invoices and on the job's site address.
Start typing the street and pick a suggestion to fill the rest. See Map Properties from Their Address.
On New Property, under Property Details:
Property type can be Commercial, Residential, Industrial, Medical, Educational, Government, Mixed use or Other. Square footage, year built and floors take whole numbers.
If the new address already belongs to another property, you see A property with this address already exists with an Open property link.
Access notes show under the property name at the top of the property page. Edit them in the header when you click Edit, or in Address info.
Add or remove tags on the Details tab in the sidebar. Each change saves right away. While you are editing the property, tag changes save with Save.
Click the address on the property page (or Edit pin on the Location Info card) to open Address info. It holds the map pin and the details your crew needs on arrival: entity type, building type, building or site name, room or floor, arrival option, access notes, jobsite instructions and photos. Click Save and continue to keep your changes.
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