Add Property Details and Service Address

How to enter a complete service address, set property type, add gate codes, and fill in access notes for a property record.

Written by Ava MartinezUpdated over a month ago2 min readBeginner

What this guide covers

This guide explains how to fill in the full service address and additional details for a property record. You will learn how each field is used across the platform -- on jobs, quotes, invoices, and the mobile app.

Entering the service address

When creating or editing a property, the address section includes:

Address Line 1 -- street number and name.
Address Line 2 -- suite, unit, or building (optional).
City -- city or town name.
State -- two-letter abbreviation.
ZIP -- five-digit or ZIP+4 postal code.

Start typing in Address Line 1 to trigger autocomplete. Select a suggestion to fill all fields automatically.

Screenshot: The address form with autocomplete dropdown showing matching suggestions.

Setting the property type

Choose one of three property types:

Residential -- single-family homes, apartments, condos.
Commercial -- offices, retail, restaurants.
Industrial -- warehouses, factories, plants.

The property type appears as a badge on the detail page and helps dispatchers filter properties when scheduling.

Adding a gate code

Enter the gate code in the Gate Code field. This value is:

Visible to technicians on the mobile app before they arrive.
Displayed on the job detail page for dispatch reference.
Stored securely and not included on customer-facing documents.

Tip: If the gate code changes frequently, update it on the property record immediately. Technicians see the latest value on every job.

Writing access notes

Use the Access Notes field to provide entry instructions:

Parking location and restrictions.
Which entrance to use.
Key lockbox location and code.
Dog or pet warnings.

Access notes appear on the mobile app alongside the job details.

Internal notes

The Notes field is for office-only context. Examples include:

Billing preferences for this location.
Past issues or complaints.
Preferred service times.

Internal notes are not visible to technicians on the mobile app.

Note: Changes to property details apply to new jobs created after the edit. Existing jobs retain the details captured at creation time.

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