JobsiteOn

Create and Manage Properties

How to add a property, choose its owner, place it on the map, edit it later, and archive or delete it.

Ava Martinez
Written by Ava MartinezUpdated 4 days ago6 min readBeginner

What this guide covers

A property is a place where your team does work. This guide covers adding a property, choosing who owns it, how it gets on the map, editing it, and the difference between archiving and deleting.

Owner and on-site contacts

Every property has two kinds of people attached to it:

A property with no owner shows No owner. See Property Owners and On-Site Contacts.

Step 1: Create a property

  1. Open Properties and click New Property.
  2. In Address, start typing the street in Street and pick a suggestion. Street, city, state and ZIP fill in, and the property is placed on the map at that spot. Press Esc to close the suggestions and keep typing your own address. In State you can type the two-letter code or the full name ("Texas" becomes TX).
  3. If the location has a suite or unit, tick Suite / Unit and enter it.
  4. Add a Property Name if the site has one (for example, a building name).
  5. Under Property Details, set Status, Priority, an optional Internal Code and Access Notes for your crew. The Property Number is assigned when you save.
  6. Under Contact & Company, choose the owner:
    • Type a name in Contact and pick an existing contact. Their company is shown and becomes the property's company.
    • Or click Add Contact and enter the person's first name, last name and an email or phone. Pick Commercial to choose or add their company, or Residential if they have none. JobsiteOn saves this person as a real contact and makes them the owner.
  7. Click Create Property, or Save & Add Another to start the next one.

The owner is also added to the property's Contacts card as its primary on-site contact. You can add more on-site contacts later.

Tip: Adding a job for a new place? On New Job you can create the property right there with Create new property. The job's contact becomes the property's owner.

Suites and units

Two properties can share a street address when their suite or unit is different. For example, "Suite 200" and "Suite 300" at the same building are two separate properties.

If a property with exactly the same address (suite included) already exists, JobsiteOn doesn't create a second one. You see A property with this address already exists with an Open property link to it. If that property is archived, the message asks you to restore it instead.

Step 2: Check the map pin

JobsiteOn finds map coordinates for every property from its address, so it shows on maps and its jobs can be dispatched. Picking a suggestion places it right away. An address you typed by hand is looked up just after you save. If the map service is busy, JobsiteOn tries again every few minutes.

To place the pin yourself, open the property and click the Address (or Edit pin on the Location Info card). In Address info, click the map where the property is, then click Save and continue. See Map Properties from Their Address.

Step 3: Edit a property

  1. Open the property and click Edit.
  2. Change the street, suite / unit, city, state, ZIP, property type, square footage, year built, floors, property name, status or access notes.
  3. Click Save.

Tags are added and removed from the Details tab on the right of the page and are saved as you go.

When you change the street, city, state or ZIP, the pin is placed again from the new address. Open jobs that use the property's address move with it. Completed and cancelled jobs keep the address the work was done at.

Change the owner

  1. On the property page, find the Owner card.
  2. Click Change owner (or Set owner when there is none).
  3. Pick a contact. The property's company changes to that contact's company.

Step 4: Archive or delete a property

Both are in the More menu on the property page. See Delete or Archive a Property.

On iPhone

Troubleshooting

The property isn't on the map

Give it a few minutes after saving. If the address can't be matched, place the pin yourself from Address on the property page. If nothing is ever placed automatically, check that Auto-geocode addresses is on in Property settings.

I see "A property with this address already exists"

Click Open property to go to it. If it's a different unit in the same building, add the suite or unit so the addresses differ.

The property shows "No owner"

Click Set owner on the Owner card and pick the customer.

FAQ

Can a property have more than one owner?

No. A property has one owner. Add everyone else as an on-site contact.

Do properties sync with QuickBooks?

No. QuickBooks gets your customers and invoices, but not properties or property addresses. In JobsiteOn, the property address appears on the invoice PDF as the service location.

Did this answer your question?

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