Create and Manage Properties

How to add service locations, use address autocomplete, link contacts, and view the full service history for each property.

Written by Ava MartinezUpdated 3 days ago7 min readBeginner

What this guide covers

This guide explains how to create property records for the locations where your team performs work. You will learn how to use address autocomplete, enter details manually, link properties to contacts, and review the service history attached to each location. Properties are the foundation of dispatch and billing in JobsiteOn.

Before you begin

You need Admin, Owner, or Dispatcher permissions to create and edit properties.
Have the full street address ready for each property you plan to add.
If you want to link a property to an existing contact, make sure that contact record already exists. See Create and Manage Contacts if you need to add the contact first.

Understanding the properties list

Navigate to /properties from the left sidebar. The list page shows all active properties in your workspace. Each row includes:

Address -- the full street address.
Contact -- the primary linked contact, if any.
Jobs -- count of jobs associated with this property.
Last Service -- date of the most recent completed job.
Created -- date the property record was added.

Use the search bar to filter by address, city, or linked contact name.

Step 1: Create a new property

Click New Property in the top-right corner of /properties. You will land on /properties/new.
Start typing in the Address Line 1 field. The autocomplete searches two sources in order:
- Existing properties in your workspace -- to prevent duplicates.
- Google Places results -- for addresses not yet in your system.
Select a suggestion from the dropdown. The street address, city, state, and ZIP fields will fill automatically. If a suite or unit number is included in the Places result, it populates Address Line 2 as well.

Manual entry

If the address you need does not appear in autocomplete results, type the full address manually. Fill in each field:

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

Additional property details

Below the address fields you can set:

Property Type -- residential, commercial, or industrial. This helps dispatchers filter properties by type when scheduling.
Gate Code -- stored securely and visible to field technicians on the mobile app.
Access Notes -- parking instructions, entry points, or other details your crew needs before arriving on site.
Notes -- internal notes visible to office staff.

Click Save to create the property. You will be redirected to the property detail page at /properties/[slug].

Tip: The autocomplete finalizes on the first click. If you select the wrong suggestion, clear the address field and search again.

Step 2: Link a contact to the property

Linking a contact tells JobsiteOn who to bill and notify when jobs are created at this location.

On the property detail page at /properties/[slug], find the Contacts section.
Click Link Contact and search by name, email, or phone.
Select the contact from the results. The link is saved immediately.

You can link multiple contacts to a single property. This is useful when a property has both an on-site manager and a billing contact.

Viewing linked contacts

Each linked contact appears as a card in the Contacts section. Click the contact name to jump to their full contact record at /contacts/[slug].

Note: Linking a contact to a property does not change the contact's billing address. The property address and the contact's address are stored independently.

Step 3: Edit a property

Open the property at /properties/[slug].
Click Edit Property in the top-right corner.
Update any field -- address, type, gate code, access notes, or notes.
Click Save to apply your changes.

Address changes take effect on new jobs created after the edit. Existing jobs retain the address they were created with.

Moving a property to a new address

If a customer moves, create a new property at the new address rather than editing the existing one. This preserves the service history at the original location. Link the contact to both properties so the history remains accessible from their contact record.

Step 4: View property service history

The property detail page at /properties/[slug] includes tabs for the full service history:

Overview -- address, linked contacts, and property details at a glance.
Quotes -- all quotes created for this property.
Jobs -- every job dispatched to this location, with status and date.
Invoices -- all invoices billed for work at this property.

Use the tabs to switch between views. Each tab shows a count in the label so you can see how much history exists.

Filtering service history

Within each tab, use the search bar or date range filter to narrow results. For example, you might filter jobs to the current month to see only recent work.

Step 5: Archive or delete a property

Archive -- removes the property from the active list but keeps all linked records. Archived properties can be restored from the Archived filter on the properties list.
Delete -- permanently removes the property record. Only available if the property has no linked jobs, quotes, or invoices.

To archive, click the overflow menu (...) on the property detail page and select Archive Property.

Best practices

Use autocomplete whenever possible. It standardizes addresses and prevents duplicate entries.
Link contacts before creating jobs. The job creation form auto-populates the billing contact when the property already has one linked.
Add gate codes and access notes early. Technicians see this information on the mobile app before arriving at the job site.
One address per property record. Do not combine multiple service locations into a single record. Create separate properties for each.
Review properties quarterly. Archive locations where you no longer perform work to keep the active list clean.

Troubleshooting

Address autocomplete is not showing results

Check your internet connection. Autocomplete depends on an external geocoding service.
Type at least three characters before expecting results.
If the address is very new or in a rural area, it may not appear in autocomplete. Use manual entry instead.

I see duplicate properties in the list

The autocomplete checks existing properties first. If duplicates were created before autocomplete was enabled, merge them manually. Move all linked jobs, quotes, and invoices to one record, then archive the duplicate.

The property detail page shows the wrong contact

Open the Contacts section and verify the linked contacts. If the wrong person is linked, click the unlink icon next to their name and link the correct contact.

I updated the address but jobs still show the old address

Existing jobs snapshot the property address at creation time. Edit the job directly if you need to correct the address on a past job, or create new jobs that will use the updated address.

The properties tab on a contact page is empty

Navigate to the property at /properties/[slug] and verify the contact link from the property side. If the link is missing, add it there.

FAQ

How many properties can I have in one workspace?

There is no hard limit. The properties list supports thousands of records with search and pagination.

Can I import properties from a spreadsheet?

Bulk property import is planned. For now, add properties individually or let them be created automatically when a job is dispatched to a new address for the first time.

Do properties sync with QuickBooks?

Properties are not synced directly to QuickBooks. Contacts are synced as Customers, and invoices include the property address in the line item details.

No. Each property record belongs to a single workspace.

What happens if I archive a property with open jobs?

Open jobs remain active and visible. Archiving a property only removes it from the active property list. You can still access the property through any linked job or invoice.

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