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Property Owners and On-Site Contacts

The difference between a property's owner and its on-site contacts, how to set or change the owner, and who quotes and invoices are addressed to.

Ava Martinez
Written by Ava MartinezUpdated 6 days ago3 min readBeginner

What this guide covers

A property has one owner and any number of on-site contacts. This guide explains what each one does, how to set them, and who your quotes and invoices go to.

The owner

The owner is the customer the property belongs to.

Set the owner when you create a property

On New Property, pick the contact in Contact & Company, or click Add Contact to create one. On New Job, a property you create with Create new property gets the job's contact as its owner.

Change the owner

  1. Open the property.
  2. In the Owner card, click Change owner (or Set owner).
  3. Pick a contact. You see Owner changed.

The Company card on the property page has the same button, because the company always follows the owner. If the owner has no company, the Company card says so.

On-site contacts

On-site contacts are the people your crew works with at the location.

  1. Open the property and find the Contacts card.
  2. Click Add Contact.
  3. Enter the first name, last name, email, phone, an optional company and a Role such as Property Manager or Chief Engineer.
  4. Tick Mark as primary contact for the person to call first.

On-site contacts don't change the owner, the property's company, or who is billed. When an on-site contact matches someone in your Contacts list, their name links to that contact.

Who quotes and invoices are addressed to

Quotes and invoices belong to a job, and they are addressed to the job's customer. That is the name, company and email you see on:

If a job has no customer of its own, the property's owner is used instead. If there is neither, add a customer to the job, or set the property's owner, before you send anything.

So the owner and the customer can differ. For example, a landlord can own the property while a tenant is the customer on one job.

On the contact page

A contact's Properties card lists the properties they own, the ones where they are an on-site contact, and the ones where they are the customer on a job. Add Property there opens New Property with that contact already chosen as the owner.

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