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Add Property Access Notes

How to add gate codes, parking instructions, entry details, and other access information that technicians see on the mobile app.

Ava Martinez
Written by Ava MartinezUpdated over a month ago2 min readBeginner

What this guide covers

This guide explains how to add access notes to a property record so your field technicians have the information they need before arriving on site.

What access notes include

Access notes capture any information a technician needs to reach the work area:

Adding access notes

  1. Open the property at /properties/[slug].
  2. Click Edit Property in the top-right corner.
  3. Enter the details in the Gate Code and Access Notes fields.
  4. Click Save.

Screenshot: The Edit Property form with the Gate Code and Access Notes fields highlighted.

Where access notes appear

Tip: Keep access notes concise and actionable. Write them as if giving directions to someone who has never visited the property.

Updating access notes

If access details change (new gate code, construction blocking an entrance), update the property record immediately. Technicians always see the latest version.

  1. Open the property and click Edit Property.
  2. Update the fields and click Save.

Note: Changes to access notes apply immediately. Technicians viewing the property on the mobile app will see the updated notes the next time they open the job.

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