Add Property Access Notes
How to add gate codes, parking instructions, entry details and other access information to a property.
How to add gate codes, parking instructions, entry details and other access information to a property.
How to record what your crew needs to get into a property, and where those notes show.
Anything a technician needs to reach the work area:
When you create the property: fill in Access Notes under Property Details on New Property.
On an existing property:
You can also edit them in Address info: click the address on the property page, change Access notes, and click Save and continue. Both places edit the same notes.
Screenshot: The property header in edit mode with the Access Notes field.
Access notes appear under the property name at the top of the property page, for everyone in your workspace.
For step-by-step arrival details, use Location Info. It has an Arrival option (such as Front desk, Loading dock or Call on arrival) and Jobsite instructions, and both show on the Location Info card on the property page.
Tip: Keep access notes short and practical. Write them as if giving directions to someone who has never been to the property.
When a gate code changes or an entrance is blocked, update the notes straight away. The change is saved to the property and recorded in its activity log.
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