Search and Filter Properties

How to find a property by address, number, owner or company, filter and sort the Properties list, and export it to CSV.

Written by Ava MartinezUpdated 6 days ago3 min readBeginner

What this guide covers

How to find properties, narrow the Properties list, read its numbers and export it.

Search for a property

Use the search box at the top of the app, or press Cmd+K (Mac) / Ctrl+K (Windows). To see only properties, pick Properties from the filters or type is:property.

For a property, search matches:

any part of the address, including the suite or unit, city, state and ZIP
the property name
the property number (for example, PROP-10042)
the owner's name
the owner's company
the primary on-site contact

It covers every property in your workspace, not just the rows loaded on the page.

What the list shows

Each row shows:

Property: the name or address.
Company & Contact: the owner's company and the owner. When there is no owner, the first on-site contact is shown, or No owner.
Invoiced / Due: the total invoiced and the balance still due.
Status: Active, Inactive or Archived.
Last Activity: the latest job, quote, invoice or property change.

More rows load as you scroll. The list updates on its own after you add, edit, archive or delete a property.

The numbers at the top

The cards above the list count every property in your workspace:

Total Properties: all properties except archived ones.
Active Sites: properties with Active status.
Outstanding Balance: what is still due on sent invoices.
Needs Attention: properties with an overdue invoice, plus active properties with no activity in the last 90 days.

Filter the list

Click the filter button and choose any mix of:

Status: All properties, Active, Inactive or Archived. All properties leaves archived ones out; choose Archived to see them.
Type: the building type set in the property's Location Info, such as Commercial office, Single-family home or Warehouse.
Created by: the teammate who added the property.
Date added: last 30 days, last 3 months or last 12 months.

Filters apply to every property in your workspace, not just the loaded rows.

Sort the list

Pick a sort from the sort menu:

Property A–Z or Z–A
Company & Contact A–Z
Balance due high–low
Recently added
Last Activity
Most jobs

Export to CSV

Click More, then Export to CSV. The file has every property that matches your current filters, including rows you haven't scrolled to, up to 20,000 properties. It includes the address, company, owner and owner email.

To export only some properties, turn on selection, tick the rows and click Export in the bar.

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