View the Property Detail Page
What each part of the property page shows: owner, company, contacts, tasks, jobs, quotes, invoices, equipment, files, service history, activity and money totals.
What each part of the property page shows: owner, company, contacts, tasks, jobs, quotes, invoices, equipment, files, service history, activity and money totals.
A tour of the property page, from the header down to the sidebar.
Click any row on the Properties list, or pick a property from search. The page address can be shared with a teammate.
The header shows the property's name or address, its status, and its access notes. Below that are quick stats:
The buttons on the right are Edit, New Job and More. More has Create Job, Create Quote, Create Invoice, Archive and Delete.
Address (with suite or unit), property type, square footage, year built and floors. Click Edit to change any of them. Click the address to open Address info, where you place the map pin and add location details.
Shown once the property has a map pin or location details. It has a map of the property and the entity type, building type, room or floor, arrival option and jobsite instructions. Click Edit pin or the map to move the pin or change the details.
The contact who owns the property, with their company, email and phone. Click Change owner to pick someone else, or Set owner when it says No owner. See Property Owners and On-Site Contacts.
Open tasks for this property. Tick a task to complete it. Add Task opens a new task already linked to the property. Completed tasks are tucked under a toggle below the card.
On-site contacts, with their role. Add Contact adds another person.
Equipment at the property. Add Equipment adds an item; the pencil opens the item's own page to edit it.
Documents attached to the property. Upload adds files. Click a file to open it. File links keep working; they don't expire.
The property's five most recent completed jobs, with the total count. Each row shows the job's quote and invoice numbers when it has them. View all service records opens every completed job at the property.
The sidebar has three tabs.
A history of changes to the property: when it was created, which fields were edited, owner changes, archive and restore, on-site contacts added or changed, notes and files. See View Property Activity Log.
Notes for your team about this property. Customers never see them.
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