Properties

Manage service locations, contacts, access notes, files, asset groups and assets, and billing rules for each property.

Common tasks

• See and browse all your properties
• Create a property
• What the property page shows
• Add or manage contacts on a property
• Set a property's access info and notes
• See a property's equipment and asset groups
• Use Customer Billing or set Property Billing
• Move a property to another customer

All guides

• See and browse all your properties
• Create a property
• What the property page shows
• Add or manage contacts on a property
• Set a property's access info and notes
• See a property's equipment and asset groups
• Use Customer Billing or set Property Billing
• Move a property to another customer
• Adding an asset group to a property
• Property files and who can see them
• Delete a customer, property, job, quote, or invoice