> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/customers-and-work/properties/common-property-questions.md). # Common property questions ## How do I add a property to an existing customer? Open the customer, then use the property add action from that customer. The new property stays tied to the customer you started from. If you are creating a new customer and already know multiple locations, use the customer form's add-property option while creating the account. ## How do I move only a few properties to another customer? Use the property move flow when one property needs to move. Do not use customer merge if only a few properties should move from one large customer to another. If several properties need to move and the app does not make the bulk move clear, contact Essential through the Talk to a human tab with each property and the destination customer. ## What is the difference between merge, split, and move? Use **move property** when one service location should belong to a different customer. Use customer merge or split only when the customer record itself is being reorganized. ## Can duplicate properties be merged? Contact Essential through the Talk to a human tab when duplicates came from an import or contract upload. Include the duplicate property names, addresses, customer, and any IDs from the import source so Essential can confirm which record should remain. ## Why are inspection reports or visits not visible in the customer portal? Customer Portal visibility depends on how the report or visit was created, the customer and property relationship, portal setup, and contact access. If a report or scheduled visit should be visible but is not, check the customer portal settings and contact access first. Then contact Essential with the customer, property, report or visit, and portal user. > **Where to find it:** Customer page, Property page, Customer Portal settings, and Essential Assistant > Talk to a human ## Related guides * [Create a property](/customers-and-work/properties/create-a-property.md) * [Move a property to another customer](/customers-and-work/properties/move-a-property-to-another-customer.md) * [Merge or split customer accounts](/customers-and-work/customers/merge-or-split-customer-accounts.md) * [Turning on Customer Portal access for a customer](/customers-and-work/customers/turning-on-customer-portal-access-for-a-customer.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://learn.withessential.com/customers-and-work/properties/common-property-questions.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.