Move a property to another customer

If a property is under the wrong account, use Move to Another Customer to reassign it. It's in the ... (kebab) menu next to Edit on the property page, and only appears if you have permission to merge and split customers and the customer isn't connected to a payment integration.

If Move to Another Customer is missing but you need it, contact your business's administrator to review your role. If the administrator cannot make the permission change in Settings, they can contact Essential from the Talk to a human tab.

You choose where the property should go, then confirm the move. You have two options:

• Existing customer — search for and pick another customer already in Essential.

• New customer — create a brand-new customer as part of the move. Enter the company name (required), and optionally a company phone number, Customer Billing settings (billing address, payment terms, tax-exempt and autopay settings, billing notes), and notes about the customer. If your business has required custom fields on customers, fill those in before the move can go through.

This is the way to fix a property created under the wrong customer, since the customer on an existing quote or invoice cannot be changed after it's created. Moving the property brings it, and its related records, onto the destination customer.

One thing to watch: if this is the customer's last property, moving it deletes that customer - you're warned first, and asked to move or delete each of the customer's contacts as part of the move.

Where to find it: On the property page, the ... (kebab) menu next to Edit -> Move to Another Customer (shown only with merge/split permission, and not when the customer is connected to a payment integration)

Related guides

• Create a property

• Add or manage contacts on a property

• Adding an asset group to a property

• Use Customer Billing or set Property Billing

• Property files and who can see them