See and browse all your properties

The Properties page opens with your active properties. Use the Active, Inactive, and All filters above the table to switch between properties currently in service, inactive properties, or every property. Each row shows the property's Name, Address, Status (Inactive for inactive properties, blank for active properties), Notes, and the Customer it belongs to. After a second office is added in Business Profile, the table also shows an Office column with the office the property uses, including an inherited customer office or Main office. Click a column header to sort by it (the list opens sorted by Name), and click a row to open that property.

The New Property button in the top right starts a new one. Next to it, the "..." menu exports the list currently selected: active properties, inactive properties, or all properties. The export action's label matches the selected filter. Click the magnifying glass above the table to search property names, addresses, customer names, or notes across all pages. Search keeps your selected status filter. Click a result to open it. Learn about table search.

Properties list

Where to find it: Main navigation → Customers, then Properties in the submenu (it appears only while you're in the Customers area)

Related guides

• Add or manage contacts on a property

• Adding an asset group to a property

• Create a property

• Move a property to another customer

• Use Customer Billing or set Property Billing