Set a property's access info and notes

The property page has two free-text cards on the right. Access Info is for how to get into the site, such as gate codes, a lockbox, where to park, or who to ask; it reads "No access info" until you add something.

Notes is for general notes about the property and reads "No notes about this property" when empty. Click Edit on either card to update it. Both are visible to your team on the property; use Access Info for what a technician needs to reach the equipment.

Links pasted into either field (for example a map link or a building portal URL) become clickable wherever the text is shown in the web app — on the property page, in scheduling, and on tasks — and open in a new tab. Notes, custom field values, technician instructions, scheduling notes, and comments shown in the web app work the same way.

Where to find it: On the property page, the Access Info and Notes cards (right side), each with an Edit link

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