Move an asset group to another property
Move a whole asset group to a different property, including a property owned by another customer.
Where to find it: On the web, open an asset group, open the ⋮ menu beside the group heading, and choose Move to Another Property.
Search for the Destination property by customer, property name, or address.
Select the destination and review the move details.
Choose Move Asset Group.
The group keeps its assets, attributes, files, service completion history, and recurring service settings. Existing jobs and inspection reports retain their original property. The group and both properties record the move in their timelines.
Automation settings stay unchanged. Recurring-service outreach uses the destination customer's contacts and property contact roles. If the destination property, customer, or group is inactive, it stays inactive and outreach remains subject to that status.
If the group is selected for an open visit, remove it from that visit's expected assets before moving it. Historical visits stay with their original property.
If the destination already has a group of the same type, including an inactive group, you need the Create Multiple Asset Groups permission to move another group there.
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