How to create a new property in the Zuper web app?

A property represents the physical space occupied by the customer where field technicians perform their services. It includes various resources and mapped customer details. Managing a property involves operational maintenance and control over real estate, whether residential or commercial.

Navigation: Properties --> + New Property

1. Click the "Clients" module from the left navigation menu and select “Properties.” 

2. Click the "+New Property" button from the top left corner. 

3. Enter the “Primary Information” details as follows:

1. Select the organization from the “Choose Organization."
   
2.  Enter the “Property Name” details.
   
3. Upload the "Property Image."

4. Choose either "Tax Exempt" or "Taxable."

1.  If "Tax Exempt" is selected, tax will not be added.     
   
2.  If "Taxable" is selected, tax will be added based on the specified Tax Group.
   

               

5. Choose the address with the “Pick From Map” option. 

6. Select "Address" or "Geo-Coordinates." Enter the address or coordinates, and click the "Use this address" button. The address, including the landmark, city, state, country, zip code, and geo-coordinates, will be auto-filled. 

7. Click the “+ Pick Customers” button to add the customer if required. 

8. Select the “+ Add Attachment” option to add the property-related attachments.

9. Click the “Save Property” button to save the property.

10. Click the “Create” button to confirm the property creation.

The new property is created successfully. 

Creating a property is essential for associating it with multiple modules, such as assets and customers. This association allows field technicians to efficiently provide services to end customers.

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