How to create a property?

The property is the physical space occupied by the customer where the field technician performs the service. The property contains a different list of resources and the mapped customer details. Managing the property includes operational maintenance and controlling the real estate, residential or commercial properties.

1. Select the “Properties” module from the left navigation menu and choose the “+ New Property.”

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

A) Select the organization from the “Choose Organization” option.

B) Enter the “Property Name” details.

C) Click on the “Choose File” option to select the required “Property Image.”

D) Choose the Address option from the map with the “Pick From Map” option. After choosing the address, this will auto-fill the address details such as Landmark, City, State, Country, Zipcode, and Geo-coordinates.

3. While using the pick from map option, you can now choose "Geo-Co-ordinates."

Parent Property

4. Choose the “Parent Property.” The new Property created can be linked to the parent property.

A Parent Property is the top-level service location record for the same customer to group related sub-locations (child properties). It helps you organize complex sites (campuses, buildings, units) and get roll-up visibility for filtering and reporting across those locations

Purpose: Structure multi-site customers (e.g., “Main Campus” → “Dollar Building” → “Floor 2”) and keep jobs, quotes, and assets tied to the right place while enabling site-level rollups.

Note: You can also “Edit” the existing Property and link the parent property to the existing Property.

With this new feature, businesses can link the property with the parent property; hence, when doing the field service, it is easy to get all the details about the properties in a single click.

5. A “Choose Property” pop-up appears. Pick the Property from the list and click the “Select Parent Property” button.

6. Click the “+ Pick Customers” button under the “Customers” section.

7. You will get a pop-up to choose the customer using the “+” option. The Customer Name, Contac Number, Email, and Category will be prefilled.

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

9. The new property is created successfully.

Property creation is the primary part of associating it with multiple modules such as assets and customers. With this association, the service technician can easily provide service for the end customers.