The association of properties
with the customers helps break the gap between the field technician and the end
customer. By this, the business can track the customer’s property and the service
maintenance done by the technician.
1. Select the “Properties” module from the left navigation panel.
2. Select
the property to edit along with the customer associated with them. Select “Edit
Property” to edit the customer details. If you want to deactivate the
customer related to the property, select the “Deactivate Property” option.
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.
4. Add the relevant customers related to the
property using the “+ Pick Customer” option and select the “Delete”
option to remove the customer details.
Here we can notice the properties and customer details are
linked appropriately. By this, the business can track the customer’s property and
the service maintenance done by the technician.