How to manage customers associated with a property?

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.

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