The properties
module helps you to manage your property details. The properties can be mapped
to the customer, and you can create a new job for a property.
Properties Listing Page:
You
can view the list of properties and their details.
1. Select the
"Clients" module from the top-left
hamburger icon.
Now
choose the “Properties” module from the drop-down list.
Mobile:
Tab:
2. You can view the “Properties” module listing page. You can
view all the properties in the list view here.
Mobile:
Tab:
3. You can use the “Search” icon to explore the property details.
Mobile:
Tab:
4.
You
can use the down arrow to view the quick filter.
Mobile:
Tab:
5. The “Filter” icon can sort and
filter the property details. Click the “Apply” button to view the filtered
list.
Mobile:
Tab:
Property Details Page:
You can view the list of properties and their details.
1. Select the "Clients" module from the top-left hamburger icon.
Now choose the “Properties” module from the drop-down list.
Mobile:
Tab:
2. You
can use the “Navigate” option to contact the property.
Mobile:
Tab:
3. You
can add “+Add
Note” to create a
new note.
Mobile"
Tab:
4.
1. Enter the
notes.
2. Image, Audio,
Video, and Document – You can add various multimedia files.
3. Use the
“+” option to associate the notes with other modules.
4. You can add notes and make
them public or private note
Click “Save” button to create a new note.
Mobile:
Tab:
5. The
new note was created successfully. You can Edit the Note, Modify the privacy settings or delete the note.
6. Use the “+ New” option to create a new Job,
Quote, or invoice.
Mobile:
Tab:
7. Use the “Kebab” icon to “Edit,” “Deactivate,” or "Delete” the property.
Mob:
Tab:
8. You can view the list of activities you performed under the “Activity” section.
Mobile:
Tab:
9. Click “+ New” button to create a new Job, Quote, or invoice.
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.
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