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Adding a Property

Add new properties to track work locations and build maintenance history

Overview

Properties in BlueClerk represent physical locations where work is performed - homes, businesses, or buildings in a subdivision. Every ticket, job, and invoice is tied to a property, creating a complete work history that stays with the location.

Why Properties Matter

The property is the anchor of BlueClerk's work history feature. When you add a property:

  • All work performed there is recorded permanently
  • Future contractors can see what's been done (with appropriate permissions)
  • Homeowners can track all maintenance on their home
  • You can quickly reference past work when returning to a location

Step-by-Step Instructions

For Contractors

Adding a Property While Creating a Ticket

  1. Start creating a new ticket by clicking "New Ticket"
  2. Select a customer first
  3. Click "Add Property" or the + icon next to the property field
  4. Search for the address using Google Places autocomplete:
    • Start typing the street address
    • Select the correct address from suggestions
  5. Verify the details - city, state, and ZIP should auto-fill
  6. Save the property

Adding a Property for an Existing Customer

  1. Go to Customers in the main navigation
  2. Select the customer you want to add a property for
  3. Click "Properties" tab
  4. Click "Add Property"
  5. Search and select the address
  6. Save the new property

For Homeowners

Claiming Your Property

  1. Log in to your homeowner account
  2. Go to "My Properties" in the navigation
  3. Click "Add Property" or "Claim Property"
  4. Search for your address:
    • Start typing your street address
    • Select from the Google Places suggestions
  5. Confirm the property details
  6. Save to claim ownership

Note: You can only claim properties that aren't already claimed by another homeowner. If your property shows as claimed, contact the current owner or support.

For Builders

Adding Properties to Subdivisions

  1. Go to your subdivision in the Subdivisions section
  2. Click "Add Property"
  3. Enter the property details:
    • Street address
    • Lot number (important for tracking)
  4. City, state, and ZIP auto-fill from subdivision settings
  5. Save the property

Property Information Stored

When you add a property, BlueClerk stores:

  • Full address: Street, city, state, ZIP code
  • Google Place ID: Ensures address accuracy and deduplication
  • Coordinates: Latitude and longitude for mapping
  • Lot number: For subdivision properties
  • Ownership: Links to homeowner or subdivision

Tips

  • Use the Google Places autocomplete for accuracy - it prevents duplicate entries
  • Add lot numbers for subdivision properties to stay organized
  • Properties can be associated with multiple customers over time (previous vs. current homeowner)
  • Review property details before saving - changing addresses later can be complicated

Common Questions

Q: What if the address doesn't appear in Google Places? A: Try different variations of the address. If it's a new construction or very rural address, you may need to enter it manually or contact support.

Q: Can I edit a property address after creating it? A: Property addresses generally shouldn't change (they represent physical locations). If you made an error, it's better to create a new property and archive the incorrect one.

Q: What happens when a home is sold? A: The work history stays with the property. The new homeowner can claim the property and see all past work, which is one of BlueClerk's most valuable features.

Q: Can I delete a property? A: Properties with work history cannot be deleted to preserve records. You can archive properties you no longer need to work with.

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