Viewing Property Details

Overview

The property detail page gives you a complete view of a location - its address, ownership, and most importantly, its work history. This is where you can see everything that's happened at a property and plan future work accordingly.

Accessing Property Details

From the Tickets or Jobs List

1. Find a ticket or job associated with the property
2. Click the property address link
3. You'll be taken to the property detail page

From a Customer Profile

1. Go to Customers and select the customer
2. Click the "Properties" tab
3. Click on any property to view its details

From Search

1. Use the global search (magnifying glass icon or Cmd/Ctrl + K)
2. Enter the property address
3. Click the matching property from results

Property Detail Sections

Overview

The top section shows:

• Full address: Street, city, state, ZIP
• Map preview: Visual location reference
• Property status: Active, archived, etc.
• Ownership: Who owns or is associated with this property

Current Owner/Customer

Shows who currently owns or is responsible for the property:

• Homeowner: Name and contact info
• Builder: For subdivision properties under construction
• Business: For commercial properties

Quick Actions

Common tasks you can do from the property page:

• Create Ticket: Start a new work request for this location
• Create Job: Schedule work directly
• Create Invoice: Bill for work at this property
• View History: See all past work (jumps to history tab)

Work History Tab

The most valuable section - shows all work ever performed at this property:

• Tickets: All work requests, past and present
• Jobs: Scheduled and completed jobs
• Invoices: Billing records
• Estimates: Quotes provided

Each entry shows:

• Date
• Type of work
• Status
• Contractor who performed the work
• Amount (for invoices)

Contacts Tab

Lists contacts associated with this property:

• Primary contact: Main person to reach
• Additional contacts: Secondary contacts
• Contact methods: Phone, email

Using Property Information

Before a Job

Review the property details before heading out:

1. Check the address and get directions
2. Review any notes from past visits
3. Look at work history to understand the property's background
4. Note any special access instructions

During a Job

Reference property information while on-site:

1. Verify you're at the correct location
2. Look up past work if the customer mentions previous issues
3. Add notes for future reference

After a Job

Update property records:

1. Work history updates automatically when you complete jobs
2. Add any important notes about access or conditions
3. Update contact information if it's changed

Tips

• Use the work history to avoid duplicate work - see what's already been done
• Check property notes before visiting - previous contractors may have left helpful info
• When discussing a property with a customer, reference the history to show professionalism
• Filter history by type (tickets, jobs, invoices) to find specific records quickly

Common Questions

Q: Can I see work done by other contractors? A: You can see work history that's been shared with the property. Some contractors may keep certain details private.

Q: How do I add notes to a property? A: Add notes when creating tickets or completing jobs. These notes become part of the property's permanent record.

Q: The property shows a different owner than my customer. Why? A: The property may have been sold, or you're working for a tenant/property manager rather than the owner. This is normal.

Q: Can I print property details? A: Yes, use your browser's print function (Ctrl/Cmd + P) from the property detail page.

Related Articles

• Adding a Property
• Property Work History
• Creating a Ticket