Creating a Property
Creating a Property
Section titled “Creating a Property”Overview
Section titled “Overview”Creating a property establishes the core record used to manage homeowner information, work orders, appointments, reports, and operational activity. Properties serve as the central organizational unit within the platform.
Property creation includes assigning homeowners, configuring notification preferences, adding property details, applying tags, and optionally documenting notes for internal reference.
Accessing the Properties Page
Section titled “Accessing the Properties Page”From the dashboard, selecting Properties from the left-hand menu opens the Properties page. This page displays all properties the user has access to.
The Properties page includes:
- A search bar for locating specific properties
- A table listing properties with:
- Homeowner name
- Property address
- Report sent by
- Report sent at (date and time)
- An Add Property button located at the bottom right of the property list
Starting Property Creation
Section titled “Starting Property Creation”Selecting Add Property opens the Add Property – Create a New Property page, where property details are entered and configured.
Homeowner Assignment
Section titled “Homeowner Assignment”The first step in property creation is assigning one or more homeowners.
Selecting the homeowner button opens a selection window that displays existing homeowners, including:
- A checkbox for selection
- Homeowner name
- Contact email address
Multiple homeowners may be selected if applicable.
Creating a New Homeowner
Section titled “Creating a New Homeowner”If the required homeowner is not listed, selecting Create Homeowner opens a new window to enter homeowner details, including:
- First name
- Last name
- Contact email
- Contact mobile number
Homeowner notification preferences are configured during creation.
Homeowner Notification Preferences
Section titled “Homeowner Notification Preferences”Notification preferences determine how homeowners receive communications related to the property.
Available notification types include:
- Homeowner reports
- New work order notifications
- Work order reminders
- Work orders rescheduled
- Work orders canceled
Each notification type can be set to:
- SMS - (Coming Soon)
- Both
- Neither
Preferences are controlled using pill-style toggles. Once configured, the homeowner can be saved or the process canceled.
Confirming Homeowners
Section titled “Confirming Homeowners”After selecting or creating the appropriate homeowner(s), the selection must be confirmed before continuing with property creation.
Property Information
Section titled “Property Information”After homeowner assignment, property-specific information is entered.
Property Photo
Section titled “Property Photo”A property photo may be uploaded by selecting the photo upload option and choosing an image from the device.
If multiple homeowners are assigned, a Primary Homeowner must be selected from a dropdown list.
Address and Property Details
Section titled “Address and Property Details”Property address details include:
- Street address
- City
- State
- Postal code
- Square footage
These fields define the physical location and size of the property.
Tags are used to categorize and organize properties.
Common tag use cases include:
- Property type
- Neighborhood or zoning
- Work routes
- Seasonal or vacant status
- HOA associations
Selecting Add Tags opens a tag selection window with:
- A search bar for existing tags
- A list of available tags with selection checkboxes and descriptions
- Cancel and Confirm options
If a required tag does not exist, tags can be created from the Tags section in the main menu. Tag creation is detailed in the Tags reference page.
Property Notes
Section titled “Property Notes”An optional property note may be added during creation.
Selecting Add New Note opens a section to enter:
- Note title
- Note details
Notes are saved individually and attached to the property for internal reference.
Completing Property Creation
Section titled “Completing Property Creation”Once all required and optional information has been entered, the property can be finalized by selecting:
- Confirm to create the property
- Cancel to discard changes
After creation, the property becomes available throughout the platform for scheduling, reporting, and task management.