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Add and manage client properties

Properties are service addresses — add as many per client as you need.

A property is a service address — the place where the work happens. Clients can have as many as they need, and every job you book is pinned to one of them.


Add a property

Open the client's profile and find the Properties card, then click Add:

The Properties card on a client profile with the Add button

Enter the address and save — the new property joins the client's list and is ready to pick the next time you book work for them.

The add property dialog with address fields

Note: One client, many properties — a landlord with six rentals is still one client. Keep the person as the client and add each rental as a property, so their history stays in one place.


Where properties show up

When you book a job, the Client & address step asks which property the visit is for. Estimates and invoices carry the property address too, so everyone — you, your tech, and the client — knows exactly where the work is.

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