Skip to main content
A property is the place where the work happens. Each one belongs to a client and carries the details a crew needs before they show up: where it is, what kind of building it is, how to park, and anything unusual to watch for. Getting these right means fewer surprises on the day of the job.
Property details live alongside the job. You’ll find and edit them on a client’s project, under the Property Details card.

​
Where property details live

Open a client from the Clients page, then open one of their projects. On the project you’ll see two cards side by side:
  • Property Details — the address and the basics of the building.
  • Contact Details — the people tied to the job (covered in Manage contacts).
The Property Details card shows the Address, Property Type, and Parking at a glance. When the address can be mapped, you’ll also see a quick distance link and a tap-to-open map.

​
Edit the address and basics

1

Open the editor

On the Property Details card, click the edit (pencil) button. The Property Details window opens.
2

Set the address

Start typing in the Address field and choose the match from the suggestions. Picking a suggestion fills in the street address, city, state, and postal code for you. If there’s an apartment, suite, or unit number, add it in the optional Address line 2 field.
3

Choose the property type

Use the Property type menu to pick what kind of building it is: Single Family Home, Residential 2-4 Units, Residential 5+ Units, or Commercial.
4

Choose parking

Use the Parking menu to note what’s available: Driveway, Street, Alleyway, Unspecified / Difficulty Parking, or Other.
5

Save

Click Save Changes. To exit without saving, click Cancel.
If the property already has an estimate, the address fields — including Address line 2 — are locked, and you’ll see a note explaining why. To change a locked address, delete the estimate(s) tied to it first, then edit the address.

​
Access, hazards, pets, and special instructions

The deeper property details — the ones that help a crew plan the visit — are captured when you build an estimate, on the inspection step of the Calculator. These include:
  • How many stories the property has.
  • Whether the property is occupied — Yes, No, or Partial Occupation.
  • Estimated parking distance from the front door — from a short walk up to “Unknown / Prepare for the worst.”
  • Pets the crew should be aware of.
  • Known obstacles or hazards — for example, low ceilings, tight access, or fragile items.
  • Special instructions for parking or accessing the property — for example, a gate code or lockbox.
Fill these in while the visit is fresh in your mind. The more accurate the access notes, hazards, and pet warnings, the smoother the crew’s arrival — and the fewer callbacks for a locked gate or an unexpected dog.

​
What’s next

Manage contacts

Add the people tied to the property and capture their relationship to it.

Manage client accounts

Browse your clients and keep billing details and the client-since date current.