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Documentation Index

Fetch the complete documentation index at: https://zuperinc-section23.mintlify.app/llms.txt

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Adding a property allows you to define the exact physical location where services need to be delivered. A property may represent a customer’s office, retail store, or residence and includes vital information like the address, contact person, and service history. Setting up properties ensures accurate job scheduling, technician dispatching, and record-keeping, especially when a customer has multiple service locations.
Navigation:  Clients  -> Properties  ->+ New Property 
  1. Select the “Clients” module from the left navigation menu and choose Properties. Property1 Pn
  2. The Properties listing page opens.
  3. Click the ”+ New Property” button at the top right corner of the page. A new property creation page will appear. Property2 Pn
  4. Fill in the following sub-sections:
    1. Primary Details
      • Choose Organization: Select the organization that this property belongs to.
      • Property Name: Enter the name of the property.
      • Property Image: Upload an image to visually identify the property.
      • Choose Parent Property: If this property is a child property, choose a parent property.
      • Pricelist: Select the relevant price list to be applied when jobs or services are performed for this property. Property3 Pn
    2. Tax Details Choose the applicable tax settings for the property based on your region or internal policies. These settings will automatically be applied to invoices and billing documents. Property4 Pn
    3. Property Address Add the property locations. You can specify these details in two ways.
      • Address Entry: Type the full physical address.
      • Geo-Coordinates: Enter latitude and longitude if you want to use exact map-based positioning. Property5 Pn
        For the most accurate location data, use the “Pick from Map” option. This allows you to pinpoint the address directly on the map interface.

        Once you’ve selected the correct location, click “Use this Address” to save the information.        Property6 Pn
    4. Contacts: Add customer information for this property. Property7 Pn
    5. Other Details If any custom fields are added under the settings, you can fill in the details.
    6. Save Property After entering all the necessary details, click the “Save Property” button to successfully create the property. Property8 Pn
Creating a property is essential for associating it with multiple modules, such as assets and contacts. This association allows field technicians to provide services to end contacts efficiently.