Properties

Manage Properties in Contractor Accelerator

Add, edit, delete, move, or search a property.

Add a Property

Add a property to an existing customer in your database.

1. Select CRM.
2. Select Customer.
3. Select an existing customer.
4. Click Add Property on the customer management page.
5. Complete the required property information.
   
   • County and Township: Property county and township auto-populate based on the address entered.
   • See Projects for more information.
6. Schedule an appointment (optional) 
   • Click the Schedule button to launch the appointment calendar.
   • For more information on scheduling appointments, click here.
7. Click Save.

Edit a Property 

Edit the property's address information.

1. Select CRM
2. Select Property, a list of all properties will populate.
3. Find a property by:
   • Using the Search box.
   • Scrolling through the properties' table.
   • Sorting by a column.
4. Select the property and then the project under the correct property from the customer management page.
5. From the Project Overview, select the blue Edit Property link next to Property Address.
6. Click Save.

Search a Property

Find a property in the database.

1. Select CRM.
2. Select Properties.
3. Search property address, customer name, business name, email, phone, or billing address.

Move a Property

Move a previously created property to a new owner.

1. Select CRM.
2. Select Properties.
3. Find and click the property to be moved.
4. Select Move Property on the customer management page.
5. Search for an Existing Customer or create a New Customer.
   • Search an existing customer and select Move to the right of the customer name.
   • Complete the required fields and click Save. Once the new customer is created, the property will move.
6. You will be redirected to the new customer page.

Manage a Property

Manage and view property information. Use the Three-dotted Menu to the right of the property to:

• View Customer: Routes to the customer within the customer table.
• View Projects: Routes to the projects table, showing only the property's projects.
• Delete: Removes the property from the database. All pending appointments and sent/accepted bids must be canceled for each associated project. (Functionality only available for primary users.) 

Manage Data Table List

The CRM section in the top navigation allows you to see Projects, Properties, Customers and more in a table view. This view includes powerful tools to help you organize, analyze, and customize your experience. 

When viewing the table:

• Sort columns by clicking the up/down arrow next to a column title

• Filter results using the funnel icon in the search bar

  • You can add more than one filter at a time

  • All filters work together, so the results must match all the conditions you choose

  • To include multiple values in the same column (like several salespeople), use the “is any of” option

• Show, hide, or reorder columns using the settings icon (three lines and a gear) in the top right corner

• View totals in select columns shown in blue text

• Export filtered data (Primary users only) using the Export button in the upper right corner

👉 Learn more about CRM Data Table Tools