Manage Properties in Contractor Accelerator
Add, edit, delete, move, or search a property.
Table of Contents
Add a Property
Add a property to an existing customer in your database.
- Select CRM.
- Select Customer.
- Select an existing customer.
- Click Add Property on the customer management page.
- Complete the required property information.
- County and Township: Property county and township auto-populate based on the address entered.
- See Projects for more information.
- Schedule an appointment (optional)
- Click the Schedule button to launch the appointment calendar.
- For more information on scheduling appointments, click here.
- Click Save.
Edit a Property
Edit the property's address information.
- Select CRM
- Select Property, a list of all properties will populate.
- Find a property by:
- Using the Search box.
- Scrolling through the properties' table.
- Sorting by a column.
- Select the property and then the project under the correct property from the customer management page.
- From the Project Overview, select the blue Edit Property link next to Property Address.
- Click Save.
Search a Property
Find a property in the database.
- Select CRM.
- Select Properties.
- Search property address, customer name, business name, email, phone, or billing address.
Move a Property
Move a previously created property to a new owner.
- Select CRM.
- Select Properties.
- Find and click the property to be moved.
- Select Move Property on the customer management page.
- 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.
- 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.)
Search, Filter, Sort or Export a Property List
The table allows you to quickly search, filter, sort, and export data to find the information you need.
Searching and Filtering Data
- Use the Search Bar – Click into the Search bar at the top of the table and type a keyword (e.g., customer name, city, etc) to find relevant entries. Try to use at least 2-3 letters or numbers without special characters to get better results.
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Apply Filters – Click the funnel icon within the Search bar to refine results using specific criteria, such as:
- Status is equal to In Progress
- Salesperson is equal to Felipa Franecki
- If more than one filter is applied, the system will produce only results that are true for all filters.
Sorting Data
- Click the arrows next to any column heading to sort the table in ascending or descending order.
- Sorting applies to numerical, date, and text-based columns.
Exporting Data
- Click the Export button in the upper-right corner of the table.
- The data will be downloaded in a compatible format for further analysis or record-keeping.
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