The Property Details page brings together the information associated with a specific Property in one place.
A Property represents the physical location where work is performed. Because ownership can change over time, a Property can be associated with multiple Customers and multiple Projects while maintaining the history of that location.
From Property Details, you can view the Property's current and previous owners, Projects, Property information, ownership history, and more.
Table of Contents
- Property Owners
- Property Projects
- Property Info
- Edit Property Info
- Transfer a Property
- Delete a Property
- Navigating Property Details
Property Owners
The Property Owners tab shows the Customers who are currently or were previously associated with the Property.
This allows the Property to maintain its ownership history even when it is transferred from one Customer to another.
Ownership Status
The Ownership Status identifies each Customer's relationship to the Property.
- Current identifies the Customer who currently owns the Property.
- Transferred identifies a previous owner of the Property.
When a Property is transferred, the previous Customer and their existing Projects remain associated with the Property. This preserves the history of the work completed or proposed at that location.
Open a Customer
Select a Customer from the Property Owners table to open Customer Details.
Customer Actions
Select the three-dot menu (⋮) at the end of a Customer row to access additional actions for that Customer.
Available options include:
- Customer Details
- Edit Customer Info
- Customer Portal
- Additional Customer actions available for that record
Property Projects
The Property Projects tab shows the Projects associated with the Property.
Because Projects remain associated with the Property when ownership changes, this provides a history of the work associated with that physical location across current and previous owners.
The table includes information such as:
- Project Reference #
- Customer
- Salesperson
- Project Name
- Project Type
- Priority
- Other available Project information
Open a Project
Select a Project from the table to open Project Details.
Project Actions
Select the three-dot menu (⋮) at the end of a Project row to access additional actions.
Available options include:
- Project Details
- Edit Project
- Delete Project
Property Info
The Property Info panel displays information about the physical Property.
Property Info includes the Property address and other available location information.
The Property page also provides access to the Property's location/map and Property history.
Use the collapse arrow to collapse the Property Info panel when you need additional room to view the table.
Property Info Menu
Select the three-dot menu (⋮) in the upper-right corner of Property Info to access additional Property actions.
Available options include:
- Edit Property Info
- Transfer Property
- Delete Property
Edit Property Info
Select Edit Property Info from the Property Info three-dot menu to update information about the Property.
Make the necessary changes and select Save.
Transfer a Property
Use Transfer Property when ownership of an existing Property changes.
Transferring a Property allows you to change the current owner without losing the Customers, Projects, or history already associated with that location.
To transfer a Property:
- Open the Property.
- Select the three-dot menu (⋮) in Property Info.
- Select Transfer Property.
- Choose whether the new owner is an Existing Customer or a New Customer.
- Complete the required information.
- Complete the transfer.
Transfer to an Existing Customer
Select Existing Customer when the new owner already has a Customer record in Contractor Accelerator.
Search by the Customer's name, phone number, or email address to locate the correct Customer.
The search results also display the number of Properties already associated with the Customer to help you identify the correct record.
Select the appropriate Customer to continue.
Transfer to a New Customer
Select New Customer when the new owner does not already have a Customer record.
Enter the required Customer information to create the new Customer as part of the Property transfer.
Create a Project for the New Owner
During the Property transfer, you can also create a new Project for the new owner at that Property.
Enter the applicable Project information, including:
- Project Name
- Project Type
- Priority
- Summary
- Salesperson
- Primary Marketing Source
- Secondary Marketing Source
- Financing
Complete the transfer when finished.
What Happens to the Previous Owner and Projects?
Transferring a Property does not remove the previous Customer or their Projects from the Property.
The previous Customer remains part of the Property's ownership history, and their existing Projects remain associated with both the Customer and the Property.
The new Customer becomes the Current owner of the Property and can have their own Projects associated with the same location.
This allows you to maintain a complete history of Customers and work associated with the Property over time.
Delete a Property
Select Delete Property from the Property Info three-dot menu to remove the Property.
Note: Add the current Property deletion requirements/restrictions here once verified.
Navigating Property Details
Property Details uses the same navigation tools found throughout Contractor Accelerator.
Property Owners vs. Customer Properties
These two pages provide different views of the Customer and Property relationship.
Customer Properties answers:
Which Properties has this Customer been associated with?
This includes Properties they currently own and Properties that have since been transferred.
Property Owners answers:
Which Customers have been associated with this Property?
This includes the current owner and previous owners.
Property Projects vs. Customer Projects
Property Projects shows the Projects associated with a specific physical Property, including Projects associated with current and previous owners.
Customer Projects shows the Projects associated with a specific Customer across their Properties.
Breadcrumbs
Use the links at the top of the page to move between related Customers, Properties, Projects, and Bids.
Three-Dot Menu
Look for the three-dot menu (⋮) when you need additional actions.
On Property Details, you'll find these menus:
- In the upper-right corner of Property Info
- At the end of rows in Property Owners
- At the end of rows in Property Projects
The options available depend on the record you're working with.
Tables
Property Owners and Property Projects use tables to provide an overview of the records associated with the Property.
Select a row to open the related record, or use the three-dot menu (⋮) for additional actions when available.
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