Properties & Customers · 2 minutes reading time

Search properties and filter lists

Find properties by name or address and narrow the display by customer, employee or service.

Search properties and filter lists: View in the customer portal or in the employee app with sample data
Example view · Click the image to enlarge.The screenshots show the German example interface. The instructions are available in your selected language.
01

Open the relevant overview

Under Properties you can see the general administration. In cleaning, summer service or winter service, the display is already aligned to the respective work area.

02

Enter search term

Enter part of the property name or address in the search field. Even if an address is not additionally displayed in a compact line, it can still be used for searching.

03

Use customer filter

Select a customer to view their locations. You can use Without Customer to find properties whose customer assignment still needs to be completed.

04

Filter employees

Select an employee to check their assigned properties. The Without Employees selection helps you search for properties that have not yet been assigned, provided it is offered in the view.

05

Limit service or status

In the general property list you can filter by summer service, winter service or just cleaning. Service overviews also offer their respective status filters.

06

Reset filters

Reset filters when an expected property is missing. On a winter tour, the visible selection must also be checked before downloading a route.

Frequently asked questions

Does the number on the left mean the fixed property number?

In normal lists it is a sequential number of the current display. In employee tours, it refers to the order within the respective tour.

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