6 instructions
Properties & Customers
Manage properties, addresses, plans and customers. Find the right step-by-step instructions.
Properties & Customers
Create customers and contacts
Save your clients with contact person and email address so that reports are prefilled appropriately.
Properties & CustomersCreate a new property
Create a fixed work location with service, address, customer, employee instructions and responsibilities.
Properties & CustomersCorrect address and map location
Find a changed address again or manually set the correct point on the map.
Properties & CustomersStore property images and plans
Save site maps and reference images directly to the property so your team can identify the right areas.
Properties & CustomersSearch properties and filter lists
Find properties by name or address and narrow the display by customer, employee or service.
Properties & CustomersDelete and restore properties
First remove properties that are no longer needed in the trash and restore entries that were accidentally removed.