Managing the property detail

Efficiently managing property information is crucial for delivering high-quality service, ensuring accurate job allocation, and maintaining clear visibility across all service locations. Zuper provides a centralized and structured property module that allows you to create, organize, and maintain detailed property records, serving as a single source of truth for all location-based customer data. With Zuper, you can consolidate key details like property address, contact information, tax details, and linked customer or organization records. Properties act as foundational entities for associating jobs, invoices, assets, and projects, making them essential to the day-to-day functioning of your field service operations. This guide will help you access the Properties module, create new property records, and manage property-related information effectively.

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Accessing the property listing page

The Property Listing Page layout in Zuper includes view management, column selection, views, and saving customized views. This process is performed directly on the module’s listing page.

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Default Listing Behavior

The system retains its existing default listing behavior, ensuring that pre-set configurations or default views are preserved. When you first access the Property Module Listing Page, you’ll see the default view with columns such as Property Number, Property Address, Property Tags, and Property Status.

• Select the “Client” module from the left navigation menu and choose “Properties.”
• You will land on the Properties listing page, which provides a comprehensive view of all your properties with key information such as Property Name, Status, Associated Customer or Organization, and Created By.

2. From the “Views” list, click “+Create new view.”

3. A “Create View” dialog box appears.

View Name (Mandatory) – Enter the view name. Share with - Select any one of the options (User, Team), and you can add the relevant users. Visibility to all users – Toggle on to make this view visible.

4. Once you click “Create,” the Columns sidebar appears, showing “Available Columns” and “Displayed Columns.” To add a column, drag and drop it from the “Available Columns” list on the left to the “Displayed Columns” list on the right. You can click “Continue.”

5. To remove a column, drag it from the “Displayed Columns” list back to the “Available Columns” list or click the - next to the column name. Click Continue to apply the changes.

6. If you wish not to add any filter, click “Skip and Save” to create the view.

7. The view is saved successfully.

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Applying filters

The Filter feature lets you refine your view by applying multiple filters based on available attributes. For example, you can select an attribute like “Contact Status Type,” choose conditions such as “Equal to,” “Contains,” or “Does Not Contain,” and choose the desired value. Once the filter is applied, the results will update to show only the Properties that meet your criteria, making it easier to find and manage relevant Properties.

1. Click “Filter” at the top left of the page. Choose the attributes you want to filter by, apply the desired conditions, and click the “Add” button to view the results.

2. Click “Update View” to modify the existing view.

4. The new view is set successfully with the filter. You can view the filter created and the filter name from the view list.

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Update View

An update view allows you to modify the current display settings of the “Property” section. After making changes, you can save the updated configuration to the existing one or name it a new view.

1. Add/remove the existing columns and click “Update View” to modify the existing view.

2. The view is updated successfully.

3. Click the down arrow below the “Update View” to create a new view by clicking “Save as new view.”

4. A “Create View” dialog box appears.

• View Name (Mandatory) – Enter the view name.
• Share with - Select any one of the options (User, Team), and you can add the relevant users.
• Visibility to all users – Toggle on to make this view visible.

Click “Create” to create the new view.

5. Click “Reset View” to reset the current view.

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Setting Permissions for Views

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Edit Permissions

Users with edit permissions can modify the layout:

• They can add/remove columns, reorder them, and adjust views as described above.
• If permission is given, changes can be saved as a new view or overwritten as an existing one.

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View Permissions

Users with view-only permissions can see the layout but cannot make changes:

• They can view the customized columns and filters but cannot edit them. To ensure consistency for viewers, they can save them as a new “View.”

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Make changes to the view

• Rename: This option allows you to change the view’s name (e.g., from “Prop” to something else).
• Visibility: This lets you adjust who can see the view. Options include sharing with a user or team or keeping it private (“Only Me”), as well as toggling visibility for all users in Zuper (as shown in the “Create a View” dialog in prior images).
• Duplicate: This function creates a copy of the “Prop” view, allowing you to modify the duplicate without affecting the original.
• Delete: Removes the view entirely. Since this is a custom view, deleting it would revert the listing to the default view or another saved view. Only the created user can delete the view.

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Pinned filters

Zuper’s Properties module lets you use pinned filters to streamline your filter experience. Pinned filters keep your most-used criteria readily accessible for quick application. Pin up to 3 filters in any module.

1. Select the “Clients” module from the left navigation menu. Choose the “Properties.”

2. Pin Filters for Quick Access

• Once your filters are set, click the Pin Filters button in the dialog box to save them as pinned.
• Pinned filters appear in the dialog box’s “Pinned Filters” section, allowing you to apply them with one click in future sessions.

3. To Unpin the filter:

• To unpin, select a pinned filter and click Remove.
• To apply pinned or default filters, open the dialog box and select them.
• Use Clear All to remove active filters and return to the full job list.

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Creating a new property

You can quickly create a new property directly from the listing page.

1. Click the ”+ New Property” button in the top right corner.
2. Fill in the required fields such as Property Name, Property Address, Contact Information, and Tax Details.
3. For a step-by-step walkthrough, refer to the Creating a new property article.

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Managing property details

Once you select a property from the Properties listing page, the Property Details page opens. It provides a centralized workspace to view and manage property information, associated records, recent activities, and attachments.

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Left Panel – Property Information

The left panel displays the property’s basic information and provides quick access to create property-related records, such as Jobs, Projects, Quotes, and Invoices, as well as to add notes. At the top, you can view the following details:

• Property Name: Displays the name of the property.
• Property Address: Displays the property’s location.

Below this, the Primary Details section displays the following information:

• Organization: The organization associated with the property.
• Parent Property: The parent property, if applicable.
• Pricelist: The pricelist associated with the property.
• Property Address: The property’s registered address.
• Assigned To: The users or teams assigned to the property.
• Tax Preference: The property’s applicable tax preference.
• Tags: Tags associated with the property.
• Created By: The user who created the property.
• Last Updated At: The date and time when the property was last updated.

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Center Panel

The center panel provides access to property-related information through different tabs.

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Right Panel – Attachments

The right panel displays files attached to the property. You can view existing attachments and upload additional files using the + icon.

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More Actions

The More Actions menu at the top-right corner provides additional options for managing the property.

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FAQs

1. Why can I not edit the address on a completed job?

Completed and closed jobs lock the property and schedule fields to preserve the service record. Edit the property record itself (Client > Properties > Edit Property) and the updated address will apply to all future jobs at that property.

2. Can I change the property on an accepted quote?

No. Once a quote is accepted, the associated customer and property are locked. Clone the quote to create an editable version with the correct property.

3. I edited the property address b,ut the invoice still shows the old address. Why?

Invoices capture the billing address at the time they were created. Editing the property after invoice creation does not update the address on existing invoices. To correct an invoice address: void the invoice, update the property, then re-create the invoice.