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

Navigation: Clients ->Properties -> Properties listing page
  • 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.
Property1 Pn

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Exploring the listing page

The Properties listing page is designed for easy access and management of records. It includes the following elements.

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Search and Filtering

  • Use the search bar to find a property by name or zip code.
  • Apply filters to narrow down the properties list by attributes like Jobs Count, Contact, Organization, and more.
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Customization options

You can customize the listing page to match your preferences. To do this:
  1. Select the Customize button at the top-right corner.
  2. Choose which fields to display.
  3. Drag and drop fields to rearrange them in the desired order.
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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 a property is created, its details page becomes your go-to space for managing its lifecycle. The page follows a three-column layout: The left panel displays the property’s primary details, while the right panel provides contextual insights and quick actions for efficient property management. Property5 Pn

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Left panel

The left panel contains property-related details such as the property’s name and address. Below this, you will find the quick actions bar, which provides contextual action buttons, including options to create a new job, project, quote, invoice, and add notes. Property6 Pn

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Right panel

In the right panel, you can view the other module details interlinked with the property module, such as contacts, organization, project, quotes, invoice contract, and assets association for the property. Property11 Pn

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More actions   

Managing property doesn’t stop at viewing details, and you can perform various actions such as editing, deactivating, and deleting the property. To do this, click the “More Actions” button at the top right corner of the page and select the desired option. Property12 Pn