Go to Customers > Properties.
Find the property you would like to edit and click the pencil button for that property.
On the property page you will first see the Main Info Section.
This is where you can rename the Property, add measurements and add/remove tags.
In the Taxes card, change the County, City and State tax percentages. Each one saves when you click out of the field, and the total updates.
In the Property Address card, click the address to edit it, then click Update Address. Address changes aren’t saved until you click Update Address.
You can also adjust the pin for the property if it is not showing in the correct place on the routes.
You can do this by using your current location if you are at the property or using the property location.
You can also enter the coordinates.
After making this change, be sure to click the “Save” button.
In Attach a Crew to this Property, change the crew or employees, then click Save & Reassign Open Events. This also moves this property’s open visits to the new crew.
The last thing you can do on this page is add/remove/edit the default items and services for this property.
Click the “+ Add Line” button to add a new item/service.
To add a package, click the yellow “Add Package” button.
To save the items and services changes, click the “Save” button.
Also on this page:
- At the top: Generate AI Measurements, Measure Property, View All Photos and Add Visit. If the property has a lawn size, you will also see Create Estimate from Measurements.
- Further down: Items & Services History, Chemical Application History, Property Notes (click Update Notes to save) and Photos / Documents.