Adding Properties

Adding Properties

Properties are used to group Locations across different Customers for reporting purposes. They are commonly used to group locations by region or territory.

Adding Properties
Editing Properties
Deactivating Properties
Assigning Locations to Properties

Contact our Customer Support team to enable Property Management in your account.

Adding Properties

1. On the web portal, navigate to Customers > Manage Properties.
2. Select + Add New Property.
3. Add the required information (General and Address information).
4. Select Save.

Editing Properties

1. On the web portal, navigate to Customers > Manage Properties.
2. Select the Edit Pencil in the Actions column.
3. Edit the information, then select Save to confirm changes.

Deactivating Properties

1. On the web portal, navigate to Customers > Manage Properties.
2. Select the X button in the Actions column.
   1. Properties can only be deactivated if there are no assigned Locations.
   2. To reactivate a property, select the Reactivate button in the Actions column.

Assigning Locations to Properties

From Property Maintenance

1. On the web portal, navigate to Customers > Manage Properties.
2. Select the Edit Pencil in the Actions column for an existing property.
3. Under Client Property Detail, select Assign on a Location to assign it to the property.
   1. Select Unassign the remove the Location from the property.

From Location Maintenance

1. On the web portal, navigate to Customers > Manage Locations.
2. Select the Edit Pencil in the Actions column for a location.
3. Under Billing Information, select an option from the Property dropdown.
   
4. Select Save to confirm changes.

For more information, or to send in a request to the Janitorial Manager support department, use the red 'Help' button in the bottom right corner of any Help Desk article.