Adding a Second Property for a Customer

When a customer has more than one property, each property is set up as its own separate customer record. There is no link or dependency between the two records — they are managed, billed, and reported on independently.

Steps

2. Go to Customers and tap Add Customer.

3. Enter the customer name. The name must be unique — it cannot match the existing customer name exactly, as this will cause a conflict when syncing to QuickBooks/Zoho/PennyLane. Use a naming convention that clearly identifies each property, for example:

   • Smith, John - 123 Main St
   • Smith, John - 456 Oak Ave

4. Complete all property details (address, gate code, alarm info, visit frequency, rates, etc.) as you normally would for any new customer.

5. Save the customer.

Important Notes

• The second property is a completely independent customer record. It has its own visit schedule, billing, rates, reports, and invoices. Changes to one property do not affect the other.
• Each property will sync to accounting as its own separate customer, which is why the name must be unique.
• If desired, you can organize the two customers under a parent/sub-customer hierarchy in QuickBooks after they sync. This is purely a QuickBooks organizational feature and does not affect how the properties are managed in the system.