Adding a Second Property for a Customer

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

Steps

1. Go to Properties and click Add Property.

2. Enter the property name. The name must be unique — it cannot match the existing property 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

3. Enter the address and the initial homeowner contact, then click Create Property.

4. Complete the rest of the property details on its tabs (security and gate codes, notes, schedules, billing rates, etc.) as you normally would for any new property. See The Property Screen.

Important notes

• The second property is a completely independent property record. It has its own visit schedule, billing, rates, reports, and invoices. Changes to one property do not affect the other.
• Each property syncs 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.
• If you want to find both properties quickly, give them the same Tag (see Using Tags) or the same Route value on the Overview tab; the Properties list search matches on either.