Property Notes Prompts

Property Notes are the details you keep about each home: who the plumber is, the Wi-Fi password, the filter size, and so on. You set up the list once, and every property gets the same list to fill in.

The list has two parts:

• Category: a heading that groups notes together, such as HVAC, Plumber or Pool.
• Description: one line under a category, such as Filter size or Company and phone. On each property, you type the answer next to it.

For example, the HVAC category could have the descriptions Filter size and Heat set at. On a property, that shows as:

HVAC Filter size: 16x25x1 Heat set at: 55°F

A starter list is already set up for you. You can change it any time.

Open the list

Click Lists in the left-hand menu, then the Notes Prompts tab. Categories are on the left. Descriptions for the selected category are on the right.

Add a new category and its descriptions

1. Under Categories, type the name in New category (for example Pool) and click Add.
2. Click the new category in the list so it is highlighted.
3. Under Descriptions, type a line in New description (for example Pool company and phone) and click Add.
4. Repeat step 3 for each line you want under that category.

Caution

A new description always goes under the category that is highlighted. Before you add one, check that the right category is selected.

Add a description to an existing category

1. Click the category on the left (for example Plumber).
2. Type the line in New description and click Add.

Rename, reorder or remove

• Rename: click the pencil next to a category or description.
• Reorder: drag a row by its handle.
• Remove: click the trash can.

Good to know

• The list is shared by all your properties. Renaming a description changes its label everywhere, and the answers already typed stay.
• A description is the label shown before the answer. If a label doesn’t fit what you type there (for example Water Shut Off where you keep the plumber’s name), rename it.
• A category that still has descriptions can’t be removed. Remove its descriptions first.
• A description that has answers on a property can’t be removed. Clear those answers first.
• To fill in the notes for one home, open the property and use its Notes tab (Add / Edit Notes). See The Property Screen.

Questions

I added new items and they showed up under the wrong category. They were added while another category was highlighted. Contact support and we’ll move them for you, answers included.

How do I stop a label like “Water Shut Off” showing on every plumber? Click the category, then click the pencil next to the description and give it a better name, such as Plumber.

Will changing the list delete what I’ve typed for my properties? No. Renaming and reordering keep every answer.

Using a note in a report

A property’s answer to a Notes Prompt can be pulled into a report question automatically. On the question in the template editor, use Pre-fill from property and pick the prompt from the Notes prompts group of Insert a value — it inserts a token such as {{note.thermostat_setting}} (the prompt’s name in lower case, with spaces and punctuation replaced by _). When the technician starts the report, the token is replaced with that property’s note. The same {{note.<prompt>}} token already works in Forms and Agreements.

See Pre-fill from Property for the details.