A customer can have more than one property, and routing cares about the property, not the customer. The Properties page is every service address across your whole book of business in one list, so you can spot the ones that are not ready to route.
1 Where properties come from
Properties belong to customers. You add and edit a property’s address and pricing under the customer, on their detail page. The Properties page is the cross-customer view: it shows you everything at once, but it does not replace the customer record as the place you manage the details.
2 Find a property fast
Open Properties from the left menu. There is a search box that reads Search by address or customer, so either half of what you remember will find it. Type a street name, or type the customer’s name to see all of their addresses together.
You can also sort by city, City (A to Z) or City (Z to A), which is the quickest way to group work geographically before you plan a day.
Click any customer name in the list to jump straight to that customer’s page.
3 Read the GPS column
Each row carries a GPS badge, and this is the column that actually matters for routing. There are three states:
- GPS set means the property has coordinates and is ready to route.
- Needs review means there are coordinates, but something about them wants a quick look.
- No GPS means the property has no coordinates at all yet.
A property with No GPS can still hold a job, but it cannot contribute to an optimized route, and your crew gets an address rather than a pin to drive to. Scanning this column and clearing the gaps is a five minute job that pays for itself the first time a driver does not have to phone the office.
4 Set or correct the pin
The right-hand column has a button that reads Set location when a property has no coordinates, and Edit location when it already does. Clicking it opens a map picker in a pop-up titled Location followed by the street address.
That picker is covered step by step in how to fix a property’s map pin, including what to do when the automatic geocode drops the pin on the wrong side of the street.
5 Record the gate code, the dog and where to park
Everything a crew needs to know before they get out of the truck belongs on the property, once. Open the property and fill in Gate, pets, parking & access:
- Gate or lock code, for example 4821#
- Pets, for example Big friendly dog in the back
- Parking, for example Driveway only, no street parking
- Other access notes, for example Side gate sticks, alarm by the door
It then rides along with every job at that address, so whoever turns up already knows without ringing you. The crew app shows it on the job, on iPhone and Android. In the web app it shows on the job page and on the route stop card in Schedule.
You do not have to dig back into the customer to change it. Each property card shows what is saved, or No access info with an Add link when nothing is. On a job page, edit it from the access box. On a job page with nothing saved yet, the link reads Add gate, pets & parking. In Edit Job, use the Gate, pets & parking link under the property. Whichever one you use, it saves to the property, so every job there picks up the new code.
Your crew can fix it too, since they are usually the ones who learn the new code at the gate. In the worker app, a crew member on the job (or on the job’s crew) taps Add gate, pets & parking, or Edit when something is already saved, on the job screen. It saves to the property the same way.
This is for your crew only. None of it shows in the customer portal, on quotes or on invoices. This is the single cheapest thing on this page and the one operators skip: five minutes per property in the off-season, against a phone call from the curb every time you send somebody new.
Keep it to what somebody needs to do the work. A property note is not the place for anything you would not want a crew member reading out loud, and a gate code is worth reviewing when a customer changes it or when somebody leaves.