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.