Properties (Pilot)

Properties gives each customer one or more service-address profiles, including the access details technicians need before they arrive: gate codes, alarm codes, lockbox combinations, dog warnings, parking notes, best visit time, and other site notes.

Pilot availability: Existing pilot accounts can keep using Properties. New installs and re-enables are paused.

The Properties overview shows aggregate counts without exposing individual customer records. Totals vary by account. Open the full-size image.

When to use this

Use Properties when:

• One customer has multiple service locations, rentals, vacation homes, or commercial sites.
• Technicians need address-specific instructions before they pull into the driveway.
• Your office needs to mark the primary property for a customer while keeping secondary sites available.
• Dispatchers want to filter service locations by customer or property type.

Before you start

• Confirm your account already has Properties enabled. New installs and re-enables are paused during the pilot.
• Make sure Customers is available, because every property belongs to a customer.
• If the page says the plugin is disabled, ask an administrator to confirm the account's pilot access. Do not disable an existing pilot installation because re-enables are paused.
• Decide which access notes your team is comfortable storing in ToolbagCRM and who should be allowed to edit them.

What you can manage

Area	What it does
Property profiles	Store the property name, customer, type, street address, city, state, and ZIP.
Access details	Capture gate, alarm, lockbox, dog/pet, parking, best-visit-time, and other access notes.
Property types	Filter or label sites as Residential, Commercial, Rental, Vacation, or Multi-unit.
Primary property	Mark the main address for a customer, then move the primary star to another property when needed.
Dashboard counts	Review total properties, residential properties, commercial properties, and customers with multiple properties.

Add a property

1. Open Properties.
2. Select Add property.
3. Choose the customer.
4. Pick the property type.
5. Enter a clear Property name, such as Main residence, Lake house, or 623 Elm rental.
6. Start typing the street address in Street address and choose a suggestion to fill the city, state, and ZIP automatically, or enter the address fields manually.
7. Fill in the access section only with details technicians should see in the field.
8. If this is the customer's main site, select Set as primary property for this customer.
9. Select Add.

Edit or delete a property

1. Open Properties.
2. Use the All customers dropdown or type tabs to narrow the list if needed.
3. Select the property card or choose Edit.
4. Update the address, access notes, parking notes, best visit time, or general notes. The Customer field stays locked after the property is created.
5. Select Save.

If a property belongs to the wrong customer, create it again under the correct customer and copy any needed notes before deleting the incorrect profile. To remove a property, open it in edit mode and choose Delete. Use this carefully: deleting removes the profile and its stored access details.

Mark the primary property

When a customer has more than one property, the primary property shows a star. To move the star:

1. Find the secondary property card.
2. Select Make primary.
3. Confirm the star moves to that property.

Tips

• Keep property names practical. Field teams usually recognize Main residence, Lake house, or North warehouse faster than formal legal names.
• Use address suggestions when they appear in Street address, but still review the city, state, and ZIP before saving; those fields power search, weather, and job-location displays.
• Store only access information your team has a real operational need to see.
• Update dog, parking, and best-visit-time notes after customer calls so technicians do not rely on stale instructions.
• Use property type filters during dispatch review to separate residential, commercial, rental, vacation, and multi-unit work.

Troubleshooting

Address suggestions do not appear

Address suggestions start after you type at least three characters in Street address. If no suggestions appear, keep entering the address manually; ToolbagCRM still saves the structured address fields.

I cannot add a property

Make sure the customer already exists and that required fields are filled in: Customer, Type, Property name, and Street address.

A property does not appear in the list

Clear the customer dropdown and switch the type filter back to All types. The property may be hidden by the current filters.

Related articles

• Customers
• Jobs
• Scheduling
• Plugin guides