change property for customer on job
#Change a property on a job
First check to see if the customer has the property tied to their account
- Open the job
- Click “View Customer X” in the customer card, this will open the customer page
- Under Properties see if the property already exists. If it doesn't click on add property and enter the property address
Now that you have either confirmed the property is tied to the account or added it yourself
- Go back to the job, next to the customer card should be the property card. Click change . You will be given a selection of all the customers properties.
- Select the property you wish to change to and click done
First check to see if the customer has the property tied to their account
- Open the job
- Click “View Customer X” in the customer card, this will open the customer page
- Under Properties see if the property already exists. If it doesn't click on add property and enter the property address
Now that you have either confirmed the property is tied to the account or added it yourself
- Go back to the job, next to the customer card should be the property card. Click change . You will be given a selection of all the customers properties.
- Select the property you wish to change to and click done
Updated on: 11/08/2022
Thank you!