Adding multiple properties for one customer

One customer, many properties. This is how Run a Call models commercial customers (property managers, multi-location businesses) and residential customers with multiple homes.

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The model

Every customer has a Properties tab. Each property holds:

A job is tied to one property, not just one customer. That's how service history rolls up correctly when the same customer has work at two different addresses.

Adding a property

1. Open the customer.
2. Properties tab → + Add property.
3. Type the address. USPS validation kicks in.
4. Pick Residential or Commercial.
5. Add access notes if relevant.
6. Save.

Creating a job at a specific property

When you create a job and pick the customer, the property dropdown shows all their properties. Pick the right one.

The job inherits:

• The property's address as the service address.
• Access notes (shown to the tech on the mobile app job page).
• Equipment list (so the tech can pick the unit being serviced).

Marking a property inactive

If a customer sells a property:

1. Open the customer → Properties tab.
2. Pick the property → ⋯ → Mark inactive.

Inactive properties:

• Don't appear in the dropdown when creating new jobs.
• Are still visible on the Properties tab (greyed out).
• Keep all their job history.

Don't delete — service history would orphan.

Equipment per property

Each property has its own equipment list. A customer who has central HVAC at their home and a mini-split at their cabin has:

• Home property → central AC, furnace.
• Cabin property → mini-split.

Service history per unit stays at the equipment level. See Tracking equipment installations and service history.

Use cases

Related

• Customer profile overview
• Changing a customer's billing address
• Tracking equipment installations and service history