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Customer records hold the commercial relationship and communication preferences. Property records hold the locations and access information where your team performs work.

Customer and property model

Understand why contacts, billing details, and service locations are kept separately.

Create and manage customers

Add contact, billing, language, invoicing, and notification information.

Prepare property addresses

Keep planning coordinates, access notes, and service locations accurate.

Set customer preferences

Override company defaults for invoicing and notifications when needed.
Every order and subscription belongs to exactly one property. If a customer receives service at several locations, create a separate property for each location.

Customers and properties explained

Learn which information belongs on a customer and which belongs on a service property.

Create and manage customers

Add customer contact, billing, language, invoicing, and notification information.

Manage properties and planning addresses

Keep service locations, coordinates, access information, and property requirements ready for planning.

Set customer invoicing and notification preferences

Override company defaults for one customer without changing the rest of your customer base.

Use notes, tags, and property images

Put operational context in the right place so office and field teams can find it.
Last modified on August 27, 2026