Properties

Properties represent the physical locations where your team performs work. Each client can have multiple properties, and every job is optionally linked to a property so your team knows exactly where to go. Keeping property records accurate improves scheduling, travel estimates, and client communication.

Adding a property

Open a client's detail page and navigate to the Properties tab. Click Add Property and fill in the address details:

At a minimum, provide a street address, city, and postal code. When the property is saved, ServiceCortex automatically geocodes the address to determine its latitude and longitude. These coordinates power travel time estimates and map views throughout the application.

Primary property

Each client has one primary property. The primary property is used as the default service address when creating new jobs and proposals for that client.

When you add the first property to a client, it is automatically set as primary. To change the primary property:

1. Open the client's Properties tab.
2. Click the Set as Primary action on the property you want to use as the default.

The previous primary property keeps its data -- only the default selection changes.

Geocoding and travel estimates

ServiceCortex geocodes property addresses to calculate travel time and distance from your nearest base location. This data helps with:

• Scheduling -- the scheduling assistant factors in travel time when suggesting appointment slots.
• Pricing -- travel charges on proposals can be calculated automatically based on distance.
• Route planning -- map views show property locations for the day's appointments.

If a property was created before geocoding was enabled, or if the address was entered without enough detail, you can trigger geocoding manually by editing the property and saving it. You can also run a bulk geocode backfill from the property settings to process all properties missing coordinates.

Travel data fields

Travel estimates are cached and refreshed automatically when a property's address changes. You can also manually refresh a property's travel estimate from the property detail view.

Archiving a property

If a client no longer uses a property, you can archive it rather than deleting it. Archived properties are hidden from default views but remain linked to historical jobs, proposals, and invoices.

To archive a property:

1. Open the property detail view.
2. Click Archive.

A client must always have at least one active property. If you attempt to archive the last remaining property, the operation will be blocked. If the property you archive is the current primary, ServiceCortex automatically promotes the next oldest active property to primary.

To restore an archived property, find it in the archived properties list and click Unarchive.

Transferring a property

You can transfer a property from one client to another. This is useful when a property changes ownership or when you need to reorganise your client records. The transfer moves the property and updates the client association, but does not affect historical job or invoice data that was linked to the original client.

Deleting a property

Properties that have no linked jobs, proposals, or invoices can be permanently deleted. If a property has dependencies, you must archive it instead. Deleting a property removes all associated communications and file attachments.

Service profiles

Properties can have a service profile that stores answers to property-specific questions defined in your pricing configuration. For example, a lawn care company might record the lawn size and garden bed count for each property. These values feed into your pricing modules so that proposals and job line items are calculated accurately for the specific property.

What's next

• Create a job linked to a client property.
• Set up pricing modules that use property profile inputs.
• Manage contacts for the client who owns the property.