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Communities module

Adding & Editing a Community

Adding a property

Adding a property

  1. Go to Communities and click Add Community.
  2. Enter the Property Name — this is what your team sees in the mobile app, so use the name they will recognise.
  3. Enter the Property Address, including state and zip. Use the address autocomplete so the location is accurate for the field team.
  4. Add the Property Manager Email and Phone — these are your client contacts for this property.
  5. Set the Service Days — the nights your team services this property.
  6. Set Active Status and save.
Adding a community: opening the form, filling in name, contact, address and service days, then creating it

The address field searches as you type — pick a suggestion rather than typing the whole thing, and State and Zip Code fill themselves in. That suggestion is also what gives the property a map location for your field team.

Editing

Open the property and use Edit Property Details. Changes take effect immediately, including on the mobile app.