Skip to main content

Properties

Guide to creating and managing Properties in BuildOps, including contacts and page navigation.

Written by Angelene Rosario

Things to Consider Before You Start

Before creating a new Property:

  • Confirm that your Custom Fields settings include the appropriate Property Tags and Property Types.

    • These options appear in dropdown menus during Property creation.

  • Not all fields are required, but we strongly recommend completing as much information as possible.

    • This helps avoid double entry later.

  • Roles and Permissions may affect what you can see or edit in this workflow.

How to Create a Property

When creating a new Property, it’s recommended to start from the Customer page.
This ensures the Property is created under the correct Customer.

You must have a Customer created first before you can create a Property.

Step 1: Search for the Customer

Use Global Search to locate the Customer the Property will belong to.

Step 2: Add a Property

On the Customer page, you will automatically land on the Properties tab.
Click + Add Property on the right side of the page.

Note: You can have multiple Properties under a single Customer.

Step 3: Enter Property Information

Fill in the following details:

  • Property Name (required)

  • Property Type

  • Pricebook

  • Account Number

    • If you organize Properties by account number, you can use this field

  • Property Address

    • If the Property has the same address as the Customer, check the box to auto-populate the address

    • Or start typing in Address Line 1 and select the correct address from Google suggestions

  • Tax Settings

    • Select a Tax Code, or uncheck Taxable if the Property is not taxable

    • Tax Codes are created under Accounting Settings

  • Billing Customer

    • If the billing Customer is different from the Customer on the Property, uncheck Same billing address as Customer and select a different billing Customer

    • Otherwise, the billing Customer set at the Customer level will be used

  • Property Instructions

    • Add any Property-specific instructions (these can be edited later)

    • Instructions are visible in the BuildOps mobile app and help technicians stay organized onsite

    • Examples include gate codes, parking instructions, or special notes

Step 4: Save the Property

Click Save Property in the upper-right corner to finish.

Property Page Overview

The Property page is set up similarly to the Customer page.

Left Side of the Property Page

This section displays:

  • Customer

  • Property

  • Property Address

  • Billing Information

  • Billing Customer

  • Billing Address

  • Account Number

Top Section of the Page

At the top, you’ll see:

  • Property Type

  • Pricebook

  • Tax Code

  • Number of Completed Jobs

  • Property Instructions

To make updates, click Edit in the upper-right corner, then click Save.

Middle Sections of the Page

The middle of the Property page includes tabs that organize everything tied to the Property:

  • Jobs & Visits

    • All past and current Jobs and Visits

  • Maintenance

    • Past and current maintenance work (Jobs tied to a Service Agreement)

  • Projects

    • All construction jobs associated with this Property

  • Contacts

    • Property Contacts and internal representatives linked to the Property

    • Property contacts are visible in the BuildOps mobile app

    • Adding Property contacts ensures technicians know who to reach out to onsite

  • Attachments

    • Property-specific documents and files

  • Assets

    • All Assets serviced at this Property

  • Tasks

  • Quotes

    • All Quotes created for this Property

  • History

    • A detailed activity log showing timestamps of actions taken on the Property

    • Helpful for tracking changes and accountability

How to Deactivate a Property

To deactivate a Property:

  1. Click the three-dot menu next to Edit in the upper-right corner

  2. Select Deactivate Property

You can reactivate the Property again if needed.

Frequently Asked Questions

Q: Can I move a property to another customer?

  • A property can be moved to another customer, BUT only if there are no open jobs or invoices linked to it.

    • All jobs, service agreements, maintenances, projects, must be canceled, and any related invoices must be voided before a property can be transferred. If this is done, our support team can handle the transfer once that's done.

    • If canceling all jobs isn’t possible, the best alternative is to create a new property under the correct customer. Deactivate the duplicate/original property.

      • You can schedule new work on the newly created property, while existing jobs stay with the original property.

Q: What happens to historical maintenance records when reassigning a property?

A: Historical records remain linked to the original customer. Only future work will reflect under the new customer.

Q: How to edit tax code on the property level?

  • Go to the Property

  • Select Edit

  • Assign an existing tax Code and Save Changes

Q: Can I merge two properties

A: No, BuildOps does not support merging properties. Instead, deactivate the duplicate property and use the correct one for future transactions.

Q: Is it expected behavior that when I delete a representative from a property, it also gets removed from the customer level?

A: In the current (legacy) Representatives experience, that behavior is expected. When you delete a representative from a Property, you are actually deleting that representative record for the entire Customer. Because Property representatives are stored as Customer-level reps in this legacy flow, there is no way to remove them only from a single Property while keeping them on the Customer.

Related Articles
Did this answer your question?