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:
Click the three-dot menu next to Edit in the upper-right corner
Select Deactivate Property
You can reactivate the Property again if needed.
FAQs
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 closed/voided before a property can be transferred. If this is done, reach out to Support team so they can do the transfer.
If canceling all jobs isn’t possible, the best alternative is to create a new property under the correct customer.
You can schedule new work there, while existing jobs stay with the original property.
How to edit tax code on the property level?
Go to the Property
Select Edit
Assign an existing tax Code and Save Changes