Property Transfers is a powerful feature that allows you to associate multiple customers with a single property—making it easier to manage ownership changes while keeping your records clean and complete.
With Property Transfers, you can:
Add many customers to a property
Maintain full history of past and current customers
Set a default customer and assign custom roles
Update customer info on Jobs, Quotes, Service Agreements, and Maintenances.
This feature is available only to:
Customers integrated with Intacct.
Customers Integrated with Quickbooks Desktop
Customers who are not integrated with accounting.
Please reach out to your Customer Success Manager if you're interested to get this turned on.
Create Many Customers on Properties
With the launch of Property Transfers, there is now a many-to-many relationship between Customers and Properties. This means you can
Add many customers to a property and set a default
Set or update customer on a Job, Quote, Maintenance and Service Agreement
See associated customer (‘Customer’ column) in historical records to make it clear what work was done for which customer
The different use cases for multiple customers includes ownership change, management change or having multiple billing customers for the same property.
How to: Add Customers to a Property
Consolidation of Customer and Billing Customer
With Property Transfer, billing customer and customer will now be consolidated for all new records into a single field: “Customer”.
“Customer” field will now indicate who is being billed, although this can be edited for specific jobs, service agreements, maintenances and quotes. If you have existing properties which have different values for "Billing Customer” and “Customer” then these will need to be updated to match before the feature can be enabled for these properties.
Historical records will be treated in one of 2 ways:
If Billing Customer = Customer, then the two fields will be consolidated and you will only see Customer
If Billing Customer does not = Customer, then the fields will not be merged and will remain distinct.
For Jobs, Quotes, Service Agreements and Maintenances if you update the fields to make them match, they will then be merged into a single ‘Customer’ field
If ‘Customer’ and ‘Billing Customer’ do not match on an existing Property, you will not be able to add more customers to this property until they are matched.
Customer Roles
Customer Roles enable clarity and a common understanding in your organization of the relationship between a given customer and property.
Within each property, a customer can have an optional ‘Role’ value based on your custom business logic. Common use cases for customer roles are to distinguish between tenants, property managers and owners.
Note that roles are set for a given customer/property combination. A single customer can have different roles in different properties they are associated with.
Default Customer
Now that a property can have many customers, we also have added the ability to set default customers.The default customer should represent who you’re going to be billing most of the time and will be pre-filled when creating records against a Property such as Jobs, Maintenances, Service Agreements and Quotes
Updating the default customer on a property will not impact past records. It would be the default customer for all new work.
How To:
Add New Customer Roles
Navigate to Custom Fields Settings and select Add Customer Roles
Type in the name of new customer role
Click Save button
This role will now be available when:
Adding customers to an existing property
Editing existing customers on existing properties
Choosing default customer on property creation
Add Customers to Property
Navigate to Property Page > Customers tab
Click Add Customer to Property button
Select existing customer in Customer field
If applicable, select from Customer Role dropdown to set a role for this customer in the context of this property
Adding Customers from Project Creation
When creating a new Project, we will automatically create a customer record on property when the billing customer for General Contractor or Specialty Contractor does not exist on property.
If ‘General Contractor’ radio button is selected, this will happen for General Contractor dropdown selection
If ‘Specialty Contractor’ radio button is selected, this will happen for Specialty Contractor dropdown selection and not the General Contractor.
Set Default Customer
When Creating Property
Select an existing customer on the first field of property-creation flow.
2. On the second step of property creation, see that this has prefilled the default customer information. If needed, you can edit all of these fields on this step.
3. On Save, see that selected customer is Default Customer on property (this can be changed)
Set Existing Property Customer as Default
Navigate to Property Page > Customers tab
Click on the context menu in far-right
Click Set as default button
Read warning and click Set as Default button
Note: This will only apply to future records
Edit Customer Roles
Navigate to Property Page > Customers tab
Click on the context menu in far-right
Click Edit button
4. Choose new selection from Customer Role dropdown
Archive Customer From Property (Set as Past Customer)
Navigate to Property Page > Customers tab
Click on the context menu in far-right
Click Set as Past Customer button
See that Customer Standing is now Past and that this customer cannot be selected when creating new Job, Maintenance, etc.