What Are Properties?
Properties in CRM+ Reloaded represent physical locations tied to customer accounts.
They are synced from BuildOps Core, and every active property in Core will appear in CRM+ Reloaded.
If a property is created directly in CRM+ Reloaded, it will start with a Prospect status. This will update to Active only when an Opportunity tied to that property is marked as Won.
Accessing the Properties Table
To view all properties:
Go to the Directory menu.
Select Properties.
This opens the Properties table, where you can:
View all all active and prospect properties.
Use filters and columns to refine the list.
See details like Property Name, Customer, Status, Open Jobs, and associated Opportunities.
Export the table if needed.
Creating a New Property
To add a new property:
Click CREATE PROPERTY in the top-right corner.
Select an account to create a property:
Enter the required fields:
Property Name
Associated Customer (Account)
Address
Contact Information
Properties created in CRM+ will have a “Prospect” status until an opportunity is marked as Won, it will become Active.
Navigating the Property Page
Each property record includes:
Property details panel – showing address, contact info, and customer linked.
Status indicator – shows if the property is Active or Prospect.
At the top of every property page, you’ll see a summary section that displays key details about the property, including:
Property Type – Identifies whether the property is Commercial, Residential, etc.
Pricebook – Shows the assigned pricebook that determines rates and pricing.
Tax Code – Displays the tax code set for the property location.
Taxable – Indicates whether the property is marked as taxable.
Jobs Completed – Shows the total number of jobs that have been completed for this property.
Property Instructions – A space to add field notes or special instructions related to this location.
You’ll also find these tabs across the top of the Property page:
Depending on the status of the property, the tabs at the bottom will differ.
If Property is in Prospect Status:
You’ll see fewer sections:
Opportunities – View and create sales opportunities
Contacts – Add or manage customer contacts
Attachments – Store documents and files
Assets – Manage equipment or systems linked to the location
History – Track activity logs and changes
If Property is in Active Status:
Additional operational tabs will appear:
Jobs & Visits – Track completed and scheduled field work
Maintenance – View or manage recurring service plans
Projects – Access related project work
Tasks – Assign or view tasks.
Quotes – View or create service quotes
Plus all Prospect-level tabs (Opportunities, Contacts, Attachments, Assets, History)
The tab layout expands to support more field and operations workflows once the property becomes active.
Assets Tab
Assets are equipment or systems associated with a property (e.g., HVAC units, fire alarms).
You can access and manage them in two ways:
From the Assets tab within the Property page
From the global Directory → Assets section for a full list
Assets Table
View all assets from all properties in one centralized table.
Use filters and columns to sort or customize your view.
Click Export to download the full list.
Click + ADD to manually create a new asset.
Editing an Existing Property
To edit property information:
Go to the property’s detail page.
Click the Edit button in the top-right corner.
Update the fields and click Save.
Deactivating a Prospect Property
If a property still has a Prospect status and is no longer needed, you can deactivate it.
To do this:
Open the Property record.
Click the three-dot menu beside the Edit button.
Select Deactivate Property.
In CRM+ Reloaded, only properties marked as Prospect can be deactivated.