Properties

Properties gives each customer one or more service-address profiles, including the access details technicians need before they arrive: gate codes, alarm codes, lockbox combinations, dog warnings, parking notes, best visit time, and other site notes.

This screenshot shows the Properties enablement state when the plugin is off. Administrators can open Settings → Features to turn it on when it is available on the account.

When to use this

Use Properties when:

• One customer has multiple service locations, rentals, vacation homes, or commercial sites.
• Technicians need address-specific instructions before they pull into the driveway.
• Your office needs to mark the primary property for a customer while keeping secondary sites available.
• Dispatchers want to filter service locations by customer or property type.

Before you start

• Confirm Properties is included in your ToolbagCRM plan.
• Make sure Customers is available, because every property belongs to a customer.
• Ask an administrator to enable Properties from Settings → Features if the page says the plugin is disabled.
• Decide which access notes your team is comfortable storing in ToolbagCRM and who should be allowed to edit them.

What you can manage

Area	What it does
Property profiles	Store the property name, customer, type, street address, city, state, and ZIP.
Access details	Capture gate, alarm, lockbox, dog/pet, parking, best-visit-time, and other access notes.
Property types	Filter or label sites as Residential, Commercial, Rental, Vacation, or Multi-unit.
Primary property	Mark the main address for a customer, then move the primary star to another property when needed.
Dashboard counts	Review total properties, residential properties, commercial properties, and customers with multiple properties.

Add a property

1. Open Properties.
2. Select Add property.
3. Choose the customer.
4. Pick the property type.
5. Enter a clear Property name, such as Main residence, Lake house, or 623 Elm rental.
6. Add the street address and any city/state/ZIP details your team needs.
7. Fill in the access section only with details technicians should see in the field.
8. If this is the customer's main site, select Set as primary property for this customer.
9. Select Add.

Edit or delete a property

1. Open Properties.
2. Use the All customers dropdown or type tabs to narrow the list if needed.
3. Select the property card or choose Edit.
4. Update the address, access notes, parking notes, best visit time, or general notes.
5. Select Save.

To remove a property, open it in edit mode and choose Delete. Use this carefully: deleting removes the profile and its stored access details.

Mark the primary property

When a customer has more than one property, the primary property shows a star. To move the star:

1. Find the secondary property card.
2. Select Make primary.
3. Confirm the star moves to that property.

Tips

• Keep property names practical. Field teams usually recognize Main residence, Lake house, or North warehouse faster than formal legal names.
• Store only access information your team has a real operational need to see.
• Update dog, parking, and best-visit-time notes after customer calls so technicians do not rely on stale instructions.
• Use property type filters during dispatch review to separate residential, commercial, rental, vacation, and multi-unit work.

Troubleshooting

I cannot add a property

Make sure the customer already exists and that required fields are filled in: Customer, Type, Property name, and Street address.

A property does not appear in the list

Clear the customer dropdown and switch the type filter back to All types. The property may be hidden by the current filters.

Related articles

• Customers
• Jobs
• Scheduling
• Plugin guides