Help centre / Clients, Properties & Client Portal

Client properties & access notes

Registered properties, access notes, site contacts and how they speed up dispatch.

Clients register properties in their portal; you see them on the client record under Registered Properties (address with copy button, what3words, site contact with tel/mailto, highlighted access notes and counts of requests/jobs/emergencies).

Use them

Pick a registered property when creating a contract to fill the address and site contact; jobs linked to a property show the Access & Site Info card and push the notes into dispatch emails, SMS, WhatsApp and works-order PDFs.

Related: Property access notes on dispatch · Create a contract