Help centre / Clients, Properties & Client Portal

Move properties, the map view & nearest engineer

Drag properties between accounts, see the portfolio on a map and dispatch the closest engineer.

Moving properties

Properties can move within a family (a main client and its sub-clients). Drag a card onto an account in the left columns, or use Move on the card. Tick several cards and the bulk bar moves them together (drag a ticked card and the whole batch goes). Requests, jobs and history follow the property; duplicates at the destination are refused.

Map view

List | Map in the header switches to a map of the selected account (main client = whole family; nothing selected = whole portfolio). Pin colours: red = expired compliance or an open emergency, amber = expiring/missing certificate or open jobs, green = compliant and quiet, grey = nothing set up yet. Pins show the open-work count; emergencies pulse. Properties whose postcode can't be placed are listed under Unplaced.

Nearest engineer & ETA

Open a pin → Engineers. In-house engineers are ranked by driving distance and time from the property: a live position shared in the last 15 minutes comes first, then On site now, Last seen (checked in within 10 hours) and Home base. Each row shows miles, the drive time, the source badge and a phone link. Dispatch opens a new emergency job with the client, property and engineer pre-filled.

Note: Distances use free OpenStreetMap routing; where a route can't be calculated you'll see an est. straight-line figure.

Related: Properties hub · Live positions · Emergency jobs