Property Tracking

Every address you've worked. All in one place.

Track jobs by property, not just by customer. When the house sells and the new owner calls about the same bathroom, you have the full history.

What's included

Built to work the way you work.

01

Property-first approach

Properties are separate entities from contacts. The same address can have multiple owners over time — every job, quote, and note stays tied to the building, not the person who hired you.

Same address, different owners over time
Full job history per property
Property notes — gate codes, system specs, access info
Link any property to any contact
02

Revenue per property

See the lifetime value of every address you've worked. Understand which properties drive the most revenue and which customers are worth prioritizing.

Total quoted and total invoiced per property
Total paid and outstanding balances
Job count and timeline at a glance
Identify your best-performing locations
03

Cross-reference everything

Every quote, invoice, appointment, and job is tied to the property address. When a customer calls, pull up the property and have full context before you say a word.

Instant context when a customer calls
Pull up history before arriving on site
Quotes and invoices linked to address
Notes and access info always available

Common questions

Good questions deserve straight answers.

What happens when a property changes ownership?

The property record stays intact. Add a new contact for the new owner and link them to the same property. All prior job history, quotes, and notes remain tied to the address.

Can a property have multiple contacts?

Yes. A property can be linked to a contact and a company simultaneously — useful for rental properties where you work for both a tenant and a property management company.

What kind of notes can I store on a property?

Any free-text notes — gate codes, system specifications, access instructions, parking notes, HOA restrictions. Whatever you need to know before arriving on site.

Build a property database that works for you.

Every job you complete adds to a record that makes the next job faster.

Start quoting free

No credit card. No contract.