Properties
Add and manage the homes you watch.
Last updated October 7, 2026
Manage equipment, warranties, and manuals
Build an equipment record, attach documents, link service work, and archive a replaced unit without losing its history.
Maintain property emergency records
Keep home-wide emergency information separate from equipment instructions and review it with your team.
Add and edit a property
Create the homes you watch and keep their details up to date.
Link a homeowner to a property
Connect a client to a home so they see its reports and photos.
How many properties can I manage?
Property limits per plan and what happens at the limit.
Read a property's At a Glance summary
What the key-insight cards at the top of a property page mean, and what to do when one turns amber.
Use the property and homeowner activity timeline
Use the internal CRM activity feed to review automatic record events and log calls, meetings, proposals, renewals, and notes.
Track occupancy with stays or away periods
Choose what is usual, record only the exceptions, and use occupancy changes to plan tasks, visits, and billing.

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