Add a client and property

Create the record

1. Open Jobs and choose Add property.
2. Enter the property name and address.
3. Add the client’s name, email and phone number.
4. Choose the usual service and rate.
5. Add access or parking notes if they help on the day, then save.

One client, more than one property

Create a property record for each address. This keeps schedules, rates and job history accurate even when the same client owns several places.

What happens next

The property is now available when you schedule or log a clean, create a quote and prepare an invoice.