Overview
Use properties in Copilot CRM to store address details, service notes, and other key information tied to each customer. This guide walks you through creating a new property, adding details, and linking it to the right customer record.
Step 1: Create a New Property
Click the blue + New button in the upper-right corner of any page.
Select Property from the dropdown.
Enter the Property Information, including the address and any basic details.
Choose the Customer this property should be associated with.
đĄIf the customer doesnât already exist, click the grey + button next to the dropdown to create a new one.
Step 2: Define the Property Type
Select the Property Type that best describes the location, such as:
Primary
Secondary
Rental
Or any custom name you prefer
If the desired type doesnât exist, click the grey + button next to the Property Type field to add one.
Step 3: Verify the Map Location
After entering the property address:
Review the map on the right-hand side, about halfway down the page.
Ensure the red pin is placed at the correct location.
If not, click and drag the pin to the right spot â such as the exact house, apartment, or site for service.
After adjusting the pin location, click Save by the coordinates.
This helps crews confirm theyâre visiting the correct property.
Step 4: Add Property Details
Click See More in the Property Information section to open advanced fields.
You can enter or update details such as:
Lot Size
Stories
Fence Type
Assigned Crews
Default Items or Services
Continue scrolling down to enter any additional property-specific information you want to store.
Step 5: Add Notes, Photos, and Custom Fields
Enhance each property record with extra context for your team:
Custom Fields: Track any unique data points specific to your operations.
Property Notes: Add internal notes (e.g., âhas a dogâ or âowner is hard of hearingâ). Notes are not visible to customers.
Photos/Documents: Upload images or filesâsuch as property photos or service area mapsâto help crews verify the correct location.
Step 6: Save and Find the Property
When youâre finished entering details:
Click Save Property at the bottom of the page.
You can now find this property by:
Opening the Customer itâs linked to, or
Searching for the address in the Global Search Bar.
Tip
If you manage multiple properties for one customer, repeat this process to create separate property records for each location. Each property will remain linked to the same customer for easy tracking.