The Property Profile is your command center for a specific service location. It aggregates every interaction—from the building's structural details to its complete financial history, into one view.
1. Header & Financials
At the top of the profile, you get an immediate snapshot of the property's value and specifications:
Address: clearly displayed at the top with an Edit Pencil icon to the right for making changes.
Tags: View or add specific labels (e.g., "2 Sump Pumps") to flag important equipment or conditions.
Financial Health: Instantly view the Lifetime Value (total revenue generated) and the current Balance Due.
2. Property Details & Visuals
Building Data: Manage structural details including Year Built, Foundation Type, Basement Type, Building Type, Facility, and Floor Plan.
Google Street View: A dedicated panel displays the interactive Google Street View of the property, allowing you to visually confirm access points or parking before sending a technician.
3. History & Management Tabs A navigation bar allows you to toggle between different historical records for the property:
Assessments: View past and upcoming on-site evaluations.
Quotes: Access the history of estimates sent for this location.
Jobs: Track all service visits, including scheduled, pending, and completed work.
Invoices: Review billing history and payment status.
Warranty & Service Plans: Check for active coverage or recurring service agreements.
Notes: Read or add internal timestamped notes about the site.
Photos & Docs: Access a digital filing cabinet of site photos, blueprints, or contracts.
Need more help? We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.