---
title: "Deep dive into the property details panel in Convex"
slug: "deep-dive-into-the-property-details-panel-in-convex"
updated: 2026-10-15T00:26:14Z
published: 2026-10-15T00:26:14Z
canonical: "help.servicetitan.com/deep-dive-into-the-property-details-panel-in-convex"
excludeFromSearch: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Deep dive into the property details panel in Convex

## Overview

The property details panel (PDP) displays the details of the selected property.

---

### 

****Who uses this feature****

- Managers, regional managers, representatives, and salespeople
- Primarily for Commercial Service and Commercial Construction business types

****Feature configuration****

- Contact [marketing@convexlabs.io](mailto:marketing@convexlabs.io) to set up a demo and get more information about Convex.

## Explore the property details panel

To get a more detailed view of a property, click the property list card. The PDP opens, where you can:

> [!NOTE]
> **Note:** Hover over each icon to see what action it does.

- Click **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D) to change the name. ![Explore the property details panel](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-phb5ydoz.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)
- Click **Star** to add the property to *Starred Properties* for quicker access.
- Click **Multiple Addresses** to view all addresses associated with the property. This feature is visible for properties with multiple addresses.
- Click **Locate on map** to zoom in on this property.
- Click minimize to view the minimized map view of a building. ![Click minimize to view the minimized map view](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-s9ukxi7e.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)
  - From the same view, click **Next** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-keyboard-arrow-right.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)to see available images. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-9jmylrer.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)

## Action Bar

The Action bar in PDP includes:

1. **Campaigns ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-edfzq2wj.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)**: Add the property to a campaign: ![dd the property to a campaign](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-fdtdt8wk.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)
  1. The *Campaign* pop-up opens, search for or create a new campaign.
  2. To create a new campaign, enter the name of the campaign in the search bar.
  3. When finished, click **Create**. ![create a campaign in convex](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-z0icmfas.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)

> [!TIP]
> **Tip:** In the Manage Campaigns pop-up, click **MANAGE** to manage campaigns or create a new campaign.

![ Tip: In the Manage Campaigns pop-up](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-od82izki.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)
2. **Add Assigned Rep ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-6nzepe0y.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)**: Assign a Rep to the property:
  1. In the *Assigned Rep* pop-up that opens, click the representative's name to assign it. The rep's initials appear, notifying that they are assigned to the property. ![Assigned Rep pop-up](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-dbxvwd32.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)
  2. To remove the rep, click the initials icon.
  3. Find the rep's name from the *Assigned Rep* pop-up and click **REMOVE**. ![remove assigned Rep](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-mzh9xz4x.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)
3. **Assign Stage ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-auzk1h4b.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)**: Assign a stage to a property. This helps track the progress of the property within your sales pipeline. You can designate the appropriate opportunity stage to reflect where the property currently stands in your workflow.
  1. In the *Prospect Stage* pop-up that opens, select the stage. ![Prospect Stage pop-up](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-hsy3ew01.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)

> [!NOTE]
> **Note:** After the selection, the current prospect stage will be displayed in the action bar.
  2. To remove the stage, click the stage icon, and in the *Prospect Stage* pop-up, click **REMOVE**. ![remove the stage](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-8nl8nrme.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)
4. **Add Notes ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-z9rau0ip.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)**: Add a note to the property:
  1. In the *Notes* pop-up that opens, add your notes. Notes are isolated to this property only.
  2. When finished, click **SAVE**. ![Notes pop-up](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-t6lus7j7.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)

> [!NOTE]
> **Note:** To edit your notes, click the same icon.
5. **Contacts ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-cv9w68ws.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)**: Add an existing contact or create a new one for the property.

> [!NOTE]
> **Note:** A contact added to the property displays as a card in the Contacts section and in the contact grid when you click **See All** on the contact section.
  1. In the *Add Contact to Property* pop-up that opens, select an existing contact. ![Add Contact to Property pop-up](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-oeec0cza.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)
  2. To create a new contact, click **CREATE NEW CONTACT**.
  3. In the *New Atlas Contact* pop-up that opens, fill out the fields for a new contact.
  4. When finished, click **SAVE**.

> [!TIP]
> **Tip:** Click![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-remove.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)on the *New Atlas Contact* pop-up to minimize it and locate it in the corner of the screen.

![New Atlas Contact pop-up](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-yo5nuvdx.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)
6. **Add More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-horiz.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D): View more actions available on this property:
  1. Click **Add to Account** and select the account you want to add the property to. ![Add to Account and select the account you want to add the property](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-9155v70s.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)
  2. Click **Add to Opportunity** and from the Add Property to Opportunity pop-up, select the opportunity you want to add the property. ![Add to Opportunity](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-h1ocdgfy.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)
  3. Click **Archive Property** to remove it from the workflows. This helps maintain a clean and organized workspace while preserving the property's information for future reference. ![ Archive Property](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-vl9r9pzc.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)

> [!NOTE]
> **Note:** To unarchive property, click **Unarchive Property**.

![Unarchive Property](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-14dm253e.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)
7. Click **Push to CRM** to send the selected property directly to your CRM system. This ensures that your CRM is updated with the latest information. ![Push to CRM](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-nf555c4n.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)

> [!NOTE]
> **Note:** The feature is available after configuration.

## Contacts section

Use *Contacts* to select a contact you want to call, email, or send to phone the property information. This section only shows the first three saved contacts, however, the *Contacts* screen displays all contacts. To access the *Contacts* screen, click **See All**.

![Contacts section](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-qja9ycf9.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)

## Custom Fields section

Use Custom fields to add and store additional information about a property. The feature is visible if it is set up for your account. To use custom fields:

1. Click **See All**. ![Custom Fields section](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-ftow6bfv.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)
2. In the *Custom fields* pop-up that opens, you can click the field to enter the information or choose the dropdown to select an option. ![Custom fields pop-up that opens](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-wpfejato.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)

> [!NOTE]
> **Note:** You can edit the fields in the PDP card view or when you open the See All view.

## Property Attributes section

Use this section to learn more about the characteristics of a property.

![Property Attributes section](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-2x8judmn.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)

## Property Ownership section

Use this section to learn about the entity or individual responsible for the property. This helps you identify key decision-makers or stakeholders associated with a building or location.

> [!TIP]
> **Tip:** Click the *Owner* name to see all the properties with that owner in the property list panel.

![Property Ownership section](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-v6ccgwsc.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)

## Occupants section

Use this section to learn more about businesses, organizations, or individuals currently residing or operating within a specific property. For more, see (coming soon).

## Cards section

Use the *Cards* section to create To-Dos for yourself.

1. Click **+ Add Card**. ![Cards section](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-sr3laj7w.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)
2. Click the new card bar that appears to open it. ![cards to do](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-pj85euae.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)
3. On the card pop-up, you can:
  - Add a description.
  - Select a status. Options include: *TO DO, IN PROGRESS,* and *DONE.*
  - *Set a due date.*
  - *Locate on map,*
  - *View in board.*
  - *Delete card.*![card pop-up](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-baooh1o4.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)
4. The changes automatically save, so click ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-close.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)to close the pop-up.

> [!NOTE]
> **Note:** Click **See All** to open the Board section and add a new card.

## Measurements section

Use this section to define and assess property-related metrics visually on the map. This feature is useful for sales planning, resource allocation, and data tracking.

> [!NOTE]
> **Note:** The feature may not be visible to everyone.

## Assets section

Use this feature to associate assets with properties to easily access, organize, and manage crucial resources in one centralized location, aiding in efficiency and tracking throughout the sales process.

> [!NOTE]
> **Note:** This is an optional feature that you can access with help from your CS rep or Support specialist.

## Permits section

Use this section to view all the permits for that property. To access the Permits screen, click **See All**.

![Permits section](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/deep-dive-into-the-property-details-panel-image-yg8t4rvq.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D)

## Activity Log section

Use the section to track all interactions, changes, and updates related to the property.

## Want to learn more?

- See [Navigating Map view](/construction/docs/navigating-map-view-in-convex)
- See [View Property List Panel](/construction/docs/view-properties-list-panel-in-convex)
- See [Use Map Search](/construction/docs/use-map-search-in-convex)