Property Care

Streamline your Property Care operations by integrating job management and routing for efficient maintenance and project management. With a platform designed for your trade, you can simplify workflows and ensure jobs are completed on time.

New to Property Care? Start here Jump to key workflows

Setup

Before starting your Property Care business, ensure you have the following basics configured for your account.

Setup checklist

Customer and Location Records

Ensure customer information is properly set up to schedule jobs for the correct addresses.

Set up and use Zones

Defines the areas where jobs can be booked.

Create and edit Recurring service types

Configure recurring service types to generate appointments.

Manage tags

Use proper tags to filter out jobs on the Route map.

Add and edit business units

Set up business units to use Routing properly.

Set Up Chemical Tracking in the Pricebook

Create chemical product types and link your chemicals so technicians can log applications.

Required access

The View Dispatch Board permission is required for office employees to access Route Management. Contact your account administrator to enable it.

Routing customers

New customer addresses are automatically verified to generate GPS coordinates, ensuring locations display correctly on maps.

Chemical Tracking Customers

Chemical Tracking is rolling out to a limited number of pest control, lawn, and pool & spa accounts and requires the Purchasing module. Contact Technical Support or your Customer Success Manager to learn more.

Key workflows

Use routing to benefit your business needs by reducing drive time, improving technician efficiency, and ensuring on-time job completion.

Property Care

Setup

Key workflows

Chemical Tracking

Routing

Service Agreements

Academy Course

Related workflows