In this article we will provide an overview of the property details page, including all of the various tabs and information available.
Knowing how to locate a property's details and understand the information available to you will be critical in helping manage your customer accounts.
Once you have logged into FieldCentral, navigate to the Main Menu on the top left corner and select “Accounts”.
Click “Open” under Property Search.
Use the Search field to locate the property you would like to look at and then either click within the property row or click the “view property” icon on the right side of the page.
In order to make any changes to the various tabs, the “Edit” button will first need to be clicked. If changes are made, it will be necessary to click “Save” in order for those changes to be captured.
Lets review each of the tabs available and what information is available to you within them.
Overview - General information about the property (Service address).
Account links – The contact details associated with this property.
Billing – Specific discounts, billing address and tax code information. This is also where you will find the QuickBooks Fullname. This is how the account connects to Quickbooks online and Desktop.
Pricing – Establishing specific pricing for the property for certain work or custom rates.
Site – Available to provide property specific information via notes.
- Site notes – Basic info regarding the site itself (Controller location etc.)
- Security notes - EX: Garage code
- Special notes - Will pop up when placing the customer on the schedule
- Field notes - Will pop up for the technician like “beware of dog”
Attachments – Can add attachments directly from the computer and add a file as long as it can be open on a mobile device. Select (Make available) “To Field” for the technicians to see.
Scheduling – Ability to specify “do not schedule” days or if they want to be scheduled early in the day.
Notes & Logs – Any changes that are made to the property will show who, what, and when those changes were made.
Visits Log – Displays the different visits for the property and also the canceled visits from that customer.
WTD notes – For example: if a customer always needs a repair on something when you go there for a visit, you can set a WTD note to have the technician check for repairs needed whenever they go for service.
Sales and estimating – See estimates or contracts for the specific customer.
UDF’s – Ability to adjust or review the information collected (number of zones, type of controller, and controller location).
Schedule now – Redirects the user to the schedule page.
Be sure to review property details the next time you login to ensure you know all that this section of the platform has to offer.