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Creating and Managing Properties

Learn how to set up and manage properties across web and mobile for seamless access and updates.

  1. Adding Your First Property

  2. Managing Properties

To create a new property:

  1. Go to the Properties page

  2. Click + Add Property

  3. Search for the property address

  4. Select and confirm the correct location

Once created, you can open any property to:

  • View and update property details

  • Access and link contacts, intakes, contracts, and projects

  • Navigate between related records across the platform

  • Keep all claim-related activity organized in one place

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