Keep a separate history for every address you work at
One customer can have more than one address. A landlord with six rentals, a property manager with a whole street, a homeowner with a house and a rental across town. Properties give each address its own page, so the photos, quotes, invoices, and visits for the duplex on Oak stay with the duplex on Oak.
What a property is
A customer is the person who pays you. A property is the place you do the work. Most of the time they line up one to one and you never think about it. The moment they stop lining up is the moment things get lost: you snap photos at the rental, they file under the customer, and six months later nobody can tell which roof they were.
Giving the address its own record fixes that. Two jobs at the same house are still two jobs, but they share one history. Two houses for the same customer are two histories under one person.
Where you'll see it
| Where | What you see | What you can do |
|---|---|---|
| Properties in the left menu | Every address in your account, with the customer it belongs to and how much work has happened there | Find an address fast without opening the customer first |
| A property's own page | That address's jobs, quotes, invoices, appointments and photos, plus your access notes | Start a job or book a visit right there, open anything on the list, edit the address, write down the gate code |
| A customer's page | Every address you have for that customer | Add a second address, or open one |
Properties show up on templates where the work happens somewhere: roofing, HVAC, plumbing, electrical, landscaping, general contracting, painting, solar, and real estate. On a sales or recruiting pipeline you won't see it, because there is no job site.
Adding an address
When you type an address on a customer, that address becomes a property automatically. You don't do anything extra. That covers both the Mailing Address block and your trade's own address field, so whether you fill in Job Address, Project Address or Service Address, the place gets a page. To add another one, open the customer and use Add address.
The practice customers that come with a new account have addresses too, so you can see how this works before you have any real ones. They're marked Sample, and they disappear along with everything else when you turn sample data off.
If you type an address a customer already has, RadiusOS hands you back the one they already have instead of making a second copy. That check is exact: "12 Oak St" and "12 oak street" are treated as the same place, but two addresses that only look similar are kept apart on purpose.
The check stops at the customer, though. Put the same address on a second customer and you get a second property, on purpose. Two people really can share an address, a landlord and their tenant, a buyer and a seller, two owners of the same duplex, and each of them should see their own jobs and their own invoices there. Quietly handing the second customer the first one's property would stitch two histories together, which is the exact mess these records exist to prevent. The Properties list marks addresses that more than one customer is on, so you can tell a real shared address from a duplicate you made by accident.
Starting work from an address
You don't have to go back to the customer to get started. On a property's page, the Jobs section has a New job here button and the Visits section has Schedule a visit. Both already know the customer and the address, so there's nothing to re-pick and nothing to get wrong.
Quotes work slightly differently. Quote this address takes you to that customer's Quotes tab, where the price book and your tax settings are. Pick the address there from the dropdown and it lands back on this page.
There's no button for invoices on purpose. An invoice comes from a quote the customer accepted, so you make it from the quote rather than from the address.
An address with nobody on it, like a shared driveway or a common area, is read-only for this. A job, a quote and a visit all belong to a customer, so put one on the address first.
Access notes
Every property has a notes field for the things you only learn by showing up: the gate code, the dog in the back yard, park in the alley because the driveway floods, the key is with the neighbour. Write it down once and it's there for whoever goes next time.
Access notes are for you and your crew. They never appear on a quote, an invoice, a customer-facing page, or anything you send out.
Deleting an address
Deleting a property never deletes the work you did there. The jobs, quotes, invoices, and appointments all stay exactly where they are; they just stop naming an address. So if you created a duplicate by accident, you can remove it without losing the work.
Equipment is the one exception. Any units you recorded at the address go with it, along with their make, model and serial. A furnace with no address isn't a record of anything, so it can't outlive the building. Past jobs and visits keep their own record either way. The confirm box tells you how many units are about to go.
Plans
Properties are on every plan, including Free. Knowing where the work happens isn't a premium feature.