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Set up contacts against properties
Set up contacts against properties

Add or edit site contacts and choose who receives invoices, quotes, reports, and appointment notifications

Teresa Bui avatar
Written by Teresa Bui
Updated yesterday

Setup

You will need the following permission in your security group:

  • Can view property list page.

  • Can view property.

  • Can create and update properties.

  • Use the bulk-importer.

Click here to learn about permissions and security groups.


Each property can have additional contacts with name, role, and details, used for reference or to receive invoices, reports, quotes, and notifications.

If you see this arrow, click to expand for more information!

We will add additional information and images under these arrows.

How to ADD a property contact

1. Navigate to Customer Data > Properties and View the property.

2. Open the Contacts tab under the property image, then click + Add.

  • Provide the property contact’s Email and correspondence requirements (Invoice, Notification, Quote, Report) for relevant communication.

  • Add the Mobile number so field users can simply tap the phone icon in the app to call the property contact.

3. Select the Role, enter the Person Name, Email, and Mobile, then tick the correspondence options: Invoice, Notification, Quote, and Report.

4. Click Create Property Contact.

Available fields on a property contact

Required (Role, Person name)

  • Role: Select one of the options: Tenant, Owner, On-site manager, Property manager, Access contact, or Please update, to define the contact’s relationship to the property. These options can be configured via Control Panel > Properties in the Property contact role choices field.

  • Person name: The contact’s name used for correspondence.

Recommended (Email, Mobile, Requires Invoice, Requires Notification, Requires Quote, Requires Report)

  • Email: Provide the email address of the contact for correspondence.

  • Mobile: Enter the contact’s mobile number. In the app, tapping the phone icon and selecting Call Mobile will open the default calling app with this number pre-filled.

  • Requires Invoice: When enabled, dispatching the task will draft an email to the contact containing the invoice.

  • Requires Notification: When enabled, the contact can be included when sending notifications for upcoming appointments.

  • Requires Quote: When enabled, dispatching the task will draft an email to the contact containing the defect quote.

  • Requires Report: When enabled, dispatching the task will draft an email to the contact containing the report.

Optional (Active, Business name, Address, Phone (BH))

  • Active: Toggle whenever the contact is active or not.

  • Business name: An informational field used to record the company or business the contact is associated with.

  • Address: This field captures the contact’s physical or mailing address for record-keeping.

  • Phone (BH): Enter the contact’s business hours phone number. In the app, tapping the phone icon and selecting Call Business Number will open the default calling app with this number pre-filled.


How to REMOVE a property contact

1. Navigate to Customer Data > Properties and View the property.

2. Open the Contacts tab under the property image and click the trash bin icon next to the property contact.


How to UPDATE a property contact

1. Navigate to Customer Data > Properties and View the property.

2. Open the Contacts tab under the property image and click the pencil icon.

3. Adjust any of the fields and click Update Property Contact.


How to create Property Contacts via Uptick CSV Importer

2. Complete the spreadsheet, adding or removing optional columns as needed. Save it as a Comma-separated values (CSV) file, the only format supported by the Importer.

Field name:

Property

Name

Role

Email

Mobile

Requires Invoice

Requires Report

Requires Quote

Requires Notification

Field description:

Property reference.

Tip: Download the properties as a CSV file to copy the reference.

First and last name of the property contact.

Provide the role's key configured in the Property contact role choices field (Control Panel > Properties). The following keys are available by default:

  • tenant

  • owner

  • onsitemanager

  • propertymanager

  • accesscontact

  • required (corresponds to the Please update role)

Email address of the property contact

Mobile number of the property contact

Use one of the following:

  • TRUE

  • FALSE

Use one of the following:

  • TRUE

  • FALSE

Use one of the following:

  • TRUE

  • FALSE

Use one of the following:

  • TRUE

  • FALSE

Field example:

P-0188

Sara Hamel

required

049384772

FALSE

TRUE

TRUE

FALSE


Recommended steps

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