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Multiple properties

Robert Prasher avatar
Written by Robert Prasher
Updated over 3 months ago

Managing Multiple Properties

Notifi is a versatile business management platform that offers a variety of features to manage multiple properties efficiently. This guide will walk you through the steps to add and manage multiple properties within the Notifi app.


What you will learn

  1. How to access the Contacts section.

  2. How to add a new address for a contact.

  3. How to edit customer information to include multiple addresses.


Accessing the Contacts Section

To begin managing multiple properties, first access the Contacts section in Notifi. This is where you can view and manage all customer-related information, including addresses.

Contacts section in Notifi



Adding a New Address

To add a new address for a contact, navigate to the 'Addresses' tab under the selected contact. Click on the '+ Add Address' button to open the address entry form. Enter the required details such as title, street, city, state, and zip code. Once all information is filled out, click 'Save' to add the address.

Adding a new address



Changing Billing and Service Address

Open estimate, job or invoice - click on edit details. You'll see 2 sections - Billing Address and Service Address. If you click on the drop down you'll see details to select one from the pre-populated addresses or create a new one.

Editing customer information


Conclusion

By following these steps, you can efficiently manage multiple properties within Notifi. This feature helps streamline operations by keeping all customer and property information organized and accessible.

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