Properties
Locations are your properties: address, title, type (e.g. apartment building, office), client, contact and assignees. From here you open the tasks list and see Assigned / Not assigned.
Delay forecast
Planned vs. actual timeDelays
None 14
Delayed 3
Properties (71)
Assigned 32
Open 39
Tasks today
Done 18
Open 7
Team status
Online 6
Offline 2
Due today
- TB Tom Berger 1 Tasks
- EB Erik Braun 2 Tasks
- NF Nora Frei 1 Tasks
Portfolio
All properties – assigned or still open
Address, type, customer, assignees and tasks list per property. Filter ALL · ASSIGNED · NOT ASSIGNED.
Delay forecast
Planned vs. actual timeDelays
None 14
Delayed 3
Properties (71)
Assigned 32
Open 39
Tasks today
Done 18
Open 7
Team status
Online 6
Offline 2
Due today
- TB Tom Berger 1 Tasks
- EB Erik Braun 2 Tasks
- NF Nora Frei 1 Tasks
Functions
Everything for properties
The most important features – compact with example data, without live customer data.
01
Master data
Address, type, title, customer.
Master data
01Address, type, title, customer.
Assignees
02Assigned employees with avatars.
02
Assignees
Assigned employees with avatars.
03
Tasks List
Open property tasks.
Tasks List
03Open property tasks.
Completion photo report
On-site proof · example
Filter
04ALL · ASSIGNED · NOT ASSIGNED.
- Open12
- In progress5
- Done28
- Overdue2
04
Filter
ALL · ASSIGNED · NOT ASSIGNED.
Process
Three steps to the property master data
Create location
Record address, title, and type – e.g., multi-family house or office. The property is the basis for tasks and assignments.
- Address and type
- Add Location
- Portfolio in one place
Link customer
Link client and contact so that tickets and reports reach the right contacts.
- Set client
- Link contact
- Master data klar
Assign
Set assignees, open the Tasks List, and filter by Assigned or Not assigned.
- Assignees with avatars
- Tasks List
- Filter ALL / ASSIGNED / OPEN
Create location
01Record address, title, and type – e.g., multi-family house or office. The property is the basis for tasks and assignments.
Link customer
02Link client and contact so that tickets and reports reach the right contacts.
Assign
03Set assignees, open the Tasks List, and filter by Assigned or Not assigned.
Completion Photo Report
Proof vor Location · Example
Your daily work
Your portfolio in one place
Von der Location aus öffnen Sie Tasks, sehen Assignments und verknüpfen Customer contacts.
Wie viele Properties betreuen Sie?
80
still unassigned in the example
Example: about 18 properties without Assignees – visible in the «Not assigned» filter.
Frequently asked questions
Die Property hat noch keine zugewiesenen Employeesn.
Über Tasks List an der Location.
Ja – Client und Contact gehören zu den Master data.
ALL, ASSIGNED und NOT ASSIGNED.
Für Portfolio- und Einsatzverantwortung.
Was bedeutet Not assigned?
Die Property hat noch keine zugewiesenen Employeesn.
Wo sind die Tasks?
Über Tasks List an der Location.
Kann ich Customern verknüpfen?
Ja – Client und Contact gehören zu den Master data.
Welche Filter gibt es?
ALL, ASSIGNED und NOT ASSIGNED.
Für wen sind Locations?
Für Portfolio- und Einsatzverantwortung.
See properties in action?
Calculate your price or book a demo – with sample data from the platform.