In this article, you will learn how to add multiple properties for a single client.
When creating new clients in Workiz, you’ll be asked to provide a single address that will initially serve as both the billing and service address. You can also easily add multiple properties under a single client — keeping all of your client information stored in one place.
Tip: To learn more about changing a client's billing address, please see this article.
How to add client properties
Open the profile of the client you want to add properties for
Select the Properties tab
From the client profile page, select Add new
Enter a property name and address information
Select Save
Repeat Steps 3–5 for all of the remaining properties
Selecting a property when creating a new job
When creating a new job for a client with multiple properties on file, Workiz will automatically ask you to choose the specific property to use as a service address before proceeding.
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