Properties Docs

Store files such as floor plans, agreements, or photos on a property record.

1. Open Properties and click the property.
2. Select the Documents tab.
3. Upload the files you want to keep with the property.
4. Open, download, or remove documents from the same tab as needed.

Attach inspections and checklists to a property to track its condition.

1. Open Properties and click the property.
2. Select the Inspections tab.
3. Under Inspections & Checklists, click + Add to link an inspection or checklist.

Link the people, equipment, and tags that belong to a property.

1. Open Properties and click the property.
2. Select the Associated tab.
3. Click + Add and choose what to link: clients/contacts, assets (equipment), or tags.
4. For a contact, set their role from the dropdown (for example, Tenant), or click Remove to unlink them.

Linked items also show on the property's Health tab.

Properties (formerly Sites) are good for companies that have multiple offices/facilities. This allows you to store useful information about your location, and link that location to things like tasks and clients. This can be things like IP info, ISP info, and other useful troubleshooting information for the property.

For example, if you have an IT Helpdesk that uses Vertask, it may be useful for them to quickly see info about a property, like who the internet carrier is, who the point of contact is, and more. Simply add the details. You and your team members can see, share and update the details.

Or, you may want to see which clients are at each property, or what tasks/tickets are open on a property.

How to create a new property

To create a new property, expand Properties on the left nav and click New Property. You can also click the '+' on the top nav and select Property.

At a minimum, you need to give the property a name. For example, 'Main Office', or something like 'Office 295 - Cleveland West'. You can then add other useful info like a contact number and address. Once you are done adding the property information, save it. The property is now saved and you can start tagging it to tasks and users.

Permanently remove a property (site/office) from Vertask.

1. Open Properties and click the property.
2. On the Info tab, click Edit details.
3. Scroll to the bottom, click Delete property, and confirm.

This cannot be undone.

Update a property's information after it has been created.

1. Open Properties and click the property.
2. On the Info tab, click Edit details.
3. Update the Name, Property / Office Code, Address, Main and Second Phone, Main and Second Fax, Property Hours, Websites, Additional Details, and Misc Network Info.
4. Click Done.

A property has these tabs: Info, Associated, Health, Leases, Documents, and Inspections. The health score is on the Health tab (see What impacts the location/property health score?).

1. Expand Properties in the left nav and click Properties.
2. Click the ⋯ menu at the top right of the page.
3. Choose Export Properties to download your list, or Import Properties to add new ones.

Imports use the Vertask CSV format. On the Import Properties page, choose your file and click Import.

Keep a property's leases and related contracts in one place.

1. Open Properties and click the property.
2. Select the Leases tab.
3. Under Leases & Contracts, click + Add to link a lease or contract to the property.

Linked leases and contracts appear here so you can see a site's agreements at a glance.