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.

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. Open the Options menu at the top-right.
3. Choose Delete Property and confirm.

You can also use a property's row menu on the Properties list for quick actions.

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

1. Open Properties and click the property you want to edit.
2. On the Details tab, update the Property / Office Code, the Address (street, city, state, ZIP, country), and the Contact details (main and second phone and fax).
3. To change the property's status, open the Options menu at the top-right and choose Change Status.

The Property health score at the top reflects how complete and current the record is — see What impacts the location/property health score?

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.