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Properties Overview

Centralized management for physical locations, sites, and operational facilities.

What are Properties?​

The Properties module is designed for businesses that manage physical locations, such as retail chains, construction firms, or facilities management companies. A "Property" in Compass serves as a structured record for a physical site, capturing its address, stakeholders, contact information, and business details.

Why Use Property Management?​

  • Location-Based Organization: Group your projects, tasks, and documentation by physical location.
  • Structured Site Data: Store address details, stakeholder assignments (Owner, Franchisee, Manager), and contact information for each site.
  • Brand & Currency Association: Link properties to specific brands, sub-brands, and operating currencies.
  • Custom Data Fields: Extend property records with organization-specific data points configured through Property Settings.

Key Relationships​

Properties can be linked to other modules to provide context for your physical assets:

  1. Surveys: Link properties to surveys for site inspections and assessments.
  2. Projects: Associate projects with specific properties to track work performed at a site.
  3. Documents: Attach generated documents to properties for record-keeping.
  4. Stakeholders: Properties have built-in Franchisee, Manager, and Owner fields for tracking key people associated with each location.

Common Workflows​

  • Property Creation: Add new sites with address, stakeholder, and contact data via the Create Property modal.
  • Custom Attributes: Use Property Settings to define custom fields that appear on all property records.
  • Property Editing: Update property details from the Single Property view, which organizes fields into sections: Base Information, Address, Contact Information, Stakeholders, Property Details, and Additional Information.

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