Property Profile Overview
The property profile app allows you to track the work done on specific items on your customer's property as well as save important data on those items for future use.
Equipment Information Collected
Multiple items can be added to each customer address. Data tracked on each item includes:
Item type (A/C, heater, water heater, etc.)*
Display name (ex. downstairs A/C)*
Make
Model
Serial number
Install date
Notes
*Item type and Display name are required fields.
How to Enable the Property Profile Tool
To enable the Property Profile tool:
Go to My Apps by clicking the 3x3 square icon in the top right corner of your HCP account, then click the 'Go to App Store' button.
Select the Property Profile app to open the App details page.
Click the toggle in the top right corner of the page.
Once enabled, the toggle will turn blue, and the word "Active" will be visible to the right.
Add Property Profile Items to a Job (HCP Web Portal)
To add a Property Profile item to a job:
Open a job and click the Property Profile button on the left side of the page.
Enter the equipment information:
Item type (required)
Display name (required)
Make
Model
Serial number
Install date
Notes
Click 'Save' in the bottom right corner of the "Add item" window.
Add Property Profile Items to a Job (HCP Mobile App)
To add a Property Profile item to a job when using the HCP mobile app:
Open the job that you will be adding equipment to.
Tap the 'Property Profile' button at the bottom of the screen.
Enter the equipment information (including installation date, if applicable):
Equipment type
Display Name
Make
Model
Serial Number
Tap 'Save' in the top right corner of your screen.
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To associate equipment with a job on your mobile app:
Open a job you would like to add equipment to.
Scroll down to the Property Profile widget.
Select the unassociated item under the Property Profile widget.
Tap 'Add to job'
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Add Property Profile Items on the Customer Profile (HCP Web Portal)
To add Property Profile items to an address:
Open the Customer Profile you would like to add equipment to.
Ensure that you're on the Profile tab.
Click the More icon (3 dots) on the right-hand side of the address you would like to add an item to.
Select "New property item" from the drop-down.
Type in the equipment information.
Click 'Save'
View, Sort, and Filter All Equipment Saved Under Property Profile
Learn how to filter equipment to track equipment that hasn't been serviced in a while or by the installation date.
To view, sort, and filter all equipment saved under the property profile:
Step 1: Go to My Apps by clicking the 3x3 square icon in the top right corner of your HCP account, then select the Property Profile app.
Step 2: Click the filter icon (upside-down pyramid) in the top right corner of the page.
Step 3: The filter menu will appear on the right side of the screen. You can then filter your list of equipment by these fields:
Item type
Last service date
Install date
Step 4: Once you are done adding your filters, click the X icon. If you need to erase the filters, click "Clear all."
Step 5: On the 'Property Profile' app home page you can also sort your list of equipment by clicking on 'Customer Name' or 'Last Service Date'.
Clicking on either field will display an arrow. You can then use these arrows to sort A-Z or Z-A for name and New-Old or Old-New for the last service date.
Log into your HCP account and then
Click here to filter/sort your equipment
Edit or Delete a Property Profile Item
To edit or delete a Property Profile item:
Go to My Apps by clicking the 3x3 square icon in the top right corner of your account, and select the Property Profile app.
Alternatively, open a Customer Profile and click the Property Profile drop-down under the correct address.
Select the Property Profile item you'd like to edit or delete.
Click the More icon (3 dots) in the top right corner of the Property Item page, then select "Edit property item" or "Delete property item" from the drop-down.
When editing a property item, make edits as needed, then click Save in the bottom right corner of the Edit item window.
To delete a property item, click Delete in the confirmation window that appears, and you're all set!
How to Export Your Property Profile Equipment List
To export your Property Profile equipment list:
Step 1: Go to My Apps and select the Property Profile app from the drop-down.
Step 2: Click the download icon in the top right corner of the page.
Step 3: Confirm your email address and click "Send me the File."
Step 4: Check your email inbox to find the .csv file.
You can also log into your HCP account and click here to export!
Property Profiles Training Course
Ready to elevate your skills? Register HERE to gain immediate access to our comprehensive training course!
This video is part of our Intermediate Training series, designed to help you master the Checklist and Property Profile tools. It's perfect for anyone looking to set up or enhance their use of property profiles.
What You'll Learn in This Training:
2nd Topic of Training - Property Profile (Minute 16:20 - end)
How to activate and set up property profile items
How to attach property profiles from the customer profile, job, and/or service plans (if applicable)
Don’t miss this valuable opportunity to streamline your processes and boost efficiency. Click HERE to start your training today!
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