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.) *
Name used to identify it (ex. downstairs A/C)*
Make*
Model*
Serial number
Install date
Additional notes
*= Required
Adding Equipment on the web portal:
From the job details page, click the 'Property Profile' section on the bottom left of the screen (under attachments)
Type in the equipment information. Here you can add Equipment type, Display name, Make, Model, Serial number, Install date, and Notes.
Click 'Save'
Adding Equipment on your mobile app:
Locate and open the job that you will be adding equipment to
On the job details page, find the 'Property Profile' section by scrolling to the bottom of the screen
Select the '+' button
Enter the equipment information: (including installation date, if applicable)
Equipment type
Display Name
Make/Model
Serial Number
Click 'Save'
To associate equipment with a job on your mobile app:
Locate the job you would like to add equipment to
View the 'Job Details' page where you would like to add equipment.
Scroll down to the Property Profile widget on the left-hand side of the Job Page
Select the unassociated item below the Property Profile widget
Select 'Add to job' on the mobile app or the '+' icon on the desktop version of HCP
Adding Equipment from the Customer Profile
Property Profile Items can also be added from a customer's profile.
Associating address items to a job on the web portal:
Click the 'Customers' tab on your homepage and search for the customer's profile that you would like to add equipment to.
Click the '3 dots' on the right-hand side of the address that you would like to add an item to.
Select 'New property item'
Type in the equipment information
Click 'Save'
How to 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.
Video:
Steps to view, sort, and filter all equipment saved under the property profile:
Step 1: From your Homepage click the 'My Apps' (Grid icon) in the righthand corner then click 'Property Profile'
Step 2: Click on the grey filter icon (upside-down pyramid) in the top right corner.
Step 3: The filter menu will appear on the right-hand 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'. If you need to erase the filters click on '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
How to export your property profile equipment list
Learn how to export your list of equipment
Steps to export equipment list
Step 1: From your Homepage click 'My Apps' then select the Property Profile icon in the drop-down.
Step 2: Click on the download icon in the top right (downward arrow)
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 then Click here to export
Property Profiles Video Tutorial
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!