A quick guide on the Visited Property tab
Note: You need a Onside Teams subscription to get this functionality
The Visited Properties tab is where you're going to find, add, delete, and maintain your customer's properties your team visits.
Take a look at this video to find out more about Visited Properties, or follow the steps below.
Why add properties here?
By adding your properties to the Visited Properties list, your team will be able to check-in to them when they visit, even if the property owner or manager doesn't use Onside. The contact person will also receive check-in/out notifications via email or text message when your staff visit.
There are two types in this list
When you start adding properties to this page, you may notice some will look a bit different. This is because there are two types, and for each type what you're able to do is a bit different:
- Managed Properties - as shown in grey or black.
- These properties are being managed by other Onside users
- You can't edit these
- You can't change the contact person
- Visited Properties (for your team only) - as shown in green.
- Properties you can manage, just for your team
- You can edit these and add risks, emergency info, jobs, and property rules.
- You can change the contact person
Property Contacts for visiting properties (green)
If the property contact name is green, then they're not an Onside user yet and you can edit the contact details for that property. Click on the contact name to change the contact person's details, or even assign a different contact person to ensure the right person is getting the check-in/out notifications.
You'll be able to add risks, the emergency plan, jobs, and property rules for these properties if you'd like, and then the property owner claims it later on. Everything you have done to the property, including added risks, will transfer.
Adding a property
Adding a property to your list is very similar to how a property owner/manager would do it, the only difference is that you'll need the contact details of the property contact. Click the green plus sign at the right ha nd side, complete the fields, set a boundary and save. If you need a bit more help, try this help guide - Set up your property.
Removing a property
Properties can be easily removed by simply clicking the bin icon on the right of the phone number.
If you have any questions, give us a call on 0800 ONSIDE or email help@onside.co.nz. Click on the links below to navigate to the other tab's help guides.