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How to manage properties and the primary address

Add, review, and edit a customer's addresses so your team uses the right property on jobs, quotes, invoices, and follow-ups.

Updated

For: Owner, Admin

Before You Start

  • Open an existing customer from Customers.
  • Confirm which address should be used as the primary property.
  • Have the street, suite or unit, city, state, and ZIP code ready.
  • If you are only reviewing the screen, use Cancel to leave without saving changes.

1. Open the Customer Detail

  1. Go to Customers.
  2. Click the customer's name.
  3. Find the Properties section.
Customer detail Properties section with a primary address in IMPULSO

The property marked Primary is the main address your team should review before creating a job, quote, or invoice for that customer.

2. Review the Primary Address

  1. In Properties, review the address shown on the card.
  2. Look for the Primary badge.
  3. If the address is correct, you can keep using that customer on the next documents or jobs.
  4. If the address is not correct, use the pencil icon to edit it.
Primary address The primary address should be the first property your team uses for visits, documents, and customer follow-up.

3. Add a Property

  1. Click Add property.
  2. Under Property type, choose the right category.
  3. Complete Address line 1, city, state, and ZIP code.
  4. Use Address line 2 for a suite, unit, or apartment when it applies.
  5. Click Save only when you want to keep the new property.
New property form with example address in San Antonio

The form shows the required address fields and lets you cancel if you do not want to create a new property.

4. Edit an Existing Property

  1. On the property card, click the pencil icon.
  2. Review or change the property type and address.
  3. Click Save when the change is correct.
  4. Click Cancel to leave without changing the property.
Edit property form for an existing primary address

Editing a property changes the information your team sees when using that customer on a job, quote, invoice, or follow-up.

5. Use the Delete Icon Carefully

  • The trash icon belongs to the property on that row.
  • Before deleting, confirm your team no longer needs that address.
  • If you only need to correct the street, city, state, or ZIP code, use the pencil icon instead of deleting.
  • Do not delete a property if you still need it for a job, quote, invoice, or follow-up.

6. States and Controls You May See

These states help you understand the customer, their properties, and related activity.

Inactive

Meaning: the customer is not currently marked as active. Where it appears: next to the customer name. Next step: check whether you should still use the customer for new work. It does not mean: the customer was deleted.

Primary

Meaning: that property is the customer's main address. Where it appears: on the property card and in the Property type field. Next step: keep it current before creating documents or jobs. It does not mean: you cannot save other properties.

Open

Meaning: related activity is not closed yet. Where it appears: in the Activity section. Next step: review open items before changing important details. It does not mean: every item needs urgent action.

History

Meaning: shows earlier customer activity. Where it appears: next to Open. Next step: use it to review past work. It does not mean: work is pending.

Draft

Meaning: the related quote has not been sent to the customer yet. Where it appears: in Activity when open quotes exist. Next step: open the quote if you need to review or send it. It does not mean: the property has a problem.

7. If You Do Not See the Expected Property

  • Confirm you are on the correct customer.
  • Check whether the property was saved under another address or suite.
  • If a property is missing, use Add property.
  • If the primary address is wrong, edit the property before creating new documents.