Properties: How to Create, Edit, and Manage Properties in Diamond Operations Pro
The "Properties" module allows you to manage the locations where services are performed. A property usually belongs to a client and is used across jobs, scheduling, bookings, reports, and billing. For new users, this module answers an essential operational question: "where will the work be performed, and what information does the team need to arrive and operate correctly?"
- The client already exists in the system.
- The property does not already exist under the same or another client.
- The address is complete and accurate.
- Any access instructions or operational notes are available.
- The property should be associated with the selected client.
Who should use this module?
This article is intended for:
- Administrators
- Coordinators
- Sales team members
- Operations teams
- Support users who manage client locations
The goal is to help users create reliable property records, associate them with the correct client, maintain accurate addresses, and review the operational history of each location.
When to use Properties
Use the **Properties** module when you need to:
- Add a new location for a client.
- Correct an address or access information.
- Review the work history for a specific property.
- Configure services that apply to a property.
- Review property reports or the property profile.
- Confirm where a job, booking, or scheduled service should take place.
Key concepts
Before working with properties, it is important to understand these concepts:
Property
A physical location where a service is performed.
Client owner
The client associated with the property. Each property should be connected to the correct client to avoid errors in jobs, billing, reports, and history.
Address
The physical address used for scheduling, jobs, reports, and operational coordination.
Property profile
A detailed view of the property that centralizes its client, address, general information, services, and operational history.
Property services
Services associated with or configured for a specific property.
Understanding the property list
The main **Properties** screen shows the properties registered in the system.
From this list, users can search for properties and, depending on their permissions, create, edit, delete, open the profile, or review reports.
This list should be used before creating a new property to confirm whether the location already exists.
Before adding a new property, search by:
- Address
- Client name
- Property name or description, if available
Creating duplicate properties can cause jobs to be created under the wrong location or split the operational history across multiple records.
Before creating a property
Before creating a new property, confirm:
Review the prerequisites to correctly perform the action.
This helps reduce scheduling errors, duplicate records, incorrect job locations, and incomplete reports.
How to create a property
- Open "Properties" from the main menu.
- Select the action to add a new property.
- Choose the client that owns or is associated with the property.
- Enter the property name or description, if applicable.
- Add the full address.
- Add important operational details, such as: - Access instructions - Gate codes - Parking notes - Entry requirements - Internal notes for the team
- Save the property.
- Confirm that the property appears under the correct client.
How to edit a property
- Search for the property in the "Properties" list.
- Open the edit action or go to the property profile.
- Update the necessary information, such as: - Address - Property description - Associated client - Access details - Operational notes
- Review whether any future jobs depend on the updated information.
- Save the changes.
- Confirm that the updated information appears correctly in the property profile.
> Important: If the address or access details change, review future jobs to make sure the team has the correct information before arriving on site.
How to use the property profile
The "Property Profile" provides a consolidated view of the property.
From the profile, users can review:
- Associated client
- Property address
- General property details
- Linked services
- Operational history
- Reports or available actions, depending on permissions
The property profile is the recommended place to start when a user needs to understand what happened at a specific location.
For example, if there is a question about a previous service, incorrect address, or job history, open the property profile first to review the complete context.
How to associate services with a property
Some properties may have specific services configured for that location.
To add or edit property services:
- Open the property.
- Go to the property services section.
- Add a new service or edit an existing one.
- Review the service details, such as: - Duration - Price - Description - Service-specific instructions
- Save the changes.
- Confirm that the services are available for jobs or related workflows.
This helps ensure that the correct services are available when scheduling or creating work for that property.
Common issues
The property does not appear when creating a job
Confirm that:
- The property already exists.
- The property is associated with the selected client.
- No filters are hiding the property.
- The property was saved correctly.
If the property is associated with a different client, it may not appear in the expected job flow.
The address is incorrect in the schedule
Edit the property and update the address.
After saving the change, review any future jobs that may have used or inherited the previous address.
There are two identical properties
Before deleting or consolidating records, review:
- The associated client
- Job history
- Reports
- Future scheduled work
- Any services configured for each property
Do not remove a property with history without reviewing the operational impact.
The property is linked to the wrong client
Open the property and review the associated client.
Before changing the client owner, confirm whether jobs, invoices, bookings, or reports are already connected to the property. Changing the client may affect how the property appears in related workflows.
Best practices
- Search for the property before creating a new one.
- Register complete and consistent addresses.
- Keep the property associated with the correct client.
- Add access notes when the field team needs them.
- Review duplicate properties before creating new records.
- Update property information before scheduling future jobs.
- Review future jobs after changing an address or access instructions.
- Use the property profile to understand the full history of a location.
Expected result
After completing this process, users should be able to:
- Create properties correctly.
- Associate properties with the right client.
- Maintain accurate addresses and operational notes.
- Review the profile and history of a property.
- Configure property-specific services when needed.
- Use properties correctly in jobs, scheduling, bookings, reports, and billing.