Related Properties are Accounts that are tied together so they can all be billed to one Account. The Account that all others are billed to is referred to as the "Master" or "Parent" Account. Typically, you would want to create the parent Account first so the "children" can all be associated with the correct parent as they are entered into the system.
To assign a Master property to a Client Account, follow these steps:
- Navigate to the New Client or Edit Client overlay.
- On the Personal Information tab, select the Master Property for the Account you are adding or editing. To find an Account quickly, begin typing in the dropdown list.
- Click Save.
If an Account has any related properties, you'll see them in this panel under the Client Account:
Remove a Related Property
A Master Property can be removed in two different ways.
Warning: If you sync with QuickBooks, you should not remove related properties in Service Autopilot.
To remove a Master Property, follow these steps.
- Choose the empty selection from the top of the dropdown list.
OR - Highlight the information in the Master Property field with your cursor, then press Delete on your keyboard.
- When you're done, click Save.
Note: You can add, edit, or remove Master Properties for Leads, as well.
Things to remember about Master and Sub Properties:
- The Master Property will show transactions for the Master and all Sub-Properties. This means the Account Balance on the Master Property is the total Account Balance for all the related properties.
If your Invoice Format shows the Account Balance, the Invoices will display the total balance. - Invoices are generated whenever Jobs are performed. Each Related Property will generate its own Invoice(s). This means that if you want to send a single document to the Client for all their Related Properties, you can do so by sending an Account Statement.
- You can enter Payments on either the Master Property or the Sub-Property.
If the Payment is entered on the Master Property, you can apply the Payment to either the Master or Sub-Properties. However, Payments entered on Sub-Properties cannot be applied to the Master.