Properties with residents (tenants)

1 Add a property with a resident

The client pays; the resident lives there. Visit texts (reminders, On my way) go to the resident, while estimates and invoices still go to the client.

1. Open the client and click Add property.
2. Enter the address and an optional name (for example "Unit 4B").
3. Add the Resident, their mobile and email, and save.

2 Add many at once

1. On the client, click Import residents.
2. Upload iPhone contacts (.vcf) — each contact becomes a property at its address, with the contact as resident.
3. To export from the iPhone, open Contacts, select the contacts and Share / Export the vCard (or use iCloud.com → Contacts).

An address that's already there gets the new resident instead of a second property. Contacts without an address are skipped.

3 Use it on jobs and visits

1. When you pick the client on a job, visit or estimate, choose the property.
2. The job page shows who gets the visit texts.