Organise your properties
Deactivate the properties you no longer manage, group the others by building, tag and sector, and change several properties at once.
The video for this guide is coming soon.
A tidy list of properties is quick to read: the properties you no longer manage leave the schedule, and the others can be found by building, by tag or by sector. This article shows how to deactivate a property, create buildings and tags, and set several properties at once. Allow 5 minutes.
For the content of each property, see Keep a property sheet up to date.
Deactivate or reactivate a property
Do this when you no longer manage a property, without wanting to lose its history.
Step by step
- 1
Open the Properties menu. The “Active” tab appears.
- 2
On the property's row, turn off the “Active property” switch. The “Deactivate “…”?” window opens.
- 3
Click Deactivate. The property moves to the “Inactive” tab.
- 4
To bring it back, open the “Inactive” tab, then click Reactivate.
| Action | What it does |
|---|---|
| Deactivate | Takes the property out of the schedule. The history is kept, and the property can be reactivated at any time |
| Delete from the app | Sends the property to the Bin. It is restored from Settings › My company › Bin |
Group by building
Step by step
- 1
Above the list, click Buildings. The “Manage buildings” window opens.
- 2
Click New building.
- 3
Enter the “Name *”, then the shared “Address”.
- 4
Click Create. The message “Building created” appears.
- 5
Close the window. On a property's row, choose the building in the “Building” list.
Deleting a building deletes no property: the attached properties are kept and are simply no longer linked to that building.
Add tags
A tag is a free word: “Premium”, “No lift”, “Client Durand”.
Step by step
- 1
On a property's row, open the “Tags” list.
- 2
In “New tag…”, enter the name, then click Create. The tag is added to the property.
- 3
For another property, open its “Tags” list and tick the tag. “Search for a tag…” finds it.
Change several properties at once
Step by step
- 1
Above the list, click Multiple selection. A box appears on each property.
- 2
Tick the properties, or click “Select all”.
- 3
Choose the action in the selection bar:
- “Activate selection” or “Deactivate selection”
- “Add tag…” or “Remove tag…”
- “Assign building…”
- “Settings…”
- 4
With Settings…, tick the settings to change, for example “Sector” or “Cleaning duration”. The others do not change.
- 5
Click Apply. The number of properties updated appears.
- 6
Click Exit selection.
Find a property
| Filter | What it shows |
|---|---|
| Active, Inactive | The properties in the schedule, or the ones you have deactivated |
| Filter by tag | The properties that carry the chosen tag |
| Filter by building | The properties of a building, or “No building” |
| Filter by source | The properties created by hand, or coming from linked software |
The sector of a property is set in its sheet, on the “Organisation” tab, in the “Sector” field: automatic assignment suggests the cleaners of that sector first.
Frequently asked questions
What is the difference between deactivating and deleting?
Deactivating takes the property out of the schedule and keeps all its history: you reactivate it whenever you want. Deleting sends it to the Bin.
Does a deactivated property keep its jobs?
Yes. Jobs already created and the history are kept. Only new jobs are no longer created.
Can a property have several tags?
Yes. Tick as many tags as needed in the property's “Tags” list. A property has only one building, however.
Can a deleted property be restored?
Yes. Open Settings › My company › Bin and restore it.