Every pickup and delivery address on an order has a property type: a house, an apartment, a storage unit, an office… Settings › Sales & orders › Property types is that list.
Before you start
Anyone who can open Settings can change this page. Nothing is saved until you press Save.
The list
Each property type has:
- Name — what the office and customer see.
- Active — it can be picked on an order's stop.
- Show to customer — customers can pick it on your website form and their portal. On the website it is the Short form's From Property Type / To Property Type, once you switch those on — see Quote forms.
Drag a row by its grip to change the order (the arrows do the same from the keyboard).
Change the list
- Add puts a new row at the end — type its Name.
- To delete, click a row to select it, then press Delete (it asks first).
- Switch Active and Show to customer as you need.
- Press Save, or Cancel to put everything back.
Also used by
- An order's stops pick their property type from this list — see Addresses and stops.
- Entrance and parking-distance choices on a stop, which slow the crew down, come from Pricing & calculator › Mover Speed — see Mover Speed.
If something goes wrong
- Name is required field — a row has no name.