Properties and places

Operations

Operations

Properties and places

Every address you serve, in one list.

The problemJob addresses sit in notes and chats, so the team arrives without the details.

The resultEach place has one record with its owner, units, photos, access notes and map position.

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Tap a number to read what that part shows.

What you can do

  • Add a place with its address, type and the customer who owns it
  • Split a building into units such as apartments or rooms
  • Upload photos, choose a main photo and write captions
  • Record amenities, capacity and floor area
  • Keep private access notes such as the key location or a gate code
  • See which addresses are still missing a map position
  • Move the map pin when the automatic position is not right

Who can use it

Owners, Admins and Managers can use this.

You need permission to view properties to open the list. Adding a place needs permission to create properties; changing it, its units and its photos needs permission to update properties. Owners and admins hold both in the standard roles; managers can view.

Ask Heyva AI

  • List my properties in Lugano

  • Add a property for this customer

  • Which properties have no map position?

Questions

Do I have to link a property to a customer?
No. A place can exist without an owner. Link a customer when you want their record to show the places you look after for them.
Who can see the access notes?
Access notes are internal. They are never shown to the customer.
Why does a property show a warning about its map position?
Heyva could not place the address on the map yet, or could not find it. Wait a few minutes after saving, then check the address or move the pin by hand.
Can I delete a property?
A property can be retired, which sets it to inactive. It cannot be retired while it still has units, so remove the units first.
Can a workflow react to a new property?
Yes. Creating, changing and deleting a property are triggers you can use in a workflow, for example to tell the team.

In more detail

A property is the place a job happens. Jobs, reports, tickets and checklists all point to it, so the next visit starts with the same details as the last one.

For AI agents

Heyva AI and connected assistants can do this with these tools:

  • heyva_list_properties
  • heyva_get_property
  • heyva_create_property
  • heyva_update_property
  • heyva_delete_property
  • heyva_list_customer_properties
  • heyva_get_property_dashboard
  • heyva_create_property_unit
  • heyva_update_property_unit
  • heyva_list_property_photos
  • heyva_add_property_photo
  • heyva_set_property_amenities

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Last reviewed 31 October 2026