Properties

The Properties — your homeowner and pool records — is where every person who has ever contacted your company and every pool you’ve ever touched lives. Homeowners appear here automatically the moment they chat, text, submit a form, or book an appointment. Properties are created when a bid references them or when you add one manually. No CRM setup, no imports — the Properties fills itself in as you work.

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The homeowner list

Open Properties from the sidebar to see every homeowner. The list shows each person’s name, their properties, total estimated value, appointment count, and last activity. Tags highlight what matters: Returning, High-value, Opted out, and dots for homeowners who owe a review or have a recall due.

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Find a homeowner

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What’s in a homeowner record

The detail panel shows everything Kordless knows about this person, in one glance:

• Identity — name, phone, email. Click Edit to correct a name or merge a duplicate.
• Agent notes — notes you write that the agent uses as context when talking to this homeowner. Add details like “prefers text over email” or “asked about a spa combo on the remodel.”
• Properties — this homeowner’s pools, each with its own bid and job history. Click Full record on any property to open its dedicated page.
• Timeline — a merged chronological feed of every interaction: bids, appointments, conversations, and form submissions.

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Add a property to a homeowner

When a returning homeowner has a new pool or a second property, add it to their Properties: You’re taken straight to the new property’s full record page, where you can add equipment, warranties, and season dates.

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Homeowner actions

From the detail panel you can also:

• Book again — create a new appointment for this homeowner, pre-filled with their info
• Request review — send a review request through the agent
• Message — open the inbox thread with this homeowner
• Merge — combine a probable duplicate into one record
• Forget — permanently delete a homeowner and their data (irreversible)

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Export homeowners

Click Export to download your homeowner list as a CSV. You can export all homeowners or filter by segment first — useful for a mailing list or a reactivation campaign.

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The property record

Each property has its own page at Properties → property → Full record. This is the operational heart of Properties: the complete lifecycle of one pool, from the first bid to the latest recall.

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What’s on the property page

• Identity — property label, pool type, size class, gallons, surface material, access type. Click any field to edit.
• Owner — the homeowner who owns this property, with their contact info.
• Season dates — the pool’s seasonal opening and closing dates, which drive seasonal recalls. Set these once and the agent uses them year after year.
• Lifecycle — a computed status that summarizes where this property is in its relationship with your company: active project, under contract, recall due, lapsed, and so on.
• Jobs — every bid that references this property, in reverse chronological order. Each shows the state (quoted, deposited, completed, expired, declined), the bid price range, the final invoice amount, completion date, and booking status. Check-in photos and completion photos are attached when available.
• Equipment — every piece of equipment installed on this pool: type (pump, filter, heater, salt cell, cleaner), brand, model, install date, and warranty term.
• Warranties — registered warranties with provider, plan, registration ID, term, start and expiry dates, status, and linked document.
• Contracts — any active, paused, or canceled maintenance contract on this property, with the service label and status.
• Recalls — any due, approved, or snoozed recall for this property, with the service label and relative due date.
• Timeline — a merged chronological feed of every event on this property: bids, equipment installs, warranty registrations, contract changes, and recalls.

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Record equipment

After installing or replacing equipment, record it so you have a traceable record for warranty claims and service calls: The equipment appears in the Equipment section and on the timeline. You can edit or remove an entry at any time — click the equipment entry to edit, or the trash icon to remove it.

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Register a warranty

When you register a warranty with an equipment manufacturer, record it on the property: The warranty appears in the Warranties section with its status badge. You can update the status at any time — Registered, Active, Expired, or Void. The expiry date shows a relative label like expires in 10 months so you can see at a glance what’s still covered.

What if a warranty is void?

Set the warranty status to Void. A void warranty stays on the property’s record for traceability but no longer shows an expiry label. If the warranty was registered in error, you can remove it entirely with the trash icon.

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Set season dates

Season dates tell Kordless when this pool typically opens and closes for the season. The agent uses these dates to draft seasonal recall reminders — opening and closing service outreach — automatically. Set them once per property: For indoor pools or year-round service markets, leave the dates blank — the agent will only schedule interval recalls, not seasonal ones.

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Save completion photos

After completing a project, attach completion (after) photos to the bid so the condition record is complete: Completion photos appear alongside the check-in (before) photos, giving you a complete before-and-after record for warranty disputes or marketing.

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How Properties connects to the rest of Kordless

• Bids — every bid in the Bid Desk references a property in Properties. When a new homeowner’s first bid goes out, the property is created automatically.
• Service calendar — when a homeowner pays a deposit and books a slot, the appointment lands on your Service calendar and the property gets its record here.
• Contracts — maintenance contracts are linked to a property. The contract’s state (active, paused, canceled) appears on the property record.
• Recalls — when a service has a recall interval (e.g., equipment service every 365 days) or a seasonal anchor (pool opening in April), the recall engine scans completed jobs and season dates, then surfaces due properties on the Today page and on the property record itself.
• Today — the right rail’s Reviews owed and Recalls due counters pull from Properties. Approve them in bulk from Today, or handle them one at a time here.

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Next steps