It's incredibly simple. When you create a property, we automatically generate a unique, private email address for it. There is no setup required from you. Just CC that address on your emails or forward important conversations to it, and they will be logged in that property's timeline automatically.

While any service business can use it, it's a game-changer for contractors with recurring clients at the same locations (like HVAC, plumbing, or electrical) and anyone who works with property managers, real estate investors, or landlords. If you service multiple properties, this is the ultimate organizational tool.

Yes. The mobile app lets field or office staff drag deals across stages and add notes or updates on the go.

Absolutely. All data is stored with bank-level security. Property Profiles in our property manager CRM help you improve security and privacy by separating information. Details about one property, including its specific contacts and files, are kept distinct and separate from other properties, even if they share the same owner.

Yes. The entire Property Profile (including the timeline, documents, photos, and contacts) is fully accessible on the Contractor+ mobile app. Your crew can pull up a property's history before they arrive and upload their own notes and photos directly from the job site, keeping the record perfectly up-to-date.